• Receive leads directly into the "New Leads" area of BrokerSource from external sources such as affiliate websites 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 (including an appointment calendar) keeping you organized and effective.
  
  
• Monitor unsuccessful leads for future follow-up.
  
  
• Automatically migrate successful leads to your Client and Loan databases once a loan application has been received reducing database input.

Apart from receiving leads from the BrokerSource website, our affiliate company Lifestyle Planner Pty Ltd will also provide leads directly 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 results on these websites. Searching is done by post code and if you are selected from the list, you will receive the lead to action.

Leads are free until a loan is written and settles. Lifestyle Planner Pty Ltd and BrokerSource Pty Ltd will then be paid an up-front referral commission equivalent to 0.11% (inclusive of GST) of the loan amount written for this client as tracked by BrokerSource. BrokerSource will treat these leads like any other and they will be included with all other referral payments due. Trail commissions will not be payable for leads received via BrokerSource or Lifestyle Planner.