The Past Client Refinance Alert Bot re-engages past borrowers exactly when refinancing makes sense for them and when rates drop or their fixed rate is approaching expiry. GoHighLevel sends a tailored alert containing each contact's specific loan context (balance, rate, settlement date). Closebot then takes over any reply to qualify refinance interest, capture timeline and target outcome, and book a refinance consultation with a licensed broker.
What's Included
Pre-built GHL Snapshot with rate drop and fixed rate expiry trigger workflows
Closebot AI bot configured as Refinance Alert Responder
Automated tagging for booking, decline, lapsed, and escalation outcomes
The workflow activates on rate drop events or 90 days before fixed rate expiry. Eligible contacts are tagged rate_drop_eligible or fixed_rate_expiring_soon, then GHL sends an alert SMS.
1
Eligibility Triggered
Contact tagged rate_drop_eligible or fixed_rate_expiring_soon.
2
Alert SMS Sent
GHL sends rate alert SMS with contact's current loan context.
3
Follow-Up Sent
GHL sends follow-up SMS at day 5 if no reply.
4
Final Follow-Up Sent
GHL sends final SMS at day 12 if no reply.
5
Client Replies
Closebot takes over the conversation as the Refinance Alert Responder.
6
Refinance Qualification
Closebot captures refinance interest, lender satisfaction, timeline, and target outcome.
7
Booking
Closebot books a refinance consultation via GHL calendar.
8
Lapsed Tagging
Tag lapsed_no_sms_mortgage_brok applied if no reply through full sequence.
A$500 one-time
Past Client Refinance Alert Bot — AI Agency Institute