Your account dashboard

At the heart of your Unbiased plan is your dashboard. This is where you receive all your customer enquiries via our lead generation service, manage your client pipeline through to conversion and beyond, view key metrics, measure your return on spend and grow your advice business.

Companies listed with us:

  • cmg
  • novus
  • mortage-marketplace
  • dns
  • fc
  • hfm
  • home-of-mortgages
  • bb

Key benefits

  • Get the leads you want

    Set your own criteria for the clients you most want to attract.

  • Advertise in our directory

    Stand out in the listings with a unique profile clients will notice.

  • Reach clients in multiple locations

    Purchase additional locations to find leads across the UK.

  • Preview all leads

    See details of each enquiry and choose whether to purchase or reject.

  • Manage all your clients in one place

    Upload clients from other sources and easily manage your entire pipeline.

  • Track performance with analytics

    Check daily how your profile is doing and optimise it for your business.

The benefits of your dashboard

The dashboard of your Unbiased plan lets you:

  • Take care of ALL your clients (not just those found via Unbiased) in one place
  • Advertise in our Directory by creating your unique Unbiased profile
  • Receive, preview and accept/reject client enquiries
  • Purchase enquiries (individually or in bundles)
  • Manage new clients through every stage of the onboarding process
  • Organise each client relationship using dynamic information
  • Set reminders for key actions
  • Welcome potential clients with automated messaging
  • Live-chat with clients and prospects
  • Use analytics and insight to track and measure performance
  • Add multiple account users with controlled permission settings

How your dashboard works

Your dashboard is a single command centre from which you can oversee all your customer-related activity. Let’s walk through the key features.

Home dashboard

Your home screen gives a complete overview of your account and performance. If you have more then one profile they will all be listed here.

Choose the date ranges in which to display your key statistics, which show:

  • Your enquiry performance
  • Profile search volumes
  • Call statistics (If on the Growth Plan)
  • Pipeline performance summary

From this screen you can manage your profile(s) and run custom analytics reports. See your pipeline summary to understand which part of the sales funnel needs nurturing.

Your enquiries

Pipeline kanban

Click ‘Enquiries’ in the side menu to see this screen.

Here you can see all your enquiries in one place. Use the first tab to track each enquiry through the whole client onboarding process, from first contact to conversion.

Your enquiries are sorted into columns based on how far you’ve proceeded with them. When you’ve progressed an enquiry to a higher stage (e.g. from ‘Accepted’ to ‘Contact made’), simply click and drag it into the appropriate column.

New enquiries

You can also:

  • Keep track of all messaging related to each enquiry
  • Store notes on each enquiry, so that key info is where you need it
  • Set yourself email reminders (e.g. for follow-up actions)
  • Sort enquiries by category (e.g. New, Accepted, Rejected)
  • Search and filter on enquiries

Add your non-Unbiased clients to your enquiries dashboard

Add a client form

A particularly useful feature of your dashboard is the ability to add in customers whom you have found via other sources (i.e. not through Unbiased). This allows you to manage them with the same convenience and flexibility, and so lets you keep tabs on your entire client list in one place.

Adding non-Unbiased clients to your dashboard enables you to conveniently and cost effectively have a top-level view of your sales funnel, allowing you to understand which stages of the funnel are working well and where to successfully invest more to improve your ROI.

Other features of your dashboard

Your Unbiased pro dashboard combines a powerful marketing platform with business management tools. Besides all of the above, you’ll be able to:

  • Customise your Unbiased profile to stand out in our listings
  • Advertise special offers (e.g. a free financial review) to attract customers
  • Set up different advice options (e.g. face-to-face or remote)
  • Display client testimonials

Additional features to grow your business

There are many other features of an Unbiased plan that will help you build your business, including:

  • Set your criteria to receive the clients you want
  • Receive enquiries pre-filtered to match your preferences
  • Increase your brand exposure with a profile promoted in additional locations
  • Manage your entire client base with pipeline monitoring and conversion software
  • Advanced analytics and insights to track and improve sales performance

Find out more

Enter your details and one of our experts will be in touch to discuss how Unbiased can help your business grow.

Find out how Unbiased uses and protects your data in our privacy policy.

Other platform features