Find Your Next Refinance & Repeat Loan Opportunities

Upload your past client list to identify borrowers who may be ready to refinance or buy again.

Borrowers typically explore refinancing or repeat loans 2–6 years after their original loan. This helps you reach out at the right time.

Why mortgage pros use this:

What you'll get:

Name Years Since Loan Priority
James Anderson 2.8 years Strong Opportunity
Michelle Chen 3.5 years Strong Opportunity
Robert Martinez 5.2 years Possible Opportunity
The goal is simple: show you who to reach out to this week.

Upload your client list

Works best with: Name, Email, Phone, Address, Loan Date (or Origination Date).

Note: If loan dates are stored in custom fields or with different formatting, this version may need adjustment. Contact support if needed.
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