Sample brief

Sample renewal brief

Sample brief. The household, broker and brokerage are fictional, and the figures are illustrative.

This is the brief format MyFi produces for a mortgage broker before a renewal conversation. It follows the Reyes household, 150 days from maturity.

Download the sample brief (PDF) Take the guided tour
Page 1 of the sample renewal brief for the fictional Reyes household Fictional household
A guided tour

Six things the broker sees

  1. 1 The renewal calendar Page 1
  2. 2 What changed and where each fact came from Page 1
  3. 3 Goals in the household's words Page 2
  4. 4 Decisions for the broker Page 2
  5. 5 Options they explored Page 3
  6. 6 Questions MyFi did not answer Page 4

Sample brief. The household, broker and brokerage are fictional, and the figures are illustrative.

Sample brief page 1Sample brief page 2Sample brief page 3
"It does not recommend a lender, product, term or option. The suitability assessment, the disclosure of material risks and any recommendation remain with the licensed mortgage broker."
The full brief

Read every page

Sample brief. The household, broker and brokerage are fictional, and the figures are illustrative.

Your browser cannot display the PDF inline. Download the sample brief.
Sample brief page 1Page 1Sample brief page 2Page 2Sample brief page 3Page 3

Download the sample brief (PDF)

Want this for your maturing files?

Book a pilot conversation