Lead form on a broker website
Requesting a plug in that can feature on a broker's website that can record a lead's data and place it into Smartr.
Something to collect the name, email address, contact number and what type of mortgage/protection they would be looking for.
25
votes
Julian Owusu
shared this idea
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Phil Saville
commented
This should be top priority. Not all clients want to pick up the phone or even book an appointment. Some just want access to a system where they can provide all of their information and an adviser confirm what is possible. Currently we have no way of doing this and I fear this will lose us clients to other firms that provide direct access to FF/Client Portal etc. without the need for the client to contact the firm first.