The Past Client Refinance Caller is an outbound voice automation built on Retell AI, n8n, and GoHighLevel. It calls past settled clients at strategic intervals (typically 18+ months post-settlement) to check in on their current loan and raise the possibility of refinance savings. The bot, as Alex, references when the client settled, gently introduces the idea of checking whether their current loan is still competitive, and books a refinance discussion with the broker if the client wants to explore options. Soft outcome paths cover email-only follow-up, callback requests, and full suppression for clients who don't want refinance contact again. A structured Call Summary is saved as a Note on the contact record after every call. Designed to bring past clients back into active conversation without sounding like a sales call.
What's Included
Pre-built Retell outbound voice agent using the Alex Australian-male persona
n8n workflow for refinance check-in triggering and call outcome handling
GoHighLevel setup requirements for tags, custom fields, and Consultation Calendar
Voice-to-GHL booking sync for refinance discussions
Outcome routing for booked, email follow-up, callback requested, no longer relevant, suppression, retry, voicemail, and escalated calls
SMS confirmation support for booked appointments
Internal alert workflow support for callback or escalated outcomes
Call Summary logged as a Note on each contact record for internal follow-up and visibility
Triggered when the broker manually applies the past_client_refinance_alert tag to a past settled client. The tag fires the GHL workflow that sends the client into n8n, which triggers the Retell outbound call with original settlement date and lender as context.
1
Past Client Reaches Interval
The broker manually applies the past_client_refinance_alert tag to queue the past client for a refinance check-in.
2
Outbound Call Triggered
GoHighLevel sends the contact details, settlement date, and current lender into n8n. n8n triggers the Retell outbound call.
3
Warm Reconnect Begins
Retell calls the client as Alex, references when they settled, and raises the refinance check.
4
Interest Assessment
The bot listens for whether the client wants to explore options, prefers email, isn't relevant, or wants to be removed.
5
Booking Path
If the client wants to chat with the broker, the workflow checks the calendar and books a slot.
6
Soft Outcome Path
If email or callback is preferred, the bot captures that preference without pushing.
7
Suppression Path
If the client says no contact, remove_from_refinance_list is applied.
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$400 one-time
Past Client Refinance Caller — AI Agency Institute