Category Archives: Hints & Tips

Gift your business with leads this Christmas

It can be tempting to start winding down in the lead up to Christmas, however, your business won’t thank you for it if you do. As tempting as it may be to check out for Christmas, there’s still plenty of work to be done, and also a plethora of leads that you can acquire!

Even when you’re not sitting in your office this Christmas, or in front of your computer screen, you can still be effective in generating leads. And no, it’s not magic – here are some tips to guide you through a Christmas period of productivity, even when you’re in front of the fire with a mince pie in hand – you’ve just got to put in some work before you can put your feet up!

Automation is here, bringing good cheer!

Live Chat applications continue to be a big hit in the digital world. They can offer you the great power to fully automate website processes. Chat bots are there to automatically engage with any messages you receive, again, meaning you don’t have to actually be there in person all the time.

Add a live chat to your website – you can even customise the message on each page of your website so that you can get people to ask specific questions based on what they’re seeing on that page – there will be a reason as to why they navigated there in the first place.

The bot can then gather the initial information from the customer, which can then be passed over to you or one of your team to provide the most adequate support. It also saves you from having conversations with people who may not be looking for exactly what you offer, which is why we have this on our website.

 Make tweaks to your homepage

Put yourself in the shoes of someone who has just landed on your website and ask yourself: is it clear what we do, is it clear what we can offer them, and have we made it easy for them to get in touch?

Take advantage of easy-to-use plug-ins, like the ones we offer, and position yourself as a credible and modern professional adviser. Our plug-ins ask only basic questions, which means visitors are more likely to fill in the form – an easy way to generate leads without having to have an initial conversation! Plus you’ll receive those leads encrypted (so no security issues) and if you use The Key, our compliance and CRM system, they’ll go directly into the system, so no rekeying.

UKMortgages

Wait, there’s more! Our guide to gaining more leads for Christmas would not be complete without yet another easy-to-use option – our very own UKMortgages! The completely free-to-use, lead generation suite is compiled of a consumer-facing mortgage calculator & adviser search app, a website and an Amazon Echo Skill. This state-of-the-art mortgage tool offers a fantastic way for customers to get in touch with your business at any time.

Set up advertising

If you’re happy to spend money on advertising, this is another great way to get leads without having to go out yourself to get them. There are plenty of different types of ads, so it’s important to know what platform will be the most benefit to your business – be it Google, Facebook or LinkedIn. A few questions that will help you make the right decision are as follows:

  • What platform your target audience is on?
  • Which products you could potentially sell to them?
  • What they’re interested in?
  • How you can address them to turn them into paying customers?

There are different types of ads depending on what your goal is and how far along the sales funnel the people you’re targeting are. You will want to run a mixture of brand awareness, consideration, and conversion ads – these can be set up to run even when you’re not in the office.

Upfront effort for some long-term returns

As you can see, you don’t have to be putting in the backbreaking effort every single day to increase your leads. You’ll have to spend a bit of time setting processes up and putting the wheels in motion initially. But, if done correctly, these processes can then run efficiently with little tweaking needed. This all means more time for you to spend with your family this festive season, and you can’t say no to that!

Wishing you a wonderful festive period and many hours with your feet up in front of the fire with a mince pie in hand.

Your digital summer

Jetting off on an airplane to somewhere tropical this summer? Or, perhaps, you’re heading somewhere closer to home here in sunny England. Whatever your plans, many of you will want to make sure you’re still there for your customers, if they need you – even if that’s from a beach or whilst sunning yourself by a swimming pool!

Luckily, we’ve got you covered – not only with our products, but with some top digital tips, too.

Make sure your business is listed on UKMortgages

Summer is a popular time to move house so plenty of people will be in need of your professional help. If you are a Mortgage Brain sourcing user, you can list your business on UKMortgages, our free lead generation suite for brokers, and help local customers to find your firm’s details and get in touch.

All you need to do is to provide your details on our website and you’ll be good to go.

ariel homes

Source any time, any place…

MortgageBrain Anywhere is our online, whole of market sourcing system. It provides total flexibility, allowing you to source mortgages for your clients anytime, anywhere from any PC, tablet or laptop, you just need an internet connection. Products are updated automatically and there is no need to download anything.

You don’t even need to be on the same device each time you log in, either. MortgageBrain Anywhere is exactly that: anywhere! You can start a case on your computer at work, and continue it later on your iPad or tablet, which is helpful when you’re going away on holiday and don’t have access to your laptop or PC.

If you’re not yet a MortgageBrain Anywhere customer, you can get your hands on a 30-day free trial and see what you think.

Keep in step with your clients whilst away

It’s not just you who will be thinking about how you can tie up all the loose ends before going away. We can also help your clients get things in order so that they can enjoy more of their summer.

The Key Client Portal is part of our digital customer journey offering and was designed with a better customer experience in mind, to ensure efficient communication and information exchange between you and your client.

The main benefit of your clients using the Client Portal is its time-saving ability. The Portal’s Fact Find functionality enables your clients to input their own data – with 24-hour access so they can do it at a time most convenient to them. This means you can collect data on your clients without having to organise a meeting to gather this information – handy if either of you have a holiday booked during this time!

Client Portal

You can try the Key free for 30 days here if you don’t use it already, and we have plenty more benefits outlined for both you and your clients with regards to the Client Portal on our dedicated page.

Social media savvy?

You may be going on holiday, but your business doesn’t need to take a break! Social media is a fantastic – plus simple – way to generate potential leads and raise brand awareness even when you’re not in the office.

If you have a Facebook page, spend some time before you go away scheduling in posts. For those of you who use Twitter or LinkedIn, there are plenty of scheduling platforms around that you can use – take a look at Buffer, Hootsuite and Hubspot, amongst others.

During the summer months, it’s also preferable to share even more value-adding content such as light-hearted articles or tips that people will find interesting – anything that adds value to your followers. This is likely to gain you an engaged audience, which, if they’re in your target audience, means they may be more likely to consider your services because they have a great impression of you from social media.

In summary – enjoy your summer

So, that’s your digital summer in a nutshell! If you have any other tips about how you manage your business whilst you are away, or any other features of our systems that are helpful during the holiday season, make sure you share them by tweeting us!