Co-founder and Director Graham Wilson.
When I began my journey as a broker in 2011 I quickly learned that being self-employed meant that each month I am no longer guaranteed a salary from the bank I had just left and that finding business and leads were purely down to me, myself and I.
Between 2011 and 2013 I began to network heavily and call into estate agents, solicitors and accountants as I knew that they were a vital source for leads. The general feedback was that they either didn't have an adviser, or they did but he or she never kept them up to date with case feedback or remuneration for completed mortgages and/or protection.
This was therefore a great way to get my feet under the table, and so I started to design and send out example emails containing a snippet of a spreadsheet with client names, stages at which the cases are up to (eg. survey, offer, completed) along with the name of the individual referrer, branch and monetary value of cases.
The very first agent loved it and said that they had never seen a weekly update with up to the minute details which meant that they could easily update their system and therefore knew exactly where referrals were up to week-by-week.
From spreadsheets to TrackerHub
From this, I built further connections as I perfected my feedback tracker system across 2013-2018 which was very manual at the time, and later moved to online spreadsheets which could be shared as 'view only'. From this I managed to track and gain further momentum across multiple estate agents and businesses.
In late 2018, due to the volume of introducers growing substantially, I decided to move forward with the joint venture, developing a system that could do all of the above and more. New features are being added almost weekly and the system is being taken up by adviser firms across the UK.
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 we strongly believe that the broker market needs a system like ours to bridge the gap between the financial world and the introducer.