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4 rounded glass squares in a 2 by 2 grid on a dark background. The bottom right square glows sky blue and small embers drift around them.

Your leads are not dead. They are embers.

osimr is the complete operating system for UK mortgage companies. It finds the leads your team gave up on and follows every one through to completion.

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The problem

Your leads live in one system. Your cases live in another.

So nobody can answer the one question that matters: did the leads we paid for turn into mortgages?

  1. 01

    Leads closed too early

    A single unanswered call and a lead you paid for is marked dead. It never got a fair go.

  2. 02

    Callbacks that lapse

    "Ring me Monday" turns into Wednesday, then into never. Nobody notices, because nothing tells them.

  3. 03

    Replies nobody answers

    A customer texts back asking for a call. The message sits there while they speak to someone else.

Needs attention

The leads your team gave up on, back at the top.

Needs attention is the screen osimr was built around. It finds the people who are still warm and waiting on somebody, most urgent first.

  • Customers who replied and were never phoned
  • Callbacks that lapsed
  • Leads you bought and never rang
Please call me on Monday

Call backA person rings them on Monday.

No thanks, I no longer need it

CloseA person closes it, with a reason.

Each card leads with the customer's own words, because those 2 messages need opposite actions. osimr puts the words in front of your team, and a person decides.

4 counters from the Needs attention screen: Call now 5, they asked for this time. Later today 0. Replied, not called 4. Never called 27, with £360.00 of spend untouched.
2 Needs attention cards. Priya Raman replied: Hiya could you ring me at 15.00 please. Harriet Oakley replied: Can you call me tomorrow around 11 please, at work before then. Each card shows the lead source, cost, owner and number of calls.

Every card shows what the lead cost and who owns it. So the leads you paid for and never worked stop being a feeling and become a list.

From first call to completion

One system, from the first call to a completed mortgage.

No handover between a lead system and a case system. The same record carries on, so the question of what each lead turned into always has an answer.

  1. 01

    Lead arrives

    From your website form, a lead supplier or an import. Duplicates are caught before anyone rings the same person twice.

    The lead queue. Status filters for New 29, Working 17, Call back 45 and Appointed 53, above a list of leads with their phone number, postcode, source, cost, owner, progress and age.
  2. 02

    The team works it

    A queue that puts the next call first, with callbacks, texts and WhatsApp on the same record. When a callback is missed, it says so, with the number to ring.

    A lead record for Harriet Oakley with status Call Back. A banner reads Callback due, Mon 26 Oct, 20:06. Below it, a to do item says Callback missed for Harriet Oakley. Ring them now on 07700 900201.
  3. 03

    Appointment booked

    The booking diary and each adviser's calendar, in the same place the lead was worked. Booked and held are counted separately.

    The booking diary for the week of 2 to 8 November, with a column for each day and Wednesday 4 November marked as today.
  4. 04

    Case opened

    Fact-find, compliance file, recommendation, application tracking and protection, through to completion. Every stage sits on a single line, so anyone can see where a case is.

    A case for Kieran Doyle, remortgage. A progress line runs from Appointment booked through Fact find, Research, Recommendation and Decision in principle, to Application submitted, Valuation and Offer received.
  5. 05

    Client sends documents

    From their phone, through their own secure page. There's no login to remember: they confirm their postcode and send what was asked for.

    A phone lying on dark slate showing a client page from Harbour Vale Mortgages: Hi Kieran, let's get you started, with a box asking for the client's postcode.

Reporting

Know what your leads are worth.

Reporting that closes the loop, from what a lead cost to what it became.

5 reporting tiles for the last 90 days: Leads 185, Appointments 33, Cost per appointment £141, Spend £3,660 and Completions 18.
The team screen. Cards for each telemarketer show leads assigned, calls today, calls over the last 7 days, appointment rate and callbacks due.
  • Cost per appointment by sourceWhat each supplier's leads really cost you once you count only the ones that booked.
  • How reachable each supplier isWhich suppliers send people who pick up, and which send numbers nobody answers.
  • How each person is doingCalls, appointments and callbacks due, person by person.

Your statuses, 9 shared categories

Every company names its lead statuses its own way. osimr maps yours onto 9 shared categories, so "won or lost" can always be answered, whatever your team calls things.

Get money back, and keep clients

Get money back. Keep the clients you already won.

A Second look card for Leah Collins, closed as Invalid Number. Notes show she was closed after 1 call when the rule is 3 calls over 2 days, and the only call lasted 10 seconds. Buttons read Reopen, It is fine and Talk to Owen.

Second look

Closed leads are checked against your own rules, such as 3 calls over 2 days. Patterns like many calls ended within 5 seconds are flagged for a manager to review.

A flag is a reason to look, not a finding.

The supplier returns screen. A summary by source shows HomeQuote and MoneyPath with waiting, accepted and refused returns and the amount credited. Below, 2 leads are waiting on the supplier, one for a wrong or dead number and one for fake or test details.

Supplier returns

Bad leads are gathered with the evidence your supplier asks for, ready to claim back. When a return is accepted, it comes off what the lead cost.

The rate watch screen with tiles for Standard rate, Ending soon, Saving and Monthly saving, above a green band showing £7,440 earned from 5 past clients who came back in the last 12 months.

Rate watch

Clients whose deal is ending, or who could save now, surface before another broker reaches them. Checked against your own table of today's rates.

Built for a regulated business

Your data, kept apart and accounted for.

  • Kept apart in the database itself. Each organisation's data is separated at the database level.
  • Two-step sign-in for everyone on your team.
  • An audit trail nobody can edit. What was done, by whom and when.
  • Roles that decide who sees what, including the cost of each lead.
  • A plain staff notice explaining what is recorded and why, written with Consumer Duty in mind.

Security and data

A UK terraced street at dusk with one window lit.

Every one of them was somebody's next home.

Your leads are not dead. They are embers. Let's find them.

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