For UK mortgage brokers

Stop losing clients when their fixed rate ends.

RenewalAi flags renewals 6 months early, drafts the email, and puts it in front of you ready to send. Not a single client slips through.

The problem

The money is already in your book.

Most brokers are sitting on hundreds of past clients whose fixed rates expire in the next 12 months. The easiest revenue you'll ever find — not new leads, just people you already know.

RenewalAi catches it 6 months early

Every client is flagged before their fix ends — ranked by proc fee value — so you always contact the right person first.

Why this matters now
1.8 million

fixed-rate mortgages due to expire in the UK in 2026.

Source: UK Finance, Mortgage Market Forecast 2026

Across a typical 300-client book, that's tens of thousands of pounds in proc fees sitting unclaimed — not from winning new clients, but from keeping the ones you already have.

How it works

Three steps. RenewalAi handles the rest.

01
Import your client list
Upload a CSV with names, contact details, mortgage start dates, and fix durations. A quick export from whatever you already use — takes under five minutes.
02
RenewalAi ranks your pipeline AI
Every client is automatically ranked by renewal urgency, loan size, and estimated proc fee. No manual sorting — RenewalAi surfaces the highest-value renewals first.
03
RenewalAi writes the email, you send it AI
RenewalAi drafts a personalised outreach in your voice — client's name, current rate, expiry date, your email address. Every word is editable. Nothing sends without your approval.
New message RenewalAi drafted
Fromjames@clarkeadvisors.co.uk
Tosarah.collins@gmail.com
SubjectYour mortgage fixed term is coming up, Sarah Collins

Hi Sarah Collins,


I wanted to reach out as your current 2.14% fixed rate is due to end on 1 July 2026. Without switching, you'd automatically move onto your lender's standard variable rate — which could significantly increase your monthly payments.


I've already looked at a few options that could save you money. Would you be free for a quick call this week?


Kind regards,
James

Fully editable · sends from your address

RenewalAi writes a first draft in seconds. You stay in complete control.

Your renewal pipeline

Know exactly who to call next — and what it's worth.

RenewalAi ranks every client by renewal date and estimated proc fee. No spreadsheets, no missed expiries, no guesswork.

Urgent — clients expiring within 30 days
Soon — 31 to 90 days out
On track — 91+ days, plan ahead
Pipeline value · next 6 months
£52,840
Urgent— within 30 days
4
Soon— 31–90 days
7
On track— 91+ days
14
Total clients tracked 25 clients
Before you ask

What RenewalAi doesn't do.

It never sends anything without you reviewing and approving it first.

It never recommends a product or rate — that's still entirely your judgement.

It sends from your own email address. Clients never see RenewalAi's name.

It doesn't replace your CRM — it solves the renewal problem your CRM ignores.

Early access pricing

Simple pricing, locked in early.

Pricing is confirmed before any card is charged. Early access members lock in their rate for 12 months.

Independent broker
£79/mo

For sole advisors managing their own client book.

  • 1 user
  • Up to 200 clients
  • Renewal pipeline view
  • AI outreach drafts
  • Email support

Early access — rate locked 12 months

Small team Popular
£229/mo

For brokerages with a shared book and up to 5 advisors.

  • Up to 5 users
  • Up to 600 clients
  • Everything in Independent
  • Shared pipeline view
  • Priority support

Early access — rate locked 12 months

Larger network
Let's talk

For larger networks with volume requirements and CRM integration needs.

  • 6+ users
  • Unlimited clients
  • Everything in Small team
  • CRM integration
  • Dedicated onboarding

Tailored pricing

Be one of the first broker live on RenewalAi.

We're onboarding a small number of brokers before general release. Early access means locked-in pricing and direct input into what we build next.