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CRM for financial advisors

Mortgage prospects who do not wait while you finish your notes

A CRM for financial advisors is where every prospect for a mortgage, insurance or investments lives together, with their history of messages and meetings. LeedFox replies to each new prospect right away with an SMS and an e-mail from your mailbox and sends a link to book a consultation at your office or over Google Meet.

Book a demo How LeedFox works
Where leads get lost

Someone who fills in your calculator usually fills in a few others too

The prospect calls while you are with another client

You do not interrupt a meeting for the phone. By the time you call back, the person looking to refinance has booked with another advisor.

Contacts from your website, agents and referrals are all over the place

One came through a form, a real estate agent texted you another, a third wrote on Messenger. Who you promised numbers to is not written down anywhere.

After the first meeting it fizzles out

The client wanted time to think and still has not sent the missing documents. Without a reminder neither of you follows up, and when their rate period ends they sort it out with someone else.

How it runs in LeedFox

From calculator to signed deal

  1. The prospect lands in LeedFox

    From a calculator or form on your website, from Facebook and Instagram ads, or through a webhook from another system. Existing clients can be imported from a CSV file.

  2. They get an SMS and an e-mail right away

    A short note that you will be in touch and a link to pick a time. No promises about rates or approval, just a clear next step.

  3. They book the consultation themselves

    In person at your office or online. The meeting goes into Google Calendar, and online calls get a Google Meet link.

  4. You see where each case stands

    Every prospect has a card with the history of e-mails and meetings. You move them through the pipeline from consultation to collecting documents to signing, and see who is waiting on you.

Deal stages

A case pipeline that matches how advisors really work

  1. 1New prospect
  2. 2Consultation booked
  3. 3Collecting documents
  4. 4Application submitted
  5. 5Signed

You name the stages your way. This is how businesses in this field set them up most often.

All your leads in one place

From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.

SMS and e-mail go out on their own

A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.

Your own booking page

Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.

E-mail from your mailbox

Gmail, Outlook or your company mailbox. Replies are saved with the lead.

Tasks for your team

Assign a task to a teammate, and everyone sees their own leads. Nothing falls between people.

Data in the EU

The database runs in Frankfurt, and the data of each company is kept separate.

Questions

What people ask

What is a CRM for financial advisors?

Software where your prospects and clients for mortgages, insurance and investments live in one place, with the history of messages, e-mails and meetings. LeedFox also replies to every new prospect right away and offers a consultation time.

Does LeedFox handle my regulatory obligations?

No. LeedFox does not keep meeting records for compliance, verify client identity, calculate affordability or payments, and it is not connected to banks or insurers. It is a place for inquiries, communication and meetings. You keep meeting your obligations as an advisor in your own tools.

What goes out in the automatic message?

Exactly what you write in the template. A confirmation and a booking link work well. Rates and terms belong in the consultation, once you know the client's situation.

We are an office with several advisors. How do we split prospects?

You assign prospects and tasks to a specific advisor, and each one sees their own leads. The office manager can view all leads or just one colleague's. Your office's data sits in a database in Frankfurt, kept separate from other companies.

Where do prospects in LeedFox come from?

From the calculator or form on your website, from Facebook and Instagram ads, and from other systems through a webhook. Existing clients can be imported from a CSV file.

Other industries

Real estate agentsBuyer and seller inquiries in one place, viewings booked even while you're showing a property. Sales teamsEvery inquiry has an owner, quotes go out as PDFs, and you can see where every deal stands. Marketing agenciesEach client gets their own CRM for campaign leads, and you can see whether they actually call them.

We will show you on your own leads

On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.

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