Manage every introducer relationship in one place.
Track referrals, solicitors payments, automated invoices, remittances and team or individual performance.
- Manage all your introducers in one place
- Track performance and pipeline for advisers and introducers
- Automated branded invoices and remittances for solicitors and introducers
Everything you need to
manage your introducers.
Introducers
Keep contacts, referrals and relationships organised in one place.
Pipeline
Track every case from referral through to completion.
Invoices & Remittances
Reduce manual admin and stay on top of payments.
Reporting
Understand performance and see where your business is growing.
See Follow My Lead in Action
Your introducer business, at a glance.
See your introducers, pipeline, commissions and performance from one clear dashboard.
- Introducer directory
- Pipeline tracking
- Invoices & remittances
- Performance reporting
Less Admin
Manage referrals, invoices and remittances without relying on multiple spreadsheets.
Clearer Pipeline
See where every referral sits from introduction to completion.
Better Visibility
Understand introducer performance, commissions and opportunities from one place.
Simple, transparent pricing.
Choose the plan that fits your business today — scale up when you're ready.
Starter
Perfect for individual brokers.
- One user
- Mortgage & Insurance Pipeline
- Solicitor Pipeline
- Automated Invoices and Remittances
- Reporting Dashboard
- Branded Documents
- Software Updates
Professional
Ideal for growing firms.
- Up to 5 users
- Mortgage & Insurance Pipeline
- Solicitor Pipeline
- Automated Invoices and Remittances
- Reporting Dashboard
- Branded Documents
- Software Updates
Business
For established firms.
- Unlimited users
- Mortgage & Insurance Pipeline
- Solicitor Pipeline
- Automated Invoices and Remittances
- Reporting Dashboard
- Branded Documents
- Software Updates