Let IT help you take advantage of leads

16 May 2011

The Sunday Times Rich List names the top 1,000 wealthiest individuals in Britain and Ireland. I was interested to read the principal categories in which those listed have their wealth.

The top two sectors with 198 named are property and land, and the next 180 people are in finance. So if you have ever wondered if you were in the right business you are linked to the top two.

But while it continues to be lucrative, the UK property market continues to be tough.

A recent article in Mortgage Strategy by Paul Hunt, managing director of Phoebus Software, on the housing shortage reinforced what we all know that some 240,000 homes need to be built annually to cope with the growing number of households, and last year only 160,000 were built.

This is why as a broker it is essential that you explore every opportunity. Whether you buy leads or get referrals from associated businesses, you need to be able to deal with them quickly.

Using one technology system capable of managing your entire business means leads can be entered by bulk imports or by the introducers and the benefits are numerous.

For example, introducers can have their own management information on what they have referred, by whom and to whom, and the success rate. This removes the need for follow-up calls to find out how a referral is progressing.

With IT taking away manual processes you can get on with what you do best helping clients with their most important purchase.

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