The Fixed Rate Expiry Alert Caller is an outbound voice automation built on Retell AI, n8n, and GoHighLevel. It calls clients whose fixed rate term is 60 to 90 days from expiry to make sure they're aware, gives them the specific date their rate ends, and gauges whether they have a rollover plan in place. Plan vs no-plan is the key signal. Clients without a plan are tagged rollover_no_plan as a high-priority follow-up for the broker to chase manually. If the client wants to discuss options now, the bot books a strategy call. If they want a callback, the broker is alerted. A structured Call Summary is saved as a Note on the contact record after every call. Designed to retain clients at one of the highest churn-risk moments of the loan lifecycle.
What's Included
Pre-built Retell outbound voice agent using the Alex Australian-male persona
n8n workflow for fixed rate expiry alert triggering and call outcome handling
GoHighLevel Custom Date Reminder workflow that fires 90 days before the Fixed Rate Expiry Date
GoHighLevel setup requirements for tags, custom fields, and Consultation Calendar
Voice-to-GHL booking sync for strategy calls
Outcome routing for awareness confirmed, has plan, no plan, booked, callback requested, voicemail, and escalated calls
SMS confirmation support for booked strategy calls
Internal alert workflow support for no-plan and callback outcomes
Call Summary logged as a Note on each contact record for internal follow-up and visibility
Triggered automatically by a Custom Date Reminder in GoHighLevel that fires 90 days before the contact's Fixed Rate Expiry Date. The workflow applies the fixed_rate_expiry_alert tag, which then sends the client into n8n and triggers the Retell outbound call with expiry date, current term length, and lender as context. The broker only needs to populate the Fixed Rate Expiry Date field. The system handles the rest.
1
Expiry Window Reached
The Custom Date Reminder workflow fires 90 days before the contact's Fixed Rate Expiry Date. The workflow applies the fixed_rate_expiry_alert tag to the contact.
2
Outbound Call Triggered
GoHighLevel sends the contact details, expiry date, current term, and lender into n8n. n8n triggers the Retell outbound call.
3
Awareness Check Begins
Awareness Check Begins
4
Plan Assessment
The bot asks about rollover, refinance elsewhere, or letting it go variable. Plan vs no-plan is the key signal.
5
Booking Path
If the client wants to discuss with the broker, the workflow checks the calendar and books a strategy call.
6
Callback Path
If the client prefers a broker callback, the bot logs the callback request and fires the broker SMS alert with the expiry date.
7
No-Plan Flagging
Clients without a plan who didn't book or take a callback get rollover_no_plan for manual broker chase.
8
Outcome Synced to GHL
n8n receives the call_analyzed webhook, applies tags, updates custom fields, saves the Call Summary as a Note, and triggers follow-up workflows.
A$600 one-time
Fixed Rate Expiry Alert Caller — AI Agency Institute