We find the client, start the conversation and hand it to you.
Client Connection.io is our lead distribution product. It takes enquiries created by our own public calculators, verifies and enhances them, begins the conversation, and passes an adviser a client who is ready to talk.
Click a name on the left to look inside a real enquiry.
New enquiries · this week
← Click any name to see everything that came with it.
Sarah & Tom Whitely
Mortgage review · fixed rate rolls in 34 days
$8,240 potential saving
Mortgage Review Calculator
What they entered
- Loan balance
- $612,000
- Current rate
- 6.79%
- Remaining term
- 24 years
- Fixed expiry
- 34 days
$8,240 potential saving
Over the next fixed term, on the assumptions entered.
What they told you
- Property type
- Owner occupied
- Also holds
- Investment property
- Looking to
- Refix and consolidate a personal loan
- Timeframe
- Within the next month
How the conversation started
- 1Opened 'Is your rate still right?' email campaign
- 2Completed the Mortgage Review calculator (3m 12s)
- 3Downloaded the branded results report
- 4Requested a call and picked a time
Suggested opening: They already know their number. Open with the $8,240 illustration and the 34-day expiry.
Illustrative demo with sample data. Calculator outputs are illustrations based on the assumptions entered and are not financial advice.
How it works
Calculators create the demand. Client Connection makes it reliable.
The public calculators and the distribution product are two halves of the same engine. One creates the moment, the other makes sure an adviser is in the room for it.
Public calculators create demand
MyRateCheck and HMCIB put real calculators in front of people who are already doing their own maths. They get their answer for free — we get a genuine conversation, not a form fill.
Client Connection finds and enhances
Client Connection.io verifies and enriches each enquiry, adds the situation behind the numbers, and scores it — so what reaches an adviser is reliable, not raw.
We start the conversation
The person is contacted, the intent confirmed and a time agreed. The adviser buys a conversation that is already underway, not a name and an email address.
Free directory listing included
Every Client Connection adviser also gets a free listing on the FindAMortgageBroker sites, so enquiries continue to find them directly.
What you get
A conversation, not a contact record.
- Enquiries generated by our own public calculators, MyRateCheck and HMCIB
- Identity, contact and situation checks before anything reaches you
- Enhancement — the numbers they entered, the result they saw and what they want to do next
- We open the conversation and confirm intent, so you are not cold calling
- Delivered to you by email, or straight into your CRM
- Free adviser listing on the FindAMortgageBroker sites
- Buy conversations as you need them — no long campaign commitment
Where it sits
Client Connection is adviser-facing lead supply. CalcStudio is the adviser's own calculator, report and enquiry product — the enquiries it captures belong to the adviser. The public lead inventory created by MyRateCheck and HMCIB belongs to Riverhorse Technologies Limited and is distributed through Client Connection.
Most advisers use both: CalcStudio to work their own audience and database, Client Connection to top up with new conversations when they want more volume.
Ask about availability in your area