IVA CaseFlow™ helps established debt advice and IVA firms generate qualified, exclusive enquiries through a proven Meta ads, funnel, CRM and speed-to-lead system — not shared leads, not recycled data, and not another generic agency campaign.
Big IVA firms do not need another supplier promising “more leads”. They need a controlled acquisition system that improves the entire journey from advert to adviser conversation.
This is not theory. The numbers below come from a live, long-running UK debt lead generation operation.
The lead capture is designed to give advisers usable context from the first touch, not just a name and number.
Instead of showing a raw Zapier dump, the lead information is structured into a format that is far easier to trust, review and act on.
CaseFlow captures the core fields bigger firms need to assess relevance fast and start the follow-up process properly.
A high-trust acquisition process designed around the entire journey, not just the cost of a lead.
Tested IVA and debt-help angles designed to attract relevant enquiries without relying on misleading claims or cheap-click messaging.
Short, direct question flow that captures the details your advisers actually need before they call.
Debt level, income, circumstances, urgency and contact details captured in a cleaner, more usable format.
New enquiries routed instantly into your pipeline with SMS, email and speed-to-lead workflows.
Campaigns are optimised using contact quality, adviser feedback, qualification data and case outcomes.
Once the economics work, spend is scaled around capacity, conversion data and acceptable cost per case.
Every part of the journey is designed to reduce wasted contact attempts and improve the quality of conversations your team receives.
We map your adviser criteria, disqualifiers, target regions, case targets and reporting requirements.
We create a short, conversion-focused journey that captures the right details without killing opt-in rate.
Campaigns go live with source tracking, CRM routing and follow-up visibility from day one.
We improve quality using actual feedback from the people contacting and converting the enquiries.
Great flow of leads and constant communication, can’t say anything bad — only good things. Looking forward to the future.
We have been working with Jordan for a while now. Prompt, keeps you updated at every step and has gone over and above when we ask for anything. Would 100% recommend.
Short messages like this matter because they tell prospects the performance is not just internally reported — the client is genuinely impressed with the economics.
IVA CaseFlow™ does not provide debt advice, recommend a solution or decide suitability. Your authorised team controls compliance, advice and approval. We build the acquisition system around your approved messaging, disclaimers and process.
If your firm has the capacity to handle more qualified IVA enquiries, request a CaseFlow review and we’ll assess whether the system is a fit.
Check CaseFlow Fit