Advizo Launches Leads & Campaign Hub

Advizo has officially launched its new Leads & Campaign Hub — a powerful addition designed to give mortgage brokers and advisory firms complete control over how they capture, track, and convert leads.

In today’s market, leads don’t come from one place. They come from websites, social media campaigns, introducers, email marketing, and paid ads.

Until now, most firms have had to piece this together using multiple tools, spreadsheets, or disconnected systems.

The Leads & Campaign Hub changes that.

A Smarter Way to Capture Leads

With this release, Advizo introduces a fully integrated lead capture system that allows firms to collect enquiries from multiple channels in one place.

Advisers can now capture leads from:

• Embedded website forms

• Social media campaigns

• Email marketing

• Introducers and referral partners

• Direct campaign links

Every lead is automatically fed into the Advizo CRM in real time, removing the need for manual data entry and reducing the risk of missed opportunities.

Full Visibility of Lead Sources

One of the biggest challenges firms face is understanding where their business is actually coming from.

The Leads & Campaign Hub solves this by automatically tagging every lead with:

• Source (website, social media, email, introducer, etc.)

• Campaign

• Assigned adviser

• Introducer (where applicable)

This gives firms clear insight into:

• Which marketing channels are performing

• Which campaigns generate real enquiries

• Which introducers are driving business

Instead of guessing, firms can now make decisions based on real data.

Introducing the Campaign Hub

At the core of the release is the new Campaign Hub — a centralised system for managing lead sources and campaigns.

Firms can now create dedicated campaign links such as:

app.advizo.com/campaign/remortgage-campaign-may26

Each campaign can be configured with:

• A predefined lead source

• Assigned adviser routing

• Introducer tracking

• Custom lead forms

This makes it easy to run and track marketing campaigns across multiple channels, all while keeping data structured and consistent.

Custom Lead Forms Built for Advisers

The new Leads feature also introduces flexible lead forms that can be tailored to each firm or campaign.

Firms can capture:

• Applicant 1 and Applicant 2 details

• Contact information (email, phone, date of birth)

• Enquiry type (mortgage, protection, etc.)

• Custom fields specific to their process

All submitted data feeds directly into the lead record, ready for immediate action.

Built-In Protection Against Spam & Duplicates

To ensure data quality, the Leads & Campaign Hub includes built-in protections:

• Bot prevention using Cloudflare Turnstile

• Duplicate lead detection based on contact details

• Smart handling of repeat submissions

This keeps CRM data clean and prevents teams from wasting time on duplicate or invalid enquiries.

Seamless Lead Management

Once a lead is captured, advisers can manage it entirely within Advizo.

The system allows teams to:

• Assign leads to advisers

• Track progress through lead stages

• Add notes and maintain a full activity timeline

• Create follow-up tasks

• Filter leads by source, campaign, or status

Everything is designed to help firms respond faster and stay organised.

One-Click Lead to Client Conversion

When a lead becomes a real opportunity, Advizo allows instant conversion into a client record.

All key information carries across automatically, including:

• Applicant details

• Contact information

• Campaign and source data

• Introducer information

• Notes and activity history

This removes duplication and ensures a smooth transition from enquiry to active client.

Automation from the Moment a Lead is Created

The release also introduces automation triggers tied directly to lead creation.

Using the lead.created event, firms can automatically:

• Send confirmation emails

• Trigger SMS messages

• Notify advisers instantly

• Start follow-up workflows

This ensures every lead is acknowledged and acted on immediately, improving response times and conversion rates.

Built Specifically for Mortgage & Protection Firms

Unlike generic CRM tools, the Leads & Campaign Hub is designed specifically for mortgage brokers and advisory businesses.

It reflects how firms actually operate, with:

• Dual applicant structures

• Introducer tracking built in

• Campaign attribution aligned with real-world marketing

• Direct integration into client and case workflows

This means no workarounds, no compromises — just a system that fits.

A Major Step Forward for Advizo

The launch of the Leads & Campaign Hub marks a significant step forward in Advizo’s mission to provide a complete operating platform for advisory firms.

By bringing lead capture, tracking, and conversion into one unified system, firms can now:

• Understand exactly where their business comes from

• Respond to enquiries faster

• Improve conversion rates

• Reduce manual admin

Start Capturing and Converting More Leads

The Leads & Campaign Hub is now available within Advizo.

Firms can start building campaigns, embedding forms, and capturing leads immediately — all within a single platform.