Financial Services Leads can come from a multitude of sources, including those referral
sources mentioned under Referrer Management. Others include - word of mouth from
satisfied clients, the Mortgage Brokers own website, other affiliate websites listing
the Mortgage Broker's details, advertising, etc. Managing
client leads allows a Mortgage Broker to track their source of business and concentrate
on those that generate the highest revenue.
BrokerSource will provide the following
benefits when managing Leads:
Apart from receiving leads from the BrokerSource website, our affiliate company
Lifestyle Planner Pty Ltd will also provide leads from its website when
a user clicks the "Find a Mortgage Broker" button. Mortgage Brokers registered with
BrokerSource will be the only ones listed in the search.
Searching is done by State and if you are selected from the list, you will receive
the lead to action.
- Receive leads directly into the "New Leads" area of BrokerSource from external sources
providing a manageable way to action leads.
- Track the source of each loan written and any ancillary financial products provided
to your clients over time helping you to evaluate your best sources of business.
- Manage each lead from initial client contact through to the receipt of a loan application
keeping you organised and effective.
- Monitor unsuccessful leads for future follow-up.
- Migrate successful leads to your Client and Loan databases once a
loan application has been received.
Leads are free until a loan is written and settles. BrokerSource Pty Ltd will then
be paid an up-front referral commission equivalent to 0.11% (inclusive of GST)
of the loan amount written (regardless of loan type) for this client as tracked by BrokerSource. BrokerSource
will treat these leads like any others received and they will be included with all other referral
payments due. Trail commissions will not be payable to us for leads received via the BrokerSource
or Lifestyle Planner websites.