🔧 Selecting Your Preferred Client Criteria

Within your Unbiased dashboard you can set your criteria to only receive enquiries from the clients you want. These filters include advice area, client assets, mortgage size, pension size, and how you provide advice (face to face, online, telephone). 

Once you’ve selected your criteria, we’ll only send you enquiries that match or exceed your preferences.

In the ‘Enquiry Filters’ tab (Profiles > Choose Profile > Click 'Enquiry Filters') , you can select your minimum assets.

To Select Your Preferred Client Criteria and Assets: 
1. Log into the Unbiased ProApp dashboard. 
2. Click ‘Profiles’ on the left-hand navigation. 
3. Select your main profile from the list.  
4. Click the'Enquiry Filters' tab, as seen below:


In the ‘Enquiry Filters’ tab, you can also select the advice needs of your preferred clients:

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If you would like advice and support, your Account Manager please email: pro@unbiased.co.uk or call 0800 011 9671 weekdays between the hours of 9:30am and 5pm.