Lead Manager Offer

LeadPoint Lead and Case Manager Software

LeadPoint has teamed up with MortgageStream to launch a new Lead and Case Manager software. This new back office product designed for mortgage, life and insurance advisers and their staff has been created to improve the management of new lead enquiries and the processing of the resultant applications.

The system works by allowing you to import your new leads straight into the software without the need for retyping. If required a text message can be automatically sent to the client reassuring them that an adviser will be in contact without delay.

The imported customer details can populate the built in fact find and produce an IDD & TCF statement if required, and can then be exported to Trigold, MBL or Home Buyer systems with a single click in order to perform the mortgage, life and insurance sourcing.

Studies show that lead buyers using dedicated software to manage and monitor their lead buying campaigns generate a better Return on Investment.

The Lead and Case Manager software costs £420 + VAT for 12 months or £41.10 + VAT per month. LeadPoint customers also get the lead import tool free of charge which usually costs an extra £220 + VAT.

For a 14 day free trial of the LeadPoint lead manager sign up at www.mortgagestream.co.uk/leadpointleadmanager.

For more information about the system please call 0845 220 2202 option 1 quoting “LeadPoint offer”.

To be eligible for the offer you need to have a LeadPoint account. If you do not yet have an account, click on the button below to sign up for free or for more information about the offer please call us on 0203 170 7725.


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