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DEVSTAX

FinTech solution · Rate Monitoring & Refinance Alerts

Every loan watched, every better rate caught.

Monitor existing loans against current rates automatically and alert borrowers and brokers the moment refinancing would save money.

Book a Free Automation AuditSee the LoansHub Case Study

The challenge

“Set and forget” loans cost borrowers money

Once a loan is settled, most borrowers never look at it again. Rates change, better deals appear, and nobody notices. Borrowers overpay, and brokers lose clients to competitors who call first.

Devstax builds monitoring that compares every active loan with current offers on a schedule, calculates potential savings and alerts the borrower and broker when switching makes sense, with the refinance application already pre-filled.

What it automates

What runs on its own

  • Scheduled comparison of active loans with current rates
  • Savings calculations for every borrower
  • Alerts to borrowers and brokers when a better deal appears
  • Pre-filled refinance applications
  • A savings checker borrowers can use any time

Before and after

Rate Monitoring & Refinance Alerts, step by step

BEFORE · MANUAL PROCESS
  • Review loans once a year, if at allyearly
  • Check current rates by handhours
  • Calculate savings in a spreadsheethours
  • Call borrowers one by onedays
  • Start a new application from scratchdays
AFTER · AUTOMATED WITH DEVSTAX
  1. MonitorChecks every loan against current rates
  2. AICalculates savings for each borrower
  3. NotifyAlerts borrower and broker on a better deal
  4. ActionPre-fills the refinance application

Runs 24/7 · every step logged

Benefits

What your team gets

  • Borrowers save money

    Better rates are found without them having to look.

  • Brokers keep clients

    You reach clients before a competitor does.

  • Recurring revenue

    Each loan becomes an ongoing relationship.

  • No manual reviews

    Every loan is checked automatically.

How we deliver it

From first call to live automation

  1. Map

    We review your loan book data and rate sources.

  2. Design

    We define savings thresholds, alerts and the borrower experience.

  3. Build

    Monitoring, calculations, alerts and refinance flows are built.

  4. Launch

    We go live and track how many alerts turn into refinances.

Proof

Built and running in production

All Case Studies

FAQ

Common questions

How often are loans checked?

On the schedule you choose, from daily to monthly, and whenever new rates are loaded.

Who gets the alerts?

The borrower, the broker or both, by email, SMS or in-app notification.

Where do current rates come from?

From your lender panel's rate feeds or data you upload; we connect to whatever sources you use.

Can borrowers check their savings themselves?

Yes. A savings checker shows borrowers how their loan compares with current offers at any time.

Related solutions

Automate the next step

Ready to automate this in your business?

Book a free 30-minute audit. We will map your current process and show you what can run on its own.

Book a Free Automation Audit

or email info@devstax.org