How it works

From sign-up to winning clients in 48 hours

MSA Pro is designed to be simple. Sign up online, set your filters, complete due diligence, and start receiving qualified leads matched to your business. No long contracts, no retainers, no minimum spend — just pay for the leads you accept.

Get started

Getting started

Three steps to your first lead

1. Create your profile

Sign up online and build your professional profile. Add your business details, team members, specialties, service areas, and locations served. We verify your credentials and complete due diligence before you go live.

2. Set your filters

Tell us exactly what leads you want. Configure filters for lead types, loan amounts, property values, locations, credit profiles, and more. We only match leads that fit your sweet spot.

3. Start accepting leads

Leads matching your criteria arrive in real-time via email and SMS. Review full details before you commit. Accept to unlock contact details and pay, or decline at no cost. Simple as that.

Your profile

Set up your professional profile

Business details & team

Add your firm details, team member profiles, qualifications, and professional accreditations. Showcase your expertise to potential clients.

Service areas & specialties

Define which lead types you handle, locations you serve (local or national), and any specialisms. We match leads based on your capabilities.

Verification & due diligence

We check professional registrations, insurance, and complete due diligence on your business before you go live. This protects you and the clients we connect you with.

Your dashboard

Everything you need in one place

Real-time lead notifications

Get email and SMS alerts the moment a matching lead becomes available. Accept from your phone or desktop. No waiting for batch deliveries.

Pipeline tracking

Track leads through every stage: new, accepted, contacted, converted, lost. See your full pipeline at a glance and never lose track of an opportunity.

Performance metrics

Monitor leads matched, accepted, declined, and missed. Track your spend, wallet balance, and conversion rates to optimise your ROI.

Export & integrate

Export leads as CSV or push directly to your CRM via API. Connect MSA Pro to your existing workflow without changing how you operate.

Lead management

Review before you buy

Full preview before you pay

See all lead details — property value, loan amount, pension pot, service needed, location — everything except name, email, and phone. Decide if it fits before you spend.

Instant delivery on accept

Accept a lead and contact details unlock immediately. The client receives a notification introducing you. CRM push happens automatically on supported plans.

Decline at no cost

Not the right fit? Decline and pay nothing. You're never locked into leads that don't match your criteria or risk appetite.

Auto-welcome messages

When you accept a lead, our system sends an SMS and email to the client introducing you and your services. First impressions happen automatically.

Ready to see it in action?

Book a 20-minute demo and we'll walk you through the dashboard, show you live lead examples in your category, and set up your filters so you're ready to start.

Book a demo