Settings

Client email is off until every compliance line below is filled. Fact-find links, reminders and templated emails to clients will be refused, and say why, until then.

Brokerage name what your team sees in the CRM Entity name as on your licence, e.g. Example Finance Pty Ltd ABN Credit representative number Licensee ACL number Business address

Save

These fill the brokerage's own particulars in the engagement documents: the licensee, how clients reach you, and who signs for the brokerage.

Licensee name the holder of the ACL you act under Licensee ABN Phone Email Website Signatory name who signs the engagement for the brokerage Signatory title e.g. Director, Principal

Save

When lead automation is on and a new lead arrives, the CRM straight away:

• emails the client an acknowledgement in your brokerage's name, so they know their enquiry has landed
• sends the broker an alert about the new lead
• opens a first-call task with a deadline
• tags the lead by the product it asked about

When it is off, nothing is sent: new leads still appear in Leads for you to pick up yourself.

Handle new leads automatically

Save