Service 06 — Qualified on affordability
Debt Settlement
In debt settlement the wrong lead is worse than no lead — it consumes a regulated adviser's time and can set an expectation nobody can meet. We qualify on balance, creditor mix and real affordability first, and we hold a firm line on what an agent may and may not say about outcomes.
What is included
Capabilities
Debt relief pipelines screened on balance, hardship and genuine ability to fund a programme before an adviser is involved.
Balance & Creditor Check
Unsecured balance and creditor mix confirmed against your programme minimums.Hardship Qualification
Genuine circumstances established rather than assumed.Affordability Screening
Monthly capacity confirmed so the programme is realistic.Claims Discipline
No outcome promises — agents are scored on staying inside the boundary.Documented Consent
Captured and stored with the record.What you should expect
Outcomes we are measured on
- Advisers speaking only to people who can enrol
- Fewer programme drop-offs in the first months
- A clean compliance trail on every referral
No. There is a strict separation between qualifying and advising, and QA scores it.
Yours — the threshold and creditor rules are set in the programme definition before launch.
Indicators are escalated rather than pushed, and the call is flagged for review.
Keep exploring
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Next step
Let’s build the pipeline together
Tell us what you are trying to grow. We come back with a scoped programme, a timeline and a number — not a brochure.