Mortgage Broker Portal Launched

Published May 16, 2022

At Life Insurance Direct, we’re excited to offer our new mortgage broker portal. This portal will provide brokers with an easy way to refer their clients to us for life insurance quotes. We believe that this portal will be a valuable resource for both brokers and their clients. By using the referral portal, brokers will be able to refer their clients to us while empowering their clients with a resource to research, compare and apply for affordable life insurance protection for their families.

In addition, the referral portal will allow brokers to track their referrals and ensure that they are getting credit for every quote that is generated. Become a professional partner today to take advantage of the easy-to-use portal that allows you to refer, track, and report life insurance leads to sales.

Features of the broker portal

The new portal for mortgage brokers is an innovative way for brokers to keep track of their clients and business. The portal offers the ability to refer clients that they may not be writing a home loan for or for brokers that don’t have our services integrated into their CRM. They can then track the progress of each lead sent and download monthly reports. Providing the outcome of your referrals keeps us accountable and brokers informed.

Refer your clients regardless of your aggregator

We understand that brokers play a vital role in connecting their clients with the right life insurance provider. We pride ourselves on working with a wide range of broker partners, regardless of their aggregator. It’s as simple as signing our online partner agreement, providing your account details so we can deposit referral commissions, and completing the broker accreditation to ensure you refer your clients compliantly. Brokers can refer their clients to us safe in the knowledge that we will be able to provide them with the best possible service.

Track your referrals

The mortgage broker portal allows you to track the progress of each referral sent from the lead stage all the way through to payment. This ensures that you can keep up with the status of each referral and provides you with transparency on how each of these is tracking through the entire process.

Download a monthly report

Aggregators and brokerage owners can download a monthly report to see all referrals, pipeline of referrals in the application stage and paid referrals. Providing information on referral fees payable and to which broker. Additionally, the portal allows the owner of a brokerage with multiple brokers under them to track all the referrals sent by their team.

Compare, Save and Buy Life Insurance

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