Post Close – Sample

Welcome to Your Refi Dashboard

Hi! I’m glad you’re here.

This is your personalized Refi Dashboard — your central hub to track your mortgage, monitor rates, explore savings opportunities, and take control of your financial picture.

When the timing is correct, we’ll be ready to act.

What’s Inside Your Dashboard:

Custom Refi Scenarios

Explore options to lower your payment, reduce interest, or combine debts for long-term savings.

Real-Time Rate Tracking

You can stay ahead of the market. I’ll monitor rate changes and alert you when it’s time to make a move.

Weekly Housing Updates

Get fresh insights on your home value and neighborhood trends — all in one place.

Ongoing Mortgage Review

Let’s ensure your current loan still suits your needs. If there’s a better strategy, you’ll see it here first.

What’s Next?

If I could show you a clear, simple way to save money and improve your financial position, would you want to see it?

Let’s connect for a quick review and build your plan together.

Your Dashboard is always live, and I’m always here when you’re ready.

Talk soon,

Your Mortgage Advisor