Introducer dashboards
Give team members a view of their referral activity, with the relevant access agreed for their role.
For estate & letting agents
Make the handover easier. Keep the next step visible.
A practical set of tools for the relationship between estate agents and mortgage advisers.
Your broker, or a new partnership. A clearer way forward.
Features
The details that make the difference.
Diary access
Help your team book into adviser diaries. Booking availability and the connection method depend on the agreed setup.
Lead-status tracking
Follow introductions through the agreed stages and make outstanding follow-up easier to spot.
Branch reporting
Review activity across your branch or team and identify where additional support may help.
Leagues and games
Make referral activity visible through league tables and incentive games. See the leagues and games page for how to approach a campaign.
Workflow connections
Discuss your Google Sheets syncing, email workflows, call-out management and broker-fee request requirements. We’ll confirm what is supported in your setup during scoping.
See the working process
A demo should show the introduction, diary booking, status update and manager view. Ask us to walk through the process your agency would use.
An illustrative referral journey
One introduction. A visible next step.
- 01
Introduce
Client permission comes first.
- 02
Book
Find an adviser appointment.
- 03
Follow up
Track the agreed status updates.
- 04
Review
See your branch activity.
Example workflow. Stages and connections are agreed during setup.
Your next step
Your broker, or a new partnership.
Start with the route that fits your agency.