Peter Bagworth
Refinance · AI chat · 10 messages
Summary
Tier Apositive
RBC renewal shop — booked with Marcus for evening.
Intent: shop-around
Outcome
QualificationCompleted
AppointmentBooked
Assigned brokerMarcus Okoye
EscalationNot required
Linked opportunity
Open →Peter Bagworth
Kanata, ON
Score 86/100 · appointment booked
Transcript
Peter Bagworth · Jul 20, 11:36 PM
RBC renewal offer is 5.19%. Can I do better?AI assistant · Jul 20, 11:36 PM
Very likely. Broker-shop rates today for a 5yr fixed with strong equity are 4.29–4.59%.Peter Bagworth · Jul 20, 11:36 PM
Balance $445K, home $780K, salaried both, $200K combined.AI assistant · Jul 20, 11:36 PM
Strong. What's the term coming up?Peter Bagworth · Jul 20, 11:36 PM
Renewal in about 3 weeks.AI assistant · Jul 20, 11:36 PM
Great window. A broker would run RBC vs top-3 broker options and present the delta.Peter Bagworth · Jul 20, 11:36 PM
What are the top broker options right now?AI assistant · Jul 20, 11:36 PM
Scotia and CIBC are competing on renewals aggressively — 4.44% on 5yr fixed with switch legal covered. Meridian at 4.39% for members.Peter Bagworth · Jul 20, 11:36 PM
Set me up. Kanata evenings best.AI assistant · Jul 20, 11:36 PM
Marcus Okoye is Ottawa/Kanata — he'll call after 6.