⚠️  Today:  Sarah & Angus Grive — builder's risk insurance expires April 30  ·  Bowen Lanning — BNZ awaiting formal email on renovation top-up
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📧 Scrape 30 days of emails What needs attention today? Add task for Kane: call Toni Status of Ki Soo Nam
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Overdue / Re-fix ≤30d
Due ≤60d
All good
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Client Adviser Lender(s) Status Last Contact Days Since Re-fix IO End KiwiSaver Review Annual Review Actions
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