Broker Opportunities & Pipeline Management
Capture and manage opportunities from every channel in one place. Track broker recruitment from first contact through to onboarding with AI-powered scoring, intelligent routing, and seamless handover to your compliance workflows.
Why Aggregators Choose Our Opportunities Module
Purpose-built for broker acquisition and recruitment pipeline management
Multi-Channel Capture
All sourcesCapture opportunities from websites, landing pages, referral forms, marketing platforms, CRMs, and partner channels into one structured pipeline.
AI-Powered Scoring
IntelligentAI-driven lead scoring prioritises the most promising brokers based on profile, engagement, and historical conversion patterns.
Intelligent Routing
AutomatedAutomatically assign opportunities to the right manager or team based on territory, segment, licence type, or risk profile.
Seamless Onboarding Handover
ConnectedWhen an opportunity is approved, automatically create onboarding and accreditation workflows in CompliCentral for seamless handover.
Comprehensive Opportunity Management Features
Everything you need to manage broker acquisition and recruitment pipelines
Multi-Channel Lead Capture
Capture opportunities from websites, landing pages, referral forms, uploaded files, CRMs, and external platforms.
- Website form capture
- Referral partner feeds
- CRM integration
- File upload support
Configurable Pipelines
Create configurable pipelines for different opportunity types including broker acquisition, partner recruitment, and client leads.
- Custom pipeline stages
- Stage-based tasks
- Approval workflows
- Milestone tracking
AI Lead Scoring
AI-driven scoring prioritises the most promising opportunities based on profile, engagement, and conversion patterns.
- Predictive scoring
- Engagement tracking
- Conversion analysis
- Priority ranking
Activity Tracking
Track all activities for each opportunity including calls, emails, meetings, and notes in one place.
- Call logging
- Email tracking
- Meeting notes
- Task management
Onboarding Integration
Automatic creation of onboarding and accreditation workflows when an opportunity is approved.
- Seamless handover
- Workflow triggers
- Data transfer
- Status sync
Pipeline Analytics
Dashboards and reports showing pipeline volume, conversion rates, bottlenecks, and performance by channel.
- Conversion analytics
- Pipeline dashboards
- Channel performance
- Forecast reports
Opportunities Module FAQ
What is the CompliCentral Opportunities Module?
The Opportunities Module is a pipeline management system that captures and tracks broker recruitment opportunities from first contact through to onboarding. It consolidates leads from websites, referral partners, marketing platforms, and CRMs into one structured pipeline with AI-powered scoring and intelligent routing.
Related: What lead sources can be captured? • What pipeline stages are available?
How does the Opportunities Module integrate with onboarding?
When an opportunity is approved in the pipeline, CompliCentral automatically creates onboarding and accreditation workflows. All prospect data transfers seamlessly, eliminating re-entry and ensuring a smooth handover from recruitment to operational compliance processes.
Related: How does data transfer work? • How are workflows triggered?
Why do aggregators need opportunity management software?
Aggregators need opportunity management software to consolidate broker acquisition from multiple channels, prioritise high-value prospects with AI scoring, reduce leakage between marketing and operations, and improve forecasting for broker growth and campaign performance.
Related: What are the benefits of AI lead scoring? • How does pipeline management improve conversion?
When should aggregators implement the Opportunities Module?
Aggregators should implement the Opportunities Module when managing broker recruitment across multiple channels, wanting to improve conversion rates, needing better pipeline visibility, or seeking to automate the handover from recruitment to onboarding.
Related: How long does implementation take? • What is the ROI?
Where does the Opportunities Module fit in the broker lifecycle?
The Opportunities Module sits at the start of the broker lifecycle, capturing prospects and managing them through qualification and approval stages before handing over to Onboarding, Induction, and Accreditations modules for operational compliance.
Related: How does it connect to other modules? • Where is pipeline data stored?
Who uses the Opportunities Module?
Business development managers, broker recruitment teams, aggregator operations teams, and marketing teams use the Opportunities Module to manage broker acquisition pipelines, track activities, and measure recruitment performance.
Related: Who manages pipeline stages? • What access controls are available?
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