Property Circle has unveiled a new platform to enhance lead generation for mortgage brokers, letting agents, and estate agents. The company aims to simplify client engagement and maximise opportunities for new business.
“Our platform is a revolutionary helpmate for brokers that interrogates their client databases 24/7, identifies new opportunities and gives them the chance to not only maximise new business but also make sure that existing clients receive an ongoing Rolls Royce personal service, a feature that will become increasingly important under the new Consumer Duty rules,” said Marc Randall, CEO of Property Circle.
The platform seamlessly integrates with existing CRM systems used by brokers and offers a continuous review of every client’s mortgage situation. It delivers insights into new Loan-to-Value (LTV) thresholds and presents better products, enabling brokers to provide immediate updates to their clients.
“Essentially, we are offering software designed specifically to take the guesswork out of managing a modern client bank by automatically delivering smarter engagement and retention tools to track down all the leads brokers need and give them the supporting evidence to engage with their clients.
“For BTL clients, it reviews every BTL portfolio and shows where performance could be improved. No more looking through spreadsheets, trawling through client banks, reviewing every product to see if there is an opportunity or looking for every product end date, and hoping that the lender hasn’t got there first!” added Randall.
