
Email address must match clients email we supplied you
All Non-Qualifying Leads will be contacted by AWC and reassessed
Client is seen and qualifies
The appointment was seen & qualifies, but not moving to the next stage OR the advisor missed the appointment.
Client does not qualify after sitting the appointment.
Finance check due to additional information gathered during appointment. (Financial breakdown and estimated dates to be supplied in notes.)
Both parties did not turn up for a couples appointment. (we will rebook)
Advisor chose to proceed with the qualified appointment despite both parties not being present.Both parties did not turn up for a couples appointment. (we will rebook)
Client wants to reschedule, but no date/time has been set. (we will rebook)
Advisor & Client rescheduled the appointment, please provide the new date and time in the feedback so we can update your records.
Client did not respond to calls / texts or emails at appointment time. Please note contact attempts as it helps with rebooking the appointment.