Introducer Access

Introducer Access allows negotiators or introducers to either create appointments or provide leads directly into your adviser’s hotbox. This creates immediate leads for advisers without delay and then provides full audit history which allows you to run reports on to see the progress and status of the lead by introducer. This helps saves manual or email process where there is a delay or no trail of the lead to manage and ensures a better outcome with speed of response.

Introducer Access

Introducer Access
This video will show you how to navigate the initial functionalities of Introducer Access;