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 the performance of their portfolio.

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The role of the Mortgage Broker is ever changing, with new regulation and lenders constantly changing criteria, each new enquiry seems to have its own quirk which simply eats into your time. You have a database of clients, clients that you have already built a rapport with, clients that you know you should spend time nurturing and offering advice to, clients that you want to keep that relationship with.

LeadGen from Property Circle is the first Client Nurture Management (CNM) system designed by brokers for brokers. It easily integrates with your system, or processes a simple download from Excel, and automatically and constantly reviews your Client Bank for new opportunities - delivering them to you to action. You can also use our integrated Investor App to engage and nurture your client relationships.

With LeadGen It's as simple as 1,2,3

Mortgage Opportunities are generated in seconds as LeadGen automatically and constantly reviews your Client Bank with 3 services: Expiry Date Tracker; Early Review and Equity Availability

  • 1
    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.

  • 2
    Early Review

    If your client could save money, even with an early redemption payment, we quantity the savings and deliver you the product options.

  • 3
    Equity Availability

    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.

Increase your leads with LeadGen

Keep in touch with your clients as LeadGen elegantly integrates with the Property Circle Investor App (see Landlords Page). You can invite your clients to the App from our LeadGen system.

Property Circle automatically upload all their portfolio information for them and we even follow up to request missing information from them (and any additional properties which, with their permission, can be provided to you with new opportunities automatically flagged.

Enhance your relationship – increase your leads with LeadGen.

Review; Leverage; Grow

Mortgage Opportunities are generated in seconds as LeadGen automatically and constantly reviews your Client Bank.

All the information from the review is visible, flagged and tracked for you in LeadGen – so now you can decide key actions and priorities to optimise your opportunities.

You can assign clients to brokers, follow-up and action - and don’t worry if you forget something as our alert system with highlight key dates looming.

This unique client nurture Journey creates a great foundation for business growth – you can automatically engage with your existing clients with timely and relevant interactions and allowing your broker business to concentrate on building relationships with new clients.

If you are not currently servicing the Buy to Let Sector we can help and support you to successfully enter and grow in this extensive market sector.

Property Circle LeadGen Video

A short explainer and demo showing how quick and easy our LeadGen technology is

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.

Holly-Jo B
Mortgage House

Saved me time

Just undertaken 13 Product review identified by Property Circle – generated £20k we didn’t have

Marc R
Mortgage House

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.

Re-Engage Clients

Engage with inactive investors and transform them to brand advocates.

Brand Reinforcement

Generates validated client engagement opportunities leads to reinforce brand and relationships