Leadreporter.com lets advisors manage the sales process of leads bought from the capture of the lead, through distribution to tracking and analysis. Advisors can use the new software to gather and manage leads purchased from Leadpoint and when they are ready to source the mortgage, transfer the client data seamlessly into the Trigold sourcing system.
David Aylmer, business development and marketing director at Trigold said: “Leadreporter.com has the practical advantage of being a web-based 'on demand' tool which means that advisors do not have any internal IT or security issues. Dealing with leads quickly and effectively is the most crucial element in successful selling and this integration between Leadreporter.com and Trigold means that advisors are able to do exactly that.
“Once the mortgage has been sourced advisors have the ability to manage the case using the Trigold case manager or dashboard case manager systems or a CRM system of their choice. This integration gives advisors a massive advantage in converting leads into income.”
David Direito at Leadreporter.com said: “Leadreporter.com is delighted to have created this integration with Trigold which supports the efficient flow of data from an initial lead right through to management of the completed case. Whether an individual or a firm of hundreds, Leadreporter.com lets them manage their selling in a coherent way using intuitive, interactive software. It also provides access to comprehensive, up-to-the-minute data to ensure that firms can see quickly and clearly how their conversion of leads into sales are progressing.”
