Bringing Advisers, Businesses and Introducers together under one unique tracking platform

A one-stop online hub for tracking of introduced and self generated business.

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Bringing Advisers, Businesses and Introducers together under one unique tracking platform

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A one-stop online hub for tracking of introduced and self generated business.

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Track referrals and your own cases quickly and easily

Losing track of your own cases and referrals?
Your Introducers are forgetting to send you referrals?
Struggling to manage commissions to your Introducers?
Or simply want to drive more referrals to your own business?

Then TrackerHub is for you.

Track referrals and your own cases quickly and easily

Losing track of your own cases and referrals?
Your Introducers are forgetting to send you referrals?
Struggling to manage commissions to your Introducers?
Or simple want to drive more referrals to your own business?

Then TrackerHub is for you.

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Features

  • Dashboards for your company, advisers and introducers to monitor cases progress
  • Company Authorisation tool to control adviser invoicing and case completion
  • Business register and simple, automatic invoice creation for self employed advisers
  • Temporarily redirect leads to another adviser when you go on holiday.
  • Email notifications of new cases, weekly summaries and payments made
  • Simple new referral form for introducers to send through new cases to their nominated adviser
  • Reporting and Performance stats on all your introducers and advisers
  • Email notifications to clients at key stages of their case
  • Add and track multiple products to a clients case
  • Add your own self generated cases or personal referrals
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New Business to Business

Our NEW Business to Business feature allows you to send cases to other businesses on TrackerHub quickly and easily.  Got a mortgage case that needs a survey?  If your surveyor is using TrackerHub you can simply send the survey part of the case to the surveyor and stay up to date with the progress, all within TrackerHub.  Likewise with conveyancing, mortgages, IFA referrals & estate planning

Plus if one of your associated solicitors, surveyors, montage brokers, IFA, Specialist or Estate Planner signs up to Business 2 Business you’ll receive a free month of Trackerhub per user sign up!

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  • At last someone who talks straight, a tracker system that works for the whole industry!  I had a new guy start this week, never worked in Financial Services and within 10 mins was updating cases. 
    Well done TrackerHub.

    Steve Hanks (Managing Director)
    The Mortgage Market UK

  • This system allows me to keep on top of introductions that come through from various sources so that they aren’t forgotten or missed. It also is a massive help with keeping the introducer updated with information and progress of the application.

    However, the main thing I like is the invoicing system which helps me organise, and keep on top of, incoming fees and payments so that I get paid quicker !

    Mark Daglish (CeMAP)
    Independent Mortgage & Protection Adviser

  • I’ve been using TrackerHub for a couple of months now and it has made a huge difference to my day to day planning and pipeline management.  Every lead I now get is recorded onto the system and means that I can update my introducers more efficiently.  I also have a far greater grasp of where my cases are up to now, and the automated invoicing is saving me literally hours of time each week.  Fantastic system and I will definitely continue to use it!!!

    Pete Burdell CeMAP
    Mortgage and Protection Adviser

  • I have been using Trackerhub for the last 3 months and has now become part of my daily activity, not only do I not loose potential clients  details anymore  I can also update my introducers within  seconds of booking appointments, and keeping them updated throughout the process of the application its what the broker has been waiting for.

    Steve Moseley (CeMAP)
    Mortgage & Protection Adviser

  • Tracker hub is the piece of software I’ve been waiting for. It allows me to easily track all my teams referrals. The team are automatically updated at different milestones throughout the mortgage process meaning we can give live updates and therefore excellent customer service to our clients in real time.

    The dashboard is excellent as I can easily keep track of all the vital statistics such as total amount of revenue pending, the performance of individuals and offices.  Although it’s a complex piece of software it’s presented to the introducer in a very user friendly way. It’s far far easier than looking at complicated spreadsheets and for me is great value for money. I highly recommend tracker hub.

    Michael Bailey
    Branch Manager, Dewhurst Homes

  • The TrackerHub really streamlines the agent to broker referral process. I love the transparency it offers in terms of updates from advisor to agent, viewing pending and closed cases and attention to detail updates that make the system better each time.

    Greg Clifford
    Sales and Marketing Manager, Mighty House

  • We have been using the TrackerHub in our office for a few months, it’s an easy way to refer and keep track of all on going cases, we can find out exactly where things are up to in just a few seconds, I particularly like the email notifications we receive on a regular bases giving us updates

    Alex Leach
    Square Room Estate Agents

  • We have been using tracker hub with our residential team for well over a month now and it has made my life as a manager much easier.  Not only has it made it easier to track each member of my teams performance, it gives them the ownership to be able to track there own clients progress and keep them in the loop. Leading to better customer service and more incentive for the team.  In general the service once a client has been referred over to Options has been great with each lead being picked up within minutes, keeping our clients happy.

    David Rothwell
    Branch Manager, 
    Martin & Co Thornton

  • Tracker Hub has allowed me to easily monitor referrals and keeps my team continually updated throughout the mortgage process, helping us to keep our clients updated through to completion. 

    We receive regular email updates and within a few seconds can login and track where our buyer’s mortgage is up to. Business levels have increased since we started using Tracker Hub

    Paul Bayliss
    Managing Director, 
    The Square Room

  • Excellent system for tracking and keeping up to date with all of your referrals and cases. Slick and easy to use has made my life easier having all my ongoing cases in one place and the added features of a business register and useful contacts has saved so much time having everything in one place.

    Nick Perry (CeMAP)
    Mortgage & Protection Adviser

Mobile Responsive

TrackerHub is mobile responsive, so you can easily view your dashboards when on the go.

Introducers can quickly add a new referral when out and about!

Advisers can then quickly pick up the new referral and contact the client straight away.

Check out our demo videos

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Refer a Friend Feature

With the addition of our Refer a Friend feature, this now means that you can receive personal referrals directly into your TrackerHub Platform.

Simply click the 'Upgrade' link within your TrackerHub system under the Refer a Friend section to reveal your unique URL, which you can then copy and paste into any social media posts or create a refer a friend section within your web site. The link will provide the personal referrer with a from were they can complete their details and even opt for a monetary reward or charitable donation which is all editable within your TrackerHub system, therefore you choose the options.

Refer a Friend now means that your able to track and thank, alongside TrackerHub's ability to compliantly monitor referrals, produce reports and will allow you to track rewards from initial referral to completion with ease & automation.

Refer a friend is a welcome addition to both TrackerHub and the Financial market. Upgrade to refer a friend from as little as £5 per month.

Refer a Friend Feature

With the addition of our Refer a Friend feature, this now means that you can receive personal referrals directly into your TrackerHub Platform.

Simply click the 'Upgrade' link within your TrackerHub system under the Refer a Friend section to reveal your unique URL, which you can then copy and paste into any social media posts or create a refer a friend section within your web site. The link will provide the personal referrer with a from were they can complete their details and even opt for a monetary reward or charitable donation which is all editable within your TrackerHub system, therefore you choose the options.

Refer a Friend now means that your able to track and thank, alongside TrackerHub's ability to compliantly monitor referrals, produce reports and will allow you to track rewards from initial referral to completion with ease & automation.

Refer a friend is a welcome addition to both TrackerHub and the Financial market. Upgrade to refer a friend at just £15 per month.

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Referrals Tracked
0
Advisers
0
Introducers
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Keep track of referrals.

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Our Story

TrackerHub was designed by a mortgage broker who was sick of using spreadsheets to track introducer commissions.

Introducers play a key role in the adviser market and our aim here at TrackerHub is to bring advisers and introducers together under one unique tracking platform.

Referrals are very precious and could account for lost revenue, which is why I strongly believe that the broker market needs a system like ours to bridge the gap between the financial world and the introducer.

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Pricing


Monthly

£20

Per Adviser/Admin per month
  • £20 for 20x Introducer Dashboards per month
  • £15 per month for Refer a Friend upgrade

2 Year Sign Up

£15

Per Adviser/Admin per month
  • £15 for 20x Introducer Dashboards per month
  • £10 per month for Refer a Friend upgrade

All prices include VAT


Book a Demo

Partners and Networks

 
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For any further information you may require, please do not hesitate to get in touch with us today.  We can provide you with your own unique login information to track your online commissions simply and easily.

Also if your Network would like to become a partner to benefit from the partnership pricing then please email us: