Never lose a client to a competitor again
Never lose a client to a competitor again. Automatically schedule annual loan reviews based on settlement date. Send personalised email/SMS reminders to clients when their review is due, when fixed rates are expiring, or when rates drop significantly. Track which clients have been reviewed and which are overdue. Surface refinance opportunities based on rate changes.
Import your client book with settlement dates and loan details
Reviews are automatically scheduled based on settlement anniversary
Clients receive personalised email/SMS reminders when reviews are due
Dashboard shows reviewed, overdue, and upcoming reviews at a glance
Apps that work great with Client Review Automation.
About OneBookPlus apps
OneBookPlus apps aren't external integrations stitched together with Zapier or n8n — they're native modules installed inside the same platform you already use for invoicing, bookings, CRM, and accounting. That means Client Review Automation reads from and writes to the same customer records, financial entries, and calendar events as every other module, with no scheduled sync delays and no risk of data drift between systems.
Because the marketplace runs inside OneBookPlus, billing is consolidated. Client Review Automation appears as a single line on the same OneBookPlus invoice as your plan, so you don't end up reconciling separate vendor charges across three or four different SaaS subscriptions. Cancellation is one click and never reaches into your data — uninstalling an app removes the feature from the UI but preserves the underlying customer, invoice, and booking records, so reinstalling later picks up exactly where you left off.
Every app in the marketplace is built specifically for the Australian small and medium business context: GST and ABN handling are first-class concerns, dates render as DD/MM/YYYY, currency defaults to AUD, and the underlying compliance plumbing (BAS summaries, ATO-friendly records, AHPRA / NDIS / Fair Work checkpoints where relevant) is shared across modules. New Zealand businesses are supported with NZ tax and timezone defaults using the same code paths.
For a side-by-side of which features ship as core modules versus which require an installed app, see the features page. For pricing across plans and which apps are bundled at each tier, see the pricing page.
Common questions about Client Review Automation and the OneBookPlus app marketplace.
Open your OneBookPlus dashboard, go to App Marketplace, and click Install on Client Review Automation. Setup takes under 2 minutes — no separate accounts or downloads needed.
About the author
Founder & CEO, OneBookPlus
Bishal has over a decade of experience in digital marketing, web development, and small business consulting across Australia. This app sits inside the OneBookPlus marketplace, designed and maintained for Australian small to medium businesses. Client Review Automation is part of a single platform that connects invoicing, bookings, CRM, accounting, and marketing — so installing apps adds capability without adding logins.
Start your 14-day free trial. No credit card required.
Last reviewed and updated: May 2026 by Bishal Shrestha
14-day free trial included
“Picked up 8 refinance opportunities in the first month just from the automated reminders. Clients thought I was incredibly proactive.”
Ben K.
Mortgage broker, Sydney
“The fixed rate expiry alerts are brilliant. I'm reaching out to clients 3 months before their rate ends. Competitors don't get a look in.”
Sarah J.
Finance broker, Melbourne
Your referral network, organised and measured
$12/moClient Review Automation is $9/mo with a 14-day free trial. Cancel anytime, no lock-in contracts.
Yes. There are no lock-in contracts on any OneBookPlus app. Uninstall from your dashboard at any time and billing stops at the end of the current period.
Yes. OneBookPlus uses bank-grade 256-bit encryption, runs on Australian-hosted infrastructure, and we never sell or share your business data with third parties.
Every app in the marketplace is built into the same platform — so Client Review Automation reads and writes the same contacts, invoices, bookings, and accounting data as the rest of OneBookPlus. No separate logins, no manual sync, no double-entry.
Yes. OneBookPlus is Australian-owned, built in Melbourne, with GST, ABN validation, ATO-ready BAS reporting, and Australian bank integrations as the foundation — not an afterthought.
© 2026 OneBookPlus. Founded by Bishal Shrestha. Made in Melbourne.