Qualifi
A website plugin for leads, self service calculators and comparison tools
Qualifi
Qualifi is an integration designed for broker's customer use (i.e. loan applicants) as an iframe on broker's or referrer website. It can be used on all devices and provides an intuitive flow for loan customers to check on products and to generate leads that will go direct to your Salestrekker workflows
Try Qualifi home loan widgets here:
Qualifi widgets can be embedded on a landing page on broker or referrer's web site for lead generation from new clients. A QR code can be printed on broker's marketing materials such as brochures or business cards. Separate lending pages can be created for home loans, asset finance and personal loans. Once client enters own details, a new deal is created (in LoanQ and Salestrekker) and all collected data is autosaved.
Brokers can set up destination workflow and stage as well as deal owner and deal type. Salestrekker automations can take over from there.
