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Know who's paying too much

Set a rate. WealthX flags every connected client paying more.

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The Clients page on Alerts On Connected Accounts, filtered to a "Rate over 6.25%" alert that 9 clients meet, Priya Sharma first. Her drawer is open: a Westpac mortgage at a current interest rate of 6.49%, and the alert, with Mark as done and Snooze for 30 days.

Where the rate comes from

Straight from their bank.

Connected clients' loan rates arrive through open banking. Nothing to chase.

  • Open bankingRead from their bank under the CDR, through Basiq.
  • Discounts taken offThe rate after any discount, as the bank lists it.
  • Fixed shows fixedA fixed loan shows its fixed rate, not the variable one.
  • Every connected clientOnce they connect, their loans are covered. Nothing to set up.

Priya Sharma connects her Westpac accounts on her phone, in Tawny Lending's app. Her Westpac mortgage then shows in her drawer: $544,200 at a current interest rate of 6.49%, 27 years remaining.

Your line

Draw your own line.

Pick the rate that matters. Add LVR, equity or borrowing capacity.

  • Any rate you chooseA client's highest or lowest loan rate, above or below your number.
  • Up to five rulesMix in LVR, equity, debt or borrowing capacity.
  • How urgent it isNeed Action, Watch or Healthy, each with its own colour.
  • Shared with the teamCompany admins can share an alert across the company.

The Create Alert dialog: severity Need Action, the name "Rate over 6.25%", shared across the company, and one condition, Max Debt Interest Rate at or above 6.25%.

Act on it

Straight into Loan CRM.

Add a flagged client to your Loan CRM, ready for the refinance.

The Clients list filtered to "Rate over 6.25%", with Priya Sharma's row menu open on Add to CRM. A "Client added to CRM." message shows, and Priya appears at the top of the Loan CRM's Leads column, ready for Send fact find.

  • Add to CRMFrom the client's row. They land in Leads, ready to work.
  • Snooze for 30 daysNot now? The alert comes back in a month.
  • Mark as doneQuiet for six months, then it checks again.
  • On their summaryEach client's alerts sit on their drawer's Summary tab.

Replace your stack

Replaces Sherlok and Stryd.

Rate monitoring is in the Growth plan, $99 a month per broker.

See what you'd save
Sherlok, $149 a month Stryd, $179 a month Rate monitoringEvery connected client

Monthly list prices, Stryd's without GST. Sherlok last listed its price on 7 May 2026.

More of WealthX.

See it with your clients

Book a demo and we'll walk you through it, or start straight away.

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