Your next deal is already in your database. We’ll find it before someone else does.
SavvyBroker is the Refinance Opportunity Engine built specifically for independent mortgage brokers. It tracks your clients’ current loan balances and home values, factors in your personal yield spread premium, and alerts you the moment a client qualifies for a refinance based on rates you can actually offer. Before they call someone else.
Every month without a system, deals are walking out the door silently.
The average mortgage broker has hundreds of past clients sitting in their database. At any given moment 10 to 20% of them qualify for a refinance, but most brokers only find out too late, when a client calls to say they just signed with someone else.
Checking manually takes 25 to 45 minutes per client. So it almost never actually happens.
That is $17,500 to $35,000 or more in lost commissions every year. From clients you already closed. Clients who already trust you. Clients who required zero marketing spent to acquire.
SavvyBroker stops the silent bleed.
Here's everything you need to know in 60 seconds.
Built by a mortgage broker since 2001. For mortgage brokers.
Not a CRM. Not a consumer marketing tool. A refinance opportunity engine built to do one job better than anything else on the market.
- 1
Add your clients
Input your existing clients manually or import your database. Takes minutes.
- 2
We monitor around the clock
SavvyBroker tracks each client’s current loan balance and home value, applies your personal yield spread premium, then compares your actual offering rate against each client’s existing loan continuously, every day, without you lifting a finger.
- 3
You get the alert
The moment a client qualifies for a refinance based on your rates you get a named alert. Exactly who to call and why, before they find someone else to call first.
- 4
Send the report in a few clicks
Generate a professional personalized refinance report for your client in minutes. Save it and send it to your client. Not 25 to 45 minutes.
This is not your CRM. This is the tool none of them are.
vs. Excel & Manual Checking
Excel sits there waiting for you to open it. At 25 to 45 minutes per client your database never gets fully reviewed. Most clients are invisible most of the time. SavvyBroker runs continuously in the background. It never sleeps, never forgets, never gets too busy to check.
vs. Your CRM
Your CRM has no visibility into your clients’ current loan balances, home values, or how your personal yield spread premium translates into a competitive rate for each specific client. It stores data, it doesn’t mine it. SavvyBroker does the job your CRM was never built to do.
vs. Doing Nothing
Doing nothing means you find out a client refinanced with a competitor after it is done and the commission is gone. SavvyBroker means you find out first, while you can still make the call.
SavvyBroker Blog Posts
SavvyBroker automates everyday tasks, compiles up to date market information, and uses AI to help mortgage brokers and loan agents make more money, save time, and better serve their clients.
Most Mortgage Brokers Are Sitting on Deals They Don’t Even Know Exist
Do You Actually Know Your Mortgage Book of Business?
Read more →
Cezar Mansour
Why Mortgage Brokers Miss Refinance Opportunities — Even When Rates Drop
If you are a mortgage broker or loan officer, your existing client base is your greatest asset. Yet without visibility into your loan portfolio, many refinance opportunities go unnoticed.
Read more →Cezar Mansour
Why Every Loan Officer Needs a Plan Before January 1st.
“A year from now, you will wish you started today.”- Karen Lamb
Read more →Cezar Mansour
Key Features
Connected
With seamless integration to your email, you can share the information that matters to your clients at the click of a button.
Intelligent
Let us do the hard work. Our fully automated intelligence engine continuously assesses your clients' existing loan arrangements with real time market data on loans, property pricing, and mortgage products.
FAQsFrequently asked questions
Still have questions?
Whether you need further information about our product or a quote for your unique business needs, we're here to help. Please email us at sales@savvy-broker.com or click the button below.
The commission that’s already in your database stays in your pocket.
One deal pays for two years of SavvyBroker, and then some.
At $99 a month the math is simple. The average refinance commission is $3,500 or more. Find one deal in your database and SavvyBroker has paid for itself for the next two years, and then some. Start with a free 14 day trial. No setup fees. Cancel anytime.
New customers can enjoy all the features of SavvyBroker on a risk free trial for 14 days. A single user license is $99 per month, $267 every three months (save 10%), or $999 per year (save 16%). Enterprise bundles of five users cost $249 per month, $749 every three months (save 10%), or $2,399 per year (save 20%).
x1
LICENSE
$99
per month
$267
every three monthsSave 10%
$999
per yearSave 16%
All licenses include
Lead alerts
Scenario modeling
Unlimited clients
Unlimited storage
Real time data feeds
24/7 chat support
Your database is working against you right now.
Every day without SavvyBroker is another day a client you closed, a relationship you built, a commission you earned could be walking out the door to a competitor who made the call first. It takes less than 10 minutes to add your first clients and see what is in your database right now.
