Client Bank Lead Generation
Unleash the value of your client bank as Property Circle connects you and your clients, automatically tracks all their mortgages, and even the performance of your BTL client’s portfolios.
With LeadGen It's as simple as 1,2,3
LeadGen is the first fully automated digital client retention and nurture platform for brokers. LeadGen creates new business opportunities from your existing client bank. Increasing client conversion and retention through an intelligent,
yet easy-to-use, interactive platform.
Mortgage opportunities are generated in seconds as LeadGen automatically and constantly reviews your Client Bank with our compliant algorithms and prioritises actions so you can focus on the right thing. LeadGen includes the 3 review services: Expiry Date Tracker; Early Review and Equity Availability.
Expiry Date Tracker
We uniquely review Product End Date against time and Lender contact follow-ups to make sure you stay ahead of the game and contact the customer exactly at the right time.
If your client could save money, even with an early redemption payment, we quantity the savings and deliver you the product options.
For your Buy To Let clients this identifies the properties and portfolios with equity available to release for investment. Automatic property valuation and mortgage data identify Loan to Value changes.
All records are prioritised in a systematic and intuitive nature – giving you and your brokers a complete view on what your next move with a client should be.
Each month, LeadGen will automatically re-analyse your entire client bank against realtime market variables to determine the next priorities for you to then action on.Learn More
Not only does the system prioritise leads it also tracks your follow-up and lets you know how you are doing – so that you know you are on track to convert every opportunity all the time.
Receive weekly and monthly summary reports based on your client bank performance, along with any pending actions.Learn More
How LeadGen works?
With LeadGen it’s as simple as 1,2,3.
Register with us
Fill out of form, sign the legal bits and we'll get you setup on our LeadGen platform and show you around with your own account.
We conduct a data cleanse on your entire company book and then import into LeadGen – all your data is stored securely.
Sit back, and easily review each of your client’s opportunities, using our intuitive priority system - We’ll constantly review and deliver you prioritised leads.
Book A Live Demo
If you'd like for us to take you through a live demo, please fill out the form below or email us at email@example.com
What our customers are saying
Property Circle delivers real value – have a look at our customer experiences
Easy & instant
I’ve just put 80 current mortgages through and it instantly identified 37 Products expiring – I was too late with 16, but the rest I’ve either converted or now have under advice.
Saved me time
Just undertaken 13 Product review identified by Property Circle – generated £20k we didn’t have
Why choose Property Circle?
As a broker using Property Circle, you will unlock a huge number of benefits to improve your workflow.
Differentiate Your Brand
Differentiation for new client engagement.
Automatic Lead Generation
From your existing client’s current mortgages.
Never Miss A Lead
Our tracker and alerts means you always know what needs doing and by when.
Additional Review Opportunities
Identify and release equity from your client's portfolio.
Engage with inactive investors and transform them to brand advocates.
Generates validated client engagement opportunities leads to reinforce brand and relationships