Mortgage Maturities & Retentions
The Mortgage Maturities Dashboard gives mortgage and retention teams a real-time view of upcoming maturities and customer activity. Combining workflow data with core banking information, it lets users monitor maturities, prioritise contact activity and track retention outcomes as they happen.
Performance can be analysed by adviser, team, product, asset class and interest rate, while visibility of customer decisions — including product selections, pending responses and redemptions — helps teams react quickly and maximise retention opportunities.
By uniting operational and portfolio data, the dashboard improves productivity, increases retention rates and ensures no customer opportunity is missed.
Benefits
Proactive Maturity Management - Gain complete visibility of upcoming mortgage maturities, enabling teams to prioritise customer engagement, plan workloads and ensure every retention opportunity is managed effectively.
Improved Customer Retention - Track customer interactions, follow-up activity and retention outcomes in real time, helping advisers deliver timely, consistent and personalised customer journeys that maximise retention.
Enhanced Team Performance - Monitor adviser activity, workloads and retention performance through live operational dashboards, providing managers with the insight needed to improve productivity and service delivery.
Streamlined Operational Processes - Replace spreadsheets and manual tracking with a structured, auditable workflow that improves efficiency, reduces administration and ensures consistent execution of the maturity process.
Better Management Information - Combine workflow and core banking data to provide accurate reporting on pipeline activity, customer outcomes, product uptake and retention performance.
Increased Operational Oversight - Provide mortgage managers with a single view of the entire maturity pipeline, allowing potential issues, outstanding actions and resource pressures to be identified before they impact customer service.