The IFA System
Leadreporter.com has developed a customised version of our lead management application designed specifically for Independent Financial Advisors, Mortgage Brokers and Financial Networks.
Direct Integration with the UKs top four lead providers
Leadreporter.com works in collaboration with Moneysupermarket.com (PAA Leads), Leadpoint, Leadbay and Finance Leads Online.
You can now request that your lead providers post their leads directly into your Leadreporter.com account, eliminating the time consuming need to re-key information.
Analyse and compare your lead sources
Our IFA System comes complete with our fully functional analysis found in our traditional system.
Amongst other things, the reports allow you to analyse the financials across all of your lead sources and all lead types.
This allows you to quickly identify lead sources and lead types that are showing the best return allowing you to more effectively plan future spending.
Attach files to your leads*
Leadreporter.com allows you to attach files to the leads in your account. If you need to keep related documents for your leads, this functionality is ideal for you. The files are uploaded over our secure connection hosted server. Not only are your files now accessible from anywhere you choose to log on, you will also be making use of our system's stability and robust backup facilities!
Effectively manage your team of brokers
Just like with our traditional system, Leadreporter allows you to assign leads to your brokers either manually or using rules set in our distribution engine.*
Analyse which users are creating the best financial returns. This allows you to give praise where it's due and take measures to improve below average performance.
A solution that scales with your business
The ability to change your license requirements on a monthly basis means the system will scale as your company grows and you only need to pay for the licences that you require.
The IFA system contains all the features of our traditional systems plus customisations designed specifically for your area of business.
Choose the level that is right for you...
| IFA Standard | IFA Premium | |
|---|---|---|
| Integrated with the big 4 lead sources |  |
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| Detailed reporting | |
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| Email Alerts | |
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| 09:00-17:30 online support | |
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| File attachments |  |
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| Distribution Engine | |
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| Cost per user per month | £15 | £30 |
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Custom branding
For those of you that wish to make the system truly your own, we offer the ability for you to brand the system with your own corporate logo and colours for a fixed one-off cost of between £250 and £500!
See what our existing customers have to say about the IFA System
"I just wanted to send a quick email to note how impressed I am with Leadreporter. The functionality that Leadreporter now has, with regards to the financial reports makes it an unbelievably useful tool for businesses like mine who want to actively manage their leads. Keep up the good work!"
Damian O'Connor - Roxburgh Financial Management
"I have been in the Financial Industry for more than 10 years and a user of several CRM and case management tools. It took me less than one hour to understand how to use Leadreporter. This speaks volumes! It is so easy to track my leads, monitor sales and measure the ROI from different leads sources."
Andrew Chambers - Arc Finance
Sign up
As with all of our Leadreporter.com accounts, you can have a 30 day free trial with no obligation! Request an account now.
