video1.0<iframe src="https://www.loom.com/embed/f00d1bcd204e43cbb72a9437a5d784dd" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/f00d1bcd204e43cbb72a9437a5d784dd-30e4fca93cd8ccee.gif159.35This Loom explains how to use the Renewables page in BrokerPlus to track clients renewing within the next year. It shows the number of active clients, pre-renewal clients, and their average rate and savings, with sorting and filtering by maturity, equity, engagement, start year, and current mortgage balance. The video then demonstrates clicking into a client such as Catherine Adams to review renewal options, best options to save money or ensure the best deal, and supporting details like equity, HELOCs, loan-to-value, debts, recurring reports, and anti-money laundering screening. It also points to outreach settings to confirm renewal outreach is enabled for the email drip campaign.