Vanessa Prescott

Renewal · AI chat · 10 messages
← All conversations

Summary

Tier Apositive
London renewal switch to Meridian — locked, application started.
Intent: ready-fast

Outcome

QualificationCompleted
AppointmentBooked
Assigned brokerNadia Aslam
EscalationNot required

Linked opportunity

Open →
Vanessa Prescott
London, ON
Score 85/100 · application started

Transcript

Vanessa Prescott · Jul 20, 1:36 AM
Renewal 20 days out. Existing lender 5.29%. Help me shop.
AI assistant · Jul 20, 1:36 AM
Perfect timing. What's balance and value?
Vanessa Prescott · Jul 20, 1:36 AM
$328K balance, $590K value.
AI assistant · Jul 20, 1:36 AM
55% LTV, prime borrower. Broker options today: 4.29-4.59%.
Vanessa Prescott · Jul 20, 1:36 AM
What about credit unions?
AI assistant · Jul 20, 1:36 AM
Meridian is at 4.39% for members. If you qualify that's excellent. Are you a member?
Vanessa Prescott · Jul 20, 1:36 AM
Have an account there.
AI assistant · Jul 20, 1:36 AM
Ideal. Nadia Aslam covers London and can start the switch application to Meridian today.
Vanessa Prescott · Jul 20, 1:36 AM
Book me.
AI assistant · Jul 20, 1:36 AM
Booked — Nadia today 3pm.