When a prospective client makes an enquiry though Unbiased, we ask them for detailed information on their advice requirements. This includes the type of advice required, the specific area(s) of advice, their level of assets, written details of their enquiry, their location, and their preferred method of receiving advice.
As a professional, you can set up your preferences in your account. These could be your areas of expertise, your preferred asset level, location, and method(s) of giving advice.
The enquiries that match your preferences are then sent through to your account to preview and accept or reject.