TrackerHub
Do you want a smoother way to track cases and referrals?
Have introducers forgotten to send you referrals?
Are you struggling to manage commissions?
Do you want to generate more business?
TrackerHub is a one-stop & time-saving solution
Industry-Leading Partners
TrackerHub For Mortgage Brokers
TrackerHub was created by mortgage brokers for mortgage brokers.
TrackerHub enables mortgage brokers to track all referrals, receive automatic updates at different milestones throughout the mortgage process, resulting in mortgage brokers being able to provide live updates, and therefore excellent customer service, to clients in real-time.
- Would you benefit from saving hours of time currently spent updating spreadsheets?
- Do you lose track of cases and referrals?
- Does your current system make it easy to track if introducers have forgotten to refer you cases?
- Are you struggling to manage commissions?
- Do you want to generate more business?
If any of the above applies to you then we would highly recommend TrackerHub as a one-stop-shop time-saving solution.
Why we recommend TrackerHub
Why we like TrackerHub
TrackerHub combines technical expertise with mortgage broker sector knowledge which is the perfect combination!
There are very positive reviews and testimonials from mortgage brokers using the service. Our experience of speaking with the team has been excellent.
We have recorded an interview with Graham Wilson of TrackerHub which is available in our Blogs & Media section.
What features do TrackerHub offer?
What are the benefits to a mortgage broker?
Introducers play a key role in the adviser market and the aim 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 TrackerHub strongly believes that the broker market needs a system like this to bridge the gap between the financial world and the introducer.
Co-founder and Director Graham Wilson added…..
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 that 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.
Customer service & support
Graham and the team have been great to deal with whilst we understood more about their business. They have been really quick to respond to queries with detailed and helpful responses.
When using the platform you benefit from lots of information and explanations.
Where required you can also request support via the knowledge base or support tickets.
Incredible value
Fantastic solutions that save time and improve results you might think would cost fortunes.
TrackerHub offers a FREE demonstration and no-obligation 30-day trial and offers incredible value with packages starting at £12 per month per user.
We would recommend anyone not already using TrackerHub signs up for a demonstration and tests the platform out for themself.
What is Tracker Hub and how does it work in practice?
Watch this short video of Graham Wilson, co-founder of Tracker Hub, explaining: What is Tracker Hub and how does it work in practice?
Graham is a vastly experienced mortgage broker and has kindly given up his time to be interviewed on a number of areas of interest for mortgage brokers.
You can check out Graham’s interviews in our “Blogs & Interviews” section, our podcasts, and YouTube channel.
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