About The Urgent List

The urgent list is just list, like My Leads and All Leads, that you can use to see who’s coming up for renewal, the standard set up from this list is all mortgages completing in the next 4 months.

We can set bespoke time frames on this list for you. Think about trying 0–4 months from expiry as a key conversion window for you, or even 2–4 months.

The list is your oyster!

Want this set up? Just get in touch.

Here's how to report on your performance.