We're shortlisted as Broker Marketing Platform of the Year for a Reason.
Uptick has changed the way lead generation is done in the finance industry. Run by brokers for brokers – we work together with you to maximise success from Day 1.
We get in the trenches with you.
Spots Remaining for 2023

Broker Marketing Platform of the Year, Finalist, Australian Broker Awards 2023

Best Industry Service
Finalist, Australian Mortgage Awards 2023

70% Conversation Rate
Est. Contact Results

20% Conversion Rate
Est. Settlement Results

Trusted by Over
100 Brokers & Lenders

A Support Team
of over 60 Staff
That's why our brokers
are achieving market leading results.
Discover why our brokers consistently achieve market-leading results. At Uptick Marketing, we provide the tools, strategies, and support needed to unleash your full potential. From tailored lead generation solutions to advanced marketing techniques, we empower brokers to excel in their industry and outperform the competition.
Contact Rate
70%

Uptick Marketing Est. Avg
25%
Industry Est. Avg
Conversion Rate
20%
Uptick Marketing Est. Avg

6%
Industry Est. Avg
Why we're Different From The Rest
Skip the legwork of generating qualified leads, and go straight to closing more deals.

18 Data Points
Up to 18 data points received from each lead - that's almost double the industry's average. All leads are both SMS & email verified.

Unique Leads
All leads provided are unique to you only. No lead recycling, multi-sharing, or re-sharing. You won't have to compete with other advisers receiving the same lead.

Targeted, Niche Leads
Targeted, niche campaigns to reach clients you want, not a mish-mash of whatever is generated. Giving you a competitive advantange as a finance specialist.

Flexible Campaign Structuring
Unrivalled flexible partnership remuneration structures & tailored leads flow. Campaigns designed & paced to meet your business model & workflow needs. Never get overwhelmed or overloaded.

Ongoing Training & Support
Unmatched training & support program. Our personalised campaign set-up program ensures you're ready to win. PLUS you get our comprehensive follow-up sales cycle, SMS & email templating guides.

Active Campaign Management
The only truly personalised lead generation partnership. Active campaign monitoring, coaching, & proactive customer satisfaction calls to maximise your call connection & contact rate.
We Have the best replacement policy in the industry
We’re only interested in attracting your ideal customers. Our industry-leading replacement policy covers:
- Opt-outs within 1 week
- Outlandish scenarios way outside policy
- Uncontactable for an extended period (Show Up Appointments campaigns only)
Some of the Digital
Campaigns We Do
You can be assured your leads are only received by you.
- Residential Finance
- Commercial Finance
- Business Finance
- Short-term Finance
- Private Funding Loans
- Niched Professionals
- SMSF Finance
- Property Purchases
- Property Refinance
- Investor Finance
We Can Even Find Diamonds in Your Own Database
When was the last time you touched your own database? If you answered a while ago, there is likely gold within them.
So don’t buy leads, let our trained team help you find some diamonds.
How Does Uptick Marketing Work?
Uptick Marketing makes it easy to increase subscriptions, leads, and sales from existing traffic! Our three-step process boosts conversions and business growth. We’ll help you improve sales and customers.
Read on to see how our solution works!

Step 1
Define your
target market
First, establish your desired target market, including demographics and qualities. We learn about your business and target demographic to design a unique marketing campaign that generates high-quality leads for your business.

Step 2
Launch targeted campaigns
We will conduct targeted marketing efforts to generate leads for your brokerage after defining your target market. This includes bespoke landing pages, targeted social media ads, and targeted emails to new clients.

Step 3
Follow up
with leads
Finally, we drop the leads live into your portal. We give ongoing support to optimise your lead generation and conversion processes, so you can continually achieve market-leading outcomes
Don't take our word for it
"I have known John Maxwell for many years, through our connections in the world of finance. When John started Uptick Marketing, and I was asked to participate, I was more than happy to do so. The Uptick Marketing team do a wonderful job, are friendly and approachable in a tough environment. If you are looking for a quality group to help you generate finance lead prospects, then look no further than Uptick Marketing."
"We have had the pleasure of being the longest running partner with Uptick for the past 1.5 years, and it has been an incredibly rewarding and eventful journey. Throughout our partnership, Uptick has consistently demonstrated their commitment to excellence, reliability, and unmatched lead quality. Their support, dedication, and innovative solutions have played a crucial role in the growth and success of our business. I highly recommend Uptick as a trusted lead generation partner for any company seeking long-term collaboration and mutual success."
"I have know John Maxwell for many years in the mortgage and finance industry. He and Oscar have helped me in many ways over the years. I highly recommend anyone to Uptick Marketing and their Resource Centre. As they have helped me in so many ways for my mortgage and finance business. I am so thankful for their honest support and helping me with marketing services, loan processing services, and I love their private funding service too."
"I have know John from Uptick Marketing for the last 15 years. I have had him present at two major functions for my business to a full room of Brokers on lead generation. I have also receive may leads from Uptick Marketing for my own business and very happy with the quality. I would highly recommend Uptick Marketing for anyone looking to grow their business through lead generation."
"HIGHLY RECOMMENDED. We tried many other lead gen companies in the early years of ELS Finance and although they were ok... they weren't so great. Business has now boomed and I can only truly thank John and Oscar. It's not just about the leads - its the support and education they provide to brokers. John built my website and what an awesome job he did. Then I met Oscar and they don't just palm off leads and turn their backs. Their program educates young and newly started brokers and gives them all the support they require. They have a huge team behind them, they follow up on the leads provided, they even re-book and organise appointments with the leads they source. They work harder for you than imaginable. As the old saying goes, quality over quantity. Well, Uptick Marketing and the team give both quantity AND quality. As an experienced broker firm I still use their services to this day. If there is one lead gen business I can truly and highly recommend, it's Uptick Marketing. Well done team and thank you for the support you guys give each and every time. True and honest guys."
The Uptick Group: The premier resource hub for brokers
Lead generation is just the beginning.
8 Divisions. 1 Vision.