Lead Generation Tools
Lead Generation Wizards That Convert While You Sleep.
Brokers using our wizards see more client engagement and generate significantly more qualified leads per month on autopilot.
How can you deploy PlanneXa Wizards to start attracting quality leads?
Host the wizard on the Plannexa platform.
Embed the wizard directly into your website.
Incorporate the wizard into your emails, social media posts, banners, ads, and more.
Extend the widget to unlimited referral partners, allowing them to promote it on your behalf.
Money Coaching Wizard.
The Money Coaching Wizard
is an engaging tool designed to assist in generating leads for debt elimination and money coaching. It's fully customizable to align with your brand and can be seamlessly integrated into various aspects of your marketing strategy.
The Money Coaching Wizard automatically sends the prospect its confidential Personalized Financial report. Be sure to initiate a follow-up process to effectively guide them through your sales cycle.
Reverse Mortgage Wizard.
The Reverse Mortgage Wizard
is an interactive widget designed to assist you in generating leads for reverse mortgages. This highly customizable tool can be seamlessly branded to align with your identity and integrated into various aspects of your marketing strategy.
The Reverse Mortgage Wizard automatically sends the prospect its Reverse Mortgage Analysis report. Be sure to initiate a follow-up process to effectively guide them through your sales cycle.
- Identify unnecessary spending patterns.
- Boost monthly cash flow.
- Free up money for debt reduction or savings.
Annual Mortgage Review Wizard.
The Money Coaching Wizard automatically sends the prospect its confidential Personalized Financial report. Be sure to initiate a follow-up process to effectively guide them through your sales cycle.
The Annual Mortgage Review Wizard
is a crucial complimentary checkup that helps you help your clients identify potential savings, explore new options, track your progress, and become mortgage-free in record time.
