Mortgage broking is a relationship business with a document-heavy process and long sales cycles. LeadLasso automates lead nurturing, document collection, and milestone communication — so you focus on the advice, not the admin.
A buyer who is 6–12 months from being ready stops hearing from you and goes to the broker they speak to last before applying. Automated nurture sequences keep you front of mind for the entire pre-approval journey.
Waiting for payslips, bank statements, and ID verification creates delays and frustrated clients. Automated document request sequences chase every item with configurable urgency escalation.
Clients whose rates have shifted significantly represent a re-finance opportunity. Automated rate review alerts trigger a personalised reach-out when market rates move in a way that benefits existing clients.