How do I select my 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, special offers 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.  

To select your client criteria, log in to your dashboard. Click ‘Profiles’ from the left-hand navigation. 

For the profile you want to set up client preferences for, select ‘Actions’ on the right-hand side of that profile. From the dropdown select ‘Manage profile’, taking you to the profile editing page. 

In the ‘Company information’ tab you can select your preferred minimum wealth value of prospective clients. 

In the ‘Expertise’ tab you can select the advice needs of your preferred clients. 

In the ‘Manage profile’ tab you can select the methods of advice and special offers.