Your Firm’s Relationships, Revenue and Results—All Connected
Track introducers, commissions and performance in one place—so you always know what’s working, what’s profitable and where to focus.
All Your Introducers. All Your Referrals. One System.
Advizo tracks every introducer and every referral from first lead to completed case—all in one place, with no spreadsheets or email digging.
Introducers get their own profiles, referrals flow straight into the system, and every case is visible in a simple pipeline from new lead to completion.
You can instantly see what you’re working on for each introducer, how those cases are progressing and the revenue their referrals generate, giving you clear, confident conversations backed by real data.
Real-Time Commission Tracking—No Spreadsheets Needed
Advizo gives you real-time commission tracking without spreadsheets—showing what’s been paid, what’s outstanding and what’s owed to advisers or introducers.
Expected commission is tracked from submission, payments are logged as they arrive and splits are calculated automatically, no matter how complex the structure.
At any moment you can see total commission due, what’s been received and what still needs paid out. Month-end stops being guesswork, cashflow becomes clear and you can answer “have we been paid for this case yet?” instantly.
Data That Actually Helps You Run the Business
Advizo turns your data into decisions, not forgotten reports. You get clear performance dashboards by adviser, introducer, branch or business area, with conversion rates, case values, product mix, lender spread and renewal pipelines all in one place.
Introducers can see their own high-level stats—leads sent, completions and revenue generated—without you lifting a finger.
Owners see the full picture, advisers see their own, and you instantly know which relationships to nurture, which channels to scale and where the real profit lies.