The “Create Shareable Link” feature in GM Mortgage widget on GoalsMapper dashboard allows you to generate a unique, personalised link that leads to a branded mortgage landing page.
🔗 This link is unique to you—making it easy to track enquiries and attribute leads to your advisory services.
How to generate your shareable link?
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On your GoalsMapper Dashboard, locate the GM Mortgage widget
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Click the “Create Shareable Link” button
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Share your unique shareable link with your clients and prospects
If your client is interested, they can fill in and submit the Mortgage Enquiry Form through your link. Their enquiry will be automatically added to your Leads list in GoalsMapper.
Your clients will get access to:-
Latest lowest mortgage rates
- A mortgage calculator
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A submission form to request assistance
Here’s what your clients or prospects will view when they click your referral link: -
This positions you as a trusted financial consultant who can also assist with mortgage financing enquiries, adding value beyond traditional planning. You can:
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Embed it on your website
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Use it in Facebook or online ads
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Share it directly with prospects and clients
🎯 Use this tool to generate new leads, offer added value, and expand your advisory service offering seamlessly.
What happens after submission?
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Their enquiry will be automatically added to your Leads list in GoalsMapper
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Our team will be notified immediately
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A WhatsApp group chat will be created between you and our in-house GM Mortgage Specialist
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Once you’re ready, you can add your client into the chat and our specialist will take over from there
Stay updated with GM Mortgage news and tools
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