Bringing advisers, introducers and businesses together

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A unique fast-track portal for referrals and personal cases

Whether you’ve lost track of cases and referrals, introducers have forgotten to send you referrals, you’re struggling to manage commissions or simply want to generate business – TrackerHub is the one-stop, time-saving solution you’ve been searching for.

A unique fast-track portal for referrals and personal cases

Whether you’ve lost track of cases and referrals, introducers have forgotten to send you referrals, you’re struggling to manage commissions or simply want to generate business – TrackerHub is the one-stop, time-saving solution you’ve been searching for.
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Value-added tech

  • Dashboards for your company, advisers and introducers to monitor case progress
  • Company Authorisation tool to control adviser invoicing and case completion
  • Business registering and 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 referral form for introducers to send new cases to 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 client's case
  • Add self-generated cases or personal referrals

All the right connections

Our brand-new Business2Business feature allows you to share cases quickly and easily. Need a survey for a mortgage case? If your surveyor uses TrackerHub, they can stay up to date with the progress.

The same applies to associated solicitors, mortgage brokers, IFAs, specialists and Estate Planners. Plus, if they sign up for Business2Business, you’ll receive a free month of TrackerHub per user!

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Track our feedback

  • As a business that relies heavily on referral work from introductions from and to the Financial Services industry, I have been searching for a long time to find software that will track and monitor referrals in one place, allowing the introducer to be able to monitor their client’s progress whenever they want themselves without having to chase for an update; my referrers can now track their client’s journey, monitor the value of their referrals and communicate with me directly about each client within the system. Until I found this software, I was using spreadsheets and diary reliance on updating my introducers regularly manually by email.

    After a lot of chasing down rabbit holes and spending money and time on trying to create my own systems, I found Trackerhub during a frustrated google search and it literally already does everything I have been trying to create myself!! So now I have now stopped trying to create this system as I have found exactly what I want with Trackerhub!! I can just focus on the rest of my work now and my referral partners can be confident that they have full control of their referrals. I am genuinely really excited to start using the software after spending so much time and effort trying to work out how to become more efficient in this area!

    Carolyn Richardson LLB PgDip
    Hexagon Life Planning Services Ltd

  • I’ve never seen a system quite like it... It will help you manage the Introducers, referrals, leads flow, updates, and payments. It’s great! It will even help you with your compliance and audit – Introducers register, Third party payments register etc…

    Forget those endless excel spreadsheets. Get on the Tracker hub today. It will save you lots of time and it will modernise your business. And your professional introducers will love it.

    Anna Glod (Executive Director)
    Umbrella Protect 

  • 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

Your go-to guide on the move

TrackerHub is mobile responsive, so you can instantly view your dashboards on the move.

Introducers can add a new referral and advisers can contact the client straightaway – anytime, anyplace, anywhere.

Check out our support videos

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Referring is more rewarding

By adding our Refer a Friend feature, you can receive personal referrals directly to your TrackerHub system.

Simply click the 'Upgrade' link to reveal a unique URL, which can be copied and pasted into any social media posts or used to create a Refer a Friend section on your website. This provides the personal referrer with a short form to complete, plus the option of a monetary reward or charitable donation. It’s all editable on your system, giving you plenty of choice.

As well as monitoring referrals and producing reports compliantly, you can now automatically track rewards from initial referral to completion with ease. Our Refer a Friend feature is a welcome addition to the financial market, starting from as little as £17 per month.

See how it works here

Referring is more rewarding

By adding our Refer a Friend feature, you can receive personal referrals directly to your TrackerHub system.

Simply click the 'Upgrade' link to reveal a unique URL, which can be copied and pasted into any social media posts or used to create a Refer a Friend section on your website. This provides the personal referrer with a short form to complete, plus the option of a monetary reward or charitable donation. It’s all editable on your system, giving you plenty of choice.

As well as monitoring referrals and producing reports compliantly, you can now automatically track rewards from initial referral to completion with ease. Our Refer a Friend feature is a welcome addition to the financial market, starting from as little as £17 per month.

Referrals Tracked
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Advisers
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Introducers
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Keep track of referrals.

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Spreadsheets are so last year

The TrackerHub story

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

As introducers play such a key role in the adviser market, the aim of TrackerHub is to bring both parties together using a more dynamic, integrated and inclusive platform.

Referrals are very precious and could account for lost revenue. That’s why we strongly believe that the broker market needs a system like TrackerHub to bridge the gap between introducers and the financial world.

Learn More
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Pricing


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*Discount offer valid from the 12th to the 26th October 2021

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Partners


Latest News

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"The trackerhub platform is very good!"

Amazing review! ⭐

www.trackerhub.co.uk
#thinkpurple
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4 days ago

Losing track of leads?

Is the spreadsheet jungle absorbing too much of your valuable time?

It really shouldn't need to be as we have created the solution!

✅Dashboards for company, advisers and introducers

✅Company authorisation tool to control adviser invoicing

✅Automatic invoice creation

✅Redirect leads when on annual leave

✅Send introductions to a nominated adviser

✅Reporting and performance stats on advisers & introducers

✅Email notifications at key stages

✅Add and track multiple products

Visit our website today and start your free 30-day trial:

www.trackerhub.co.uk
#thinkpurple
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7 days ago

Great news...

Trackerhub now gives you the ability to view the introducer dashboards!

Simply head to your ‘introducer section’ of your left-hand menu, click on ‘View Introducer Dashboards’ and choose the introducer you wish to view.

If you are purely an adviser go to the ‘My Info’ section to see the option there 👍

This makes it even easier to collaborate and review business/revenue with your introducers in real-time 🥳

www.trackerhub.co.uk
#thinkpurple
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1 week ago

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: