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Turn renewal uncertainty into a focused mortgage conversation
Prepare homeowners for a more useful mortgage-renewal conversation with a personalized Renewal Decision Brief.
Ready to customize
Start with a working structure, then make the messaging, logic, branding, and next steps your own.
Use this template to collect province or territory, renewal timing, accepted-versus-effective offer status, optional renewal-offer details, remaining amortization, mortgage balance bands, secured borrowing, refinance purpose and amount bands, payment hardship, complexity signals, priorities, and information readiness. Four intent paths organize the questions around the respondent’s stated purpose.
Each respondent receives a personalized Renewal Decision Brief that describes the next professional conversation and includes only the questions encountered on their path. The flow also demonstrates a reusable Privacy Notice Content Page, separate service-contact, optional marketing, reminder, and privacy choices, plus a soft contact gate that allows a limited result without submitting contact information.
Important professional-review notice
This template was researched and developed by the QuizFlow Labs team as a product example using fictional demo scenarios. It has not been reviewed or approved by a licensed mortgage professional, lawyer, privacy professional, regulator, lender, or provincial or territorial authority. It is not mortgage, legal, compliance, privacy, or suitability advice.
This template is a Canadian baseline only. Before publishing a copy, replace all placeholders and obtain appropriate mortgage-professional, jurisdictional, privacy, consent, data-retention, and deletion-language review. Operational urgency and readiness indicators are for workflow support only; hardship, accepted/effective renewal, complexity, and secured-borrowing flags must override scoring and lead to a human conversation.
No need to rebuild the flow from scratch.
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