Technology
Lead Management – Start Strong, Stay in Control
Lead management is the heartbeat of the CRM – where every client journey begins.
Leads generated through your own self-generated efforts, or provided by TERN, are automatically dropped into your lead management dashboard, ready to be progressed. From here, you can track, prioritise, and nurture enquiries with ease.
Client records are created instantly with key data pre-populated – including:
- Client name(s)
- Contact information
- Client ID and security address
- Lead source, lead status, and case status
- Date created
From the lead view, you can jump straight into the digital factfind or product research tool, with any previously captured information automatically pulled across – saving you time and cutting down on repetitive data entry.
It’s not just about tracking. It’s about nurturing:
- Add notes from conversations and factfinding calls
- Set reminders and tasks to follow up at the right time
- View activity history and timeline of engagement
- Move leads seamlessly through status updates and case progression
Each client has their own dedicated profile with tabs for:
- Client details – personal information, contact details, and client-specific notes
- Cases – view and manage all active or historic equity release cases linked to the client
- Leads – track the origin, status, and progression of any inbound or referred leads
- Activity – a full timeline of interactions, notes, tasks, and updates across the client journey
- Milestones – key stage markers from initial enquiry through to completion and commission
- BSS (Business Submission Sheet) – export-ready summary of the advice and compliance journey, formatted for suitability and audit purposes
This isn’t just a contact list – it’s a dynamic, fully integrated workspace that keeps you organised, responsive, and in full control of your pipeline.
“Joining TERN gave me the freedom to grow my business on my own terms. Their structure supports independence — but never leaves you on your own.”
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