How it works
How Backbook works
From your client list to a message ready to send, without changing your CRM.
Drop in your client list
Export your clients from MyCRM, or any CRM or spreadsheet, and drop the file in. Backbook matches the columns, fixes the dates and files home and business loans into their own folders. Importing again adds new clients and updates existing ones, and nobody is removed. You can also add one client by pasting in their details.
See who to call today, and why
Backbook ranks your book by urgency and gives a reason for each client:
- Fixed rates and interest-only periods ending, with reminders at 90, 60 and 30 days.
- RBA moves that leave a variable loan well above your best rate.
- Loan anniversaries, for a yearly review.
- New settlements, with a light check-in 30 to 60 days after.
- Clients gone quiet, with no contact in six months.
Get each message drafted in your voice
AI drafts an email or SMS for each client, using what you wrote in your notes as the personal touch. It learns your greeting, sign-off and length from the drafts you change before sending.
Review it, then send it yourself
Backbook never sends anything for you. You review each draft and send it from your own email or phone, so it always comes from you. If an important message gets no reply after a week, Backbook prompts one follow-up.
Watch the rates and the results
The cash rate comes straight from the Reserve Bank, and advertised rates from 16 lenders' public product data, checked daily. Backbook shows who's worth a repricing call and tracks who stayed and what you saved them.