trackerhub

Track mortgage and related referrals! Providing a dashboard with real-time data showing you exactly how cases have progressed with auto emails that drive Introducers back to your trackerhub system. Referrals can also be sent via your own dashboard direct to the associated adviser, meaning client details are safe under GDPR. The system can temporarily redirect leads to another nominated adviser when you go on holiday. View your commission! Check your commission received for each referral and trackerhub will also retain the historic commissions that have been paid. Easy accountancy! Self employed advisers can use the built in business register and auto invoicing. Companies can use the built in authorisation tool when they authorise a file via trackerhub, which allows the adviser to produce a valid invoice every time. Reporting and Monitoring! We provide an online reporting tracker to your business which is specific to your company so that you have visible access anytime to your referrals, ongoing notes and feedback. As well as tracking commissions for ongoing cases, you will have a dedicated completions page.