Your next refinance is already in your book.

Upload your client list. See who to call today, and why.

Try it with sample data How it works
Due now5 clients
ClientLoan IDLenderProductBalanceSettledFixed expiryStatusLast activityTags
Priya RamanLN-17345INGFixed 3yr$612,00002/11/202346344Settled9 Jun 2026refi-watchFixed rate ends in 28 days18 Nov · ING
Grace O'BrienLN-17980INGVariable$455,00011/06/2025—Review10 Sep 2026—
Mei Lin ChenLN-18822CBAVariable$730,00027/10/2023—Settled14 Feb 2026—Loan anniversary in 6 days27 Oct · CBA
Liam KowalskiLN-19012MacquarieFixed 2yr$820,00019/08/202408/05/2027Active21 Sep 2026—
Tom & Jess WhitfordLN-19560MacquarieVariable$845,00021/09/2026—Settled—newSettled 30 days ago21 Oct · Macquarie
Olivia NguyenLN-20117ANZFixed 1yr$540,00003/05/202416/10/2026Review2 Jul 2026offset
Daniel OkaforLN-20431WestpacFixed 3yr$498,50019/12/202319/12/2026Settled3 May 2026—Fixed rate ends in 59 days19 Dec · Westpac
James PatelLN-21008NABFixed 2yr$1,120,00012/07/202546404Active22 Aug 2026—
Sarah BennettLN-21277BankwestVariable$389,00014/03/2022—Settled14 Mar 2026SMS onlyLast contacted 7 months ago14 Mar · Bankwest
Ahmed HassanLN-21590SuncorpVariable$675,00006/09/2026—Active6 Sep 2026—
Photo: Grace Anne Bobadilla, Unsplash

From spreadsheet to sent.

  1. Drop in any spreadsheet.

    Backbook reads the columns and cleans up the dates.

  2. See who's due, and why.

    Ranked by urgency, every morning.

  3. Approve the message.

    Drafted in your name. Nothing sends without you.

Drop in any spreadsheet.

Backbook reads the columns and cleans up the dates.

ContactsSearch…ImportExport
ClientNameLoan IDLenderLenderProductSettledSettlementFixed expiryFixed rate ends
Priya RamanLN-17345INGFixed 3yr02/11/20232 Nov 20234634418 Nov 2026
Grace O'BrienLN-17980INGVariable11/06/202511 Jun 2025—
Mei Lin ChenLN-18822CBAVariable27/10/202327 Oct 2023—
Daniel OkaforLN-20431WestpacFixed 3yr19/12/202319 Dec 202319/12/202619 Dec 2026
Sarah BennettLN-21277BankwestVariable14/03/202214 Mar 2022—

See who's due, and why.

Ranked by urgency, every morning.

Due now4 clients
Priya RamanFixed rate ends in 28 days18 Nov
ING
Mei Lin ChenLoan anniversary in 6 days27 Oct
CBA
Tom and Jess WhitfordSettled 30 days ago21 Oct
Macquarie
Daniel OkaforFixed rate ends in 59 days19 Dec
Westpac

Approve the message.

Drafted in your name. Nothing sends without you.

Approve and copy Copied · Priya marked as contacted

Four reasons to call.

  1. Fixed rate ending90, 60 and 30 days before Priya RamanFixed rate ends in 28 daysING · $612,000
  2. Loan anniversaryevery 12 months Mei Lin ChenLoan anniversary in 6 daysCBA · $730,000
  3. New settlement30 days after Tom & Jess WhitfordSettled 30 days agoMacquarie · $845,000
  4. Gone quiet6 months, no contact Sarah BennettLast contacted 7 months agoBankwest · $389,000

You approve every message. Your client list stays on your device.

Rooftops and a white weatherboard gable under a blue sky with clouds.

Call the right clients first.

Try it with sample data Get early access
Photo: Annie Spratt, Unsplash

Questions

Does it connect to MyCRM?

Not yet. Upload a CSV export for now. A MyCRM connection is planned.

Does it send messages for me?

No. You copy the approved message or open it in your mail or SMS app.

Where is my client data?

In your browser, on your device. Drafting only uses a client's first name, lender and the relevant date.