Identify mortgage and solicitor referral opportunities at a glance

April 14, 2026
Lead Manager

Leads who opt in for mortgage or solicitor referrals now display clear badges in Lead Manager, making it easy to spot referral opportunities without opening each record. Agents can also filter their lead list by "Mortgage Referral" or "Solicitor Referral" to quickly surface all eligible opportunities in one view. This helps teams act on referral income faster and ensures no opportunity is missed.

Learn more about Homeflow Lead Manager and request a demo today.

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