Under the Leadbay-Orbiter link-up, Leadbay leads will be delivered straight into Orbiter. They will be ready for sourcing and processing which will save advisers from having to enter all the details manually into the sourcing system.
This will enable advisers to find a client that meets their particular needs and a mortgage that meets their clients’ needs.
It is also designed to increase conversion rates as advisers can start identifying a client’s needs and the most appropriate potential mortgage before they even speak to the client.
Jonathan Barrett, head of sales at Leadbay, said the Orbiter partnership was important because it meant advisers would be able to carry out initial product sourcing before they make their first call to the client.
He added: “We are always looking for ways of helping advisers make the most of their leads and this will help advisers to build rapport more quickly with a new client as well as save them time.”
Wayne Smethurst, managing director of Orbiter, said: “Response times are critical in managing leads so having a straight-through link for Leadbay will make a real difference. It is all part of our aim to make life better for advisers.”
