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    Lead Capture

    Lead capture for mortgage brokers and advisory firms

    Advizo's lead capture turns every channel — your website, social campaigns, email marketing and introducer partnerships — into a single, structured intake of qualified enquiries. No spreadsheets. No missed follow-ups. Every lead lands in Advizo, ready for an adviser to action.

    Lead Inbox

    Capturing from all channels

    ● Live

    Capture Channels

    Website
    Facebook
    LinkedIn
    Email

    42

    Leads today

    68%

    Contacted

    Incoming Leads

    Olivia Bennett

    via Website form

    Mortgage

    Daniel Carter

    via Facebook ad

    Protection

    Priya Shah

    via LinkedIn post

    Remortgage
    Auto-assigned to duty adviser

    Turn website visitors, social followers and campaign clicks into structured leads

    Related capabilities: Campaign Hub, Client Management, Automations & Tasks

    Website Lead Capture

    Embed branded lead forms directly into your firm's website. Enquiries flow instantly into Advizo with zero manual data entry — eliminating delays between a prospect submitting an enquiry and an adviser receiving it.

    Customisable Lead Forms

    Match your firm's brand colours, copy and tone of voice. Configure custom success messages, redirect URLs and on-brand confirmation experiences so prospects feel they're dealing with you, not a generic CRM.

    Custom Fields

    Capture exactly the data your business needs. Add bespoke fields for mortgage type, protection requirements, property value, employment status, or any other qualifier — tailored to each service line you offer.

    Multi-Channel Intake

    Receive leads from Facebook, Instagram, LinkedIn, Google Ads, email campaigns, introducer portals and your own website — all flowing into one inbox so nothing slips through the cracks.

    Instant Routing & Automations

    New leads can trigger automated welcome emails, adviser assignments, follow-up reminders and task creation — getting prospects engaged within minutes of enquiry, not days.

    Lead Status & Conversion Tracking

    Track every lead through qualified, contacted, converted and lost stages. See conversion rates by source, adviser and service type — and identify exactly where leads drop out of your funnel.

    Built for real advisory workflows

    Here's how firms like yours use this feature every day.

    Convert website visitors into qualified enquiries

    Embed an Advizo lead form on your firm's mortgage page. Visitors submit details, the lead lands in Advizo, the duty adviser is automatically assigned, and a branded acknowledgement email is sent — all within seconds.

    Capture leads from social media campaigns

    Run a Facebook or Instagram campaign promoting first-time buyer advice. Direct clicks to a custom Advizo lead form tagged to that campaign, so every conversion is captured and attributed to the right channel.

    Onboard introducer and partner referrals

    Give estate agents, accountants and mortgage introducers their own branded lead-submission form. Referrals flow into Advizo tagged to the introducer, so commission tracking and partner reporting is automatic.

    Run paid ad campaigns with confidence

    Connect Google Ads landing pages to Advizo lead forms. Every paid click that converts becomes a tracked lead — letting you measure cost-per-lead and ROI down to the campaign level.

    FAQs

    Frequently asked questions

    What's the best lead capture tool for UK mortgage brokers?+
    The best lead capture tool for mortgage brokers is one that lives inside the CRM that will work the lead — so there's no Zapier, no manual export and no dropped leads between systems. Advizo's lead capture creates a branded form you embed on your website, landing pages or Google Ads campaigns. Every submission becomes a live lead in the CRM, automatically routed to the correct adviser, with all source data (campaign, channel, UTM) preserved for ROI reporting.
    How do mortgage brokers route incoming leads to the right adviser?+
    Use rule-based routing: by source (purchase, remortgage, BTL, protection), by region, by adviser availability or by round-robin. Advizo lets you build these rules without code, so a self-employed mortgage enquiry from Manchester automatically goes to the adviser who handles complex income, while a straightforward purchase from Surrey goes to whoever is next on rotation. Routing happens instantly, so the lead is contacted while intent is highest.
    Can Advizo capture leads from my website, Google Ads and social media?+
    Yes. Advizo's lead capture supports embedded website forms, dedicated landing pages for paid ad campaigns, and direct integrations for Meta Lead Ads. Every channel writes into the same CRM with the original source preserved, so you can compare cost-per-lead across Google Ads, Meta, organic search and referral without spreadsheets.

    Ready to transform your firm?

    See how Advizo can streamline your workflows, delight your clients, and give you back your time. Book a tailored demo with our team today.