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.
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
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.
If your client could save money, even with an early redemption payment, we quantity the savings and deliver you the product options.
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
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.
Saved me time
Just undertaken 13 Product review identified by Property Circle – generated £20k we didn’t have
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.
Engage with inactive investors and transform them to brand advocates.
Generates validated client engagement opportunities leads to reinforce brand and relationships