Keep one clean record per client, so returning clients never need retyping and nobody gets the same SMS twice.
Who this is for: Brokers
The three building blocks
Record | What it is | What lives there |
|---|---|---|
Contact | One person. Everyone has exactly one. | Name, phone, email, employment, income, address, licence and passport |
Account | A household or group applying together | The shared fact find and household expenses |
Lead | One deal, such as a home loan or car loan | The application. Still syncs to your aggregator as before |
Rule of thumb: if a detail is true about a person whoever they apply with (ID, income, phone), it belongs on the contact. If it depends on who they apply with (combined expenses, joint fact find), it belongs on the account.
Example
Sarah and Michael apply together for a home loan: two contacts, one shared account, one lead. Later Sarah buys an investment property with her sister Priya. That's a new account (Sarah + Priya) and a new lead. Sarah's contact record doesn't change or duplicate.
Find a contact or account
Click Contacts or Accounts in the left-hand menu.
Search by name, phone or email.
Open a contact to see every account and lead they're linked to, and jump straight into any of them.
Good to know
All existing leads were migrated to contacts automatically. Nothing was lost.
Leads from integrations and the API are matched to existing contacts by email and phone.
You can't delete a contact linked to an active lead. Unlink it first. This protects compliance history.
Need a hand?
Email [email protected] and our team will get back to you.