The ultimate goal


Ultimate Goal

Mark as is so important for your business.

The holy grail – closing leads

After you book a meeting you’ll get a reminder in your marked leads list on the day of the scheduled meeting.

If the remortgage process has begun you need to mark the lead as ” Case started“.

This means the lead will be removed from your lists. We will stop sending alerts about the relevant property.

The handover

We built Eligible to help save you time and resources when chasing clients, so that you have more time to do what you love. Once you’ve got the meeting booked, they’ve attended and are submitting an application – it’s over to you. 

Marking leads as "Case started" will hide them from your Magic Lists, or you can filter by “Marked tasks” in your all leads list.

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