This is the enquiry an advisory earns the most from. The investor has shown they will act, and the question they are asking is the one a plan answers.
What a portfolio investor states
The form fields are the same for every investor. A portfolio investor fills them differently, and it shows.
- Goal: the next purchase, or a plan for holding several, in their own words
- Budget range for the next one, usually firmer than a first investor's
- Equity position across what they own, as they stated it
- Timeframe, often tied to a lease ending or a fixed rate rolling off
- Location interest, and it is often a different state from the first property
What they usually misunderstand
The common one is treating equity as cash. They have watched the value rise and assume the difference is theirs to spend. They have not asked whether a lender will extend them, and the next loan is where most portfolios stall. They rarely know that land tax rules differ between states. And most have every property in their own name, because nobody suggested otherwise when they bought the first.
These are the questions of an investor who has outgrown a sales agent. They are exactly the questions an advisory is paid to answer.
Why does the first call decide the outcome?
A portfolio investor is not asking which property to buy. They are asking whether to buy, hold, sell or restructure, and in what order. That is a strategy question, and the first call is where you show you can answer it.
Because the enquiry carries their stated equity, budget and timeframe, you can open with a view rather than a questionnaire. An investor who hears a plan for what comes after the next purchase, rather than a pitch for one, tends to stay on the phone.
What arrives, and on what terms
Each enquiry is checked for a working Australian mobile, matched to your markets and checked for duplicates against every lead you already hold. It reaches you by SMS and email the moment it arrives, or into your CRM on request.
- Sent to one advisory only; never shared or resold
- One price per lead, agreed in writing before the campaign runs
- No retainer, no lock in, no minimum term
- Wrong number, duplicate, outside your markets or not an investor enquiry: flag it within five business days and it is replaced or credited
- Lead data stored in Australia; no advice from us and no contact with the investor after delivery
What to ask before you pay for a portfolio lead
Ask whether the equity position is stated by the investor or estimated by the supplier from a postcode. Ask whether the goal is in the investor's words or a box they ticked. Ask whether the supplier sells the same record to a broker as well as to you. And ask how a repeat enquiry from the same investor is handled.
With us the equity is what the investor stated and the goal is typed in their own words. The record goes to you and nobody else, and a repeat enquiry is treated as a duplicate. We do not verify the equity with a lender. We record it, and we say so.