Leagues that make activity easy to follow
Bring referral activity into team conversations. Agree what counts, how activity is recorded and how individual and branch performance will be shown.
Use leagues and games to keep appropriate mortgage introductions visible throughout the branch.
Bring referral activity into team conversations. Agree what counts, how activity is recorded and how individual and branch performance will be shown.
Seasonal games such as Snakes & Ladders can give a campaign a clear theme. Agree the scoring, duration and any prizes before the campaign begins.
Incentives should support suitable introductions with client permission. Clients must remain free to choose their mortgage adviser; referring them should never be a condition of viewing a property or putting forward an offer.
Set eligible actions, score corrections, prize budgets and reporting responsibilities. Game formats, setup and management are scoped with your agency.
Ask to see how leagues and games could sit alongside your agency’s referral process. Campaign design and any prize funding are agreed separately.
Start with the route that fits your agency.