We have included a brand new referral button on all mortgage calculators in Acaboom, meaning you can pass leads directly to your mortgage advisor’s email with no effort!
The new editable button for referrals is ready for you to use. Encourage readers to request to be contacted by a Mortgage Adviser, and any clicks on these referrals can be emailed to the provider, as well as logged as an activity in Acaboom. There will soon be the ability to get mobile app notifications too.
Notifications so nothing is missed
- Responses can be sent to the ‘Account’ emails listed for the account (in account settings) or a third party (this can be set on a ‘My Template’ / Account level.)
- A note will be added in the activity area of the mortgage enquiry area
- The data will be in a section the the Daily Opportunity Report, dashboard, and other reports.
Contact firstname.lastname@example.org for anything you’d like to know, or to get your new button set up.