Refi-Alert: Interactive Demo Core tier — once-daily sweep Standard & Elite poll more often Sample data only

Every morning, the system tells you exactly who to call.

[DEMO] Overview of a daily sweep: rate gate, client-book (CRM) check, priority list email. Sample data only — run it.

[SAMPLE CRITERIA] 12.5 bps threshold 5 sample clients + loan profiles Red / Yellow / Green tiers

Step 1: Has the market moved at least 12.5 bps since the last sweep? If not, nothing runs.

−32 bps Illustrative sample data — for demonstration only, not live market rates.

Sweep complete — results board

Client Loan Current Available Delta Tier

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