How to refer leads to your referral partners ensuring that they are recognised
Important: To ensure your referrals are counted correctly, referrals must be submitted using method(s) outlined below.
For Ray White agents and property managers sending finance leads to Loan Market advisers
You can refer through MyDesktop or Connect Leads Manager. Agent Toolbox is not available.
MyDesktop
- Login to MyDesktop
- Open a Contact and click on the “ Loan Market” button
- Select the broker to whom you want to refer.
- Provide some notes on the referral, confirm that your client has opted in and knows they will be contacted by a Broker and click Refer to Loan Market.
- Referral will be delivered to the broker directly into their Connect Leads Manager system
Connect Leads Manager (formerly eBroker) Click here for more info on Connect Leads Manager
View the webinar and instructions for agents and property managers on how to use Connect Leads Manager to pass referrals.
Database swapping
Database swapping will not count as referrals as it is not in the spirit of the competition. Audits of leads are conducted and will take place in the event that multiple/bulk referrals are sent through.
What is Connect Leads Manager
Connect Leads Manager is a lead management tool developed exclusively for, and by, Loan Market brokers. It allows brokers and referral partners to easily capture lead details and keep updated with their progress.
With Connect Leads Manager
- Accessible - Leads can be added anywhere, anytime, by anyone.
- Easy - Learn how to use the tool easily with the simple interface and dashboard.
- Centralised - All lead information is in one central place for both parties, saving time by the broker and referrer being notified of where the lead is at instantly.
- Lead tracking - Track lead conversion and commission easily through Connect Leads Manager reporting.
- No added cost for brokers - Manage your leads more efficiently at no extra cost to you. Access to Connect Leads Manager is included in the subscription fee Loan Market brokers pay for all of the systems and marketing tools available. A small fee is charged for SMS updates.