Settled? The email's already sent.Their month, in their inbox.
Lending email templates and drips, built into your Loan CRM.
Each client's net position and cashflow, emailed every month.
Sarah and James Harbour's deal lands in Settled on the Loan CRM. The Settled update drip sends Loan update 5, and Sarah reads it on her phone.
The ready-made Monthly report drip runs on the 1st of the month, checks Amelia Park is verified with her bank and property connected, and sends her Monthly position: net position $363,600 as at 31 October 2026.
Templates
Written for lending.Written about their money.
Loan updates from submitted to settled, ready to send.
Monthly position, cashflow recap and app welcome, ready to send.
- A shared librarySend any system template as it is, or copy it.
- Your brand on every emailLogo and colours fill in from your company settings.
- Adviser tagsYour name and booking link, filled in for each adviser.
- Client totalsNet position, cash and what they owe, per client.
The Templates tab's System library, searched for Loan update: five loan updates from submitted to settled and Fixed rate ending, with the editor's merge tags for the broker's name and booking link.
The Templates tab's System library: Monthly position, Cashflow recap, Welcome to the app, Property value moved, Portfolio not connected and Enquiry, with merge tags for the adviser's name and booking link and the client's net position and cash.
Design with AI
Or design your own.Or write your own.
Copy our prompt into any AI chat. Paste the HTML back.
Describe the email to any AI chat. It follows our rules.
Design with AI copies WealthX's email rules as a prompt. An AI chat writes a home loan health check in HTML, and the broker pastes it into an HTML block in a new email.
Design with AI copies WealthX's email rules as a prompt. An AI chat writes an email for clients with a monthly surplus, and the planner pastes it into an HTML block in a new email.
Campaigns
The right list, every month.The right clients, every month.
Send to a smart list or a tag, once or on repeat.
Pick a smart list, set it to monthly, and it sends.
A new campaign goes to the smart list Refinance prospects, 38 clients, recurring monthly from 1 December 2026 at 9:00 AM.
A new campaign goes to the smart list Surplus over $2,000, 18 clients, recurring monthly from 1 December 2026 at 9:00 AM.
Results
See who opened.Know who read it.
Opens, clicks and bounces for every campaign you send.
Opens and clicks per client, so you know who to call.
The Email Marketing overview: 3,420 emails sent in 30 days, 98.2% delivered, 42.6% opened and 9.8% clicked, with each recipient of the Rate review campaign and what they did.
The Email Marketing overview: 1,286 emails sent in 30 days, 99.1% delivered, 58.4% opened and 14.2% clicked, with each recipient of the Surplus review campaign and what they did.
Replaces
Four tools, one login.
They hold a list. WealthX holds the deal.
They hold a list. WealthX holds their numbers.
See what you'd save
Starter$23/mo, Starter plan, $23 a month
Essentials$19/mo, Essentials plan, $19 a month
Lite$19/mo, Lite plan, $19 a month
Essentials$109/mo, Essentials plan, $109 a month
More of WealthX.
- WebsitesFor brokers
- AI chatFor brokers
- Fact findFor brokers
- Document collectionFor brokers
- Open bankingFor brokers and planners
- Wealth appFor brokers and planners
- Rate monitoringFor brokers
- CRM and clientsFor brokers and planners
- Lender policyFor brokers
- WealthX CopilotFor brokers
- ReferralsFor brokers and planners
- All featuresEvery feature on one page
See it with your clients
Book a demo and we'll walk you through it, or start straight away.