Private Onboarding
Get your book ready for the next client worth calling
Grab the cleanup template now. If RateGuard Pro is a fit, we'll help turn your client data into renewal, penalty, and refinance conversations you can actually use.
Import
client data from CSV or connected systems
Review
rates, penalties, maturity dates, and renewal risk
Act
prioritized calls, notes, and client-ready drafts
Access by review
Joining the list does not create an account or start billing. We'll confirm fit before setup.
Grab the book cleanup template
Use this to organize client names, lenders, balances, rates, terms, and maturity dates before any onboarding call. Download the clean file, then open it in Excel or import it into Google Sheets.
Get on the list
Request access. No payment today.
Waitlist open - access by review
You're on the list
Check your inbox for a confirmation. I'll email you when the next onboarding round opens. If you have any questions, please email jeff@rateguardpro.ca.
Access by review