Brokers: increase your visibility and generate new leads

Increase the visibility of your brokerage firm and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

Updated in October 2026 — Editorial team Les Experts du Patrimoine

Increase the visibility of your brokerage firm and make contact enquiries easier with Les Experts du Patrimoine. A dedicated profile, SEO and GEO work and statistics tools help you present your business and track interest in your profile.

A property project, a financing search or a need for cover may lead an individual or professional to contact a broker. Your visibility should make it easy to understand your activity, the projects you support and the area you cover.

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Attract enquiries matching your brokerage activity

Brokerage covers several professions. An insurance broker handles different enquiries from a mortgage or business finance broker. Your profile clarifies your scope, client groups and regulatory information to limit enquiries unrelated to your activity.

• Mortgages and project financing, subject to your authorisations.
• Insurance brokerage and cover needs analysis.
• Business financing and support for entrepreneurs.
• Case follow-up and explanation of the stages of your work.

Give future clients guidance before they enquire

Explain how you analyse a project, which documents are useful for the first conversation and how you support the case. Present your local presence or remote working arrangements. Visitors can then contact you with a clearer understanding of the service, without assuming that financing or cover will be obtained.

SEO and GEO: visibility beyond the directory

Each profile is a page dedicated to a professional. Its quality depends particularly on the precision and organisation of the information.

SEO: making your business easier to find

Search engine optimisation aims to make pages easier for search engines to crawl and understand. Les Experts du Patrimoine work on site structure, metadata, internal linking and structured data. Your profile becomes part of a set of pages devoted to professionals, their areas of expertise and their locations.

GEO: information usable by AI-powered search engines

People also use assistants and search engines incorporating artificial intelligence. GEO involves improving the clarity and structure of information so these systems can understand it more easily. A consistent presentation of your business supports this work, without guaranteeing a ranking, a citation or a volume of enquiries.

Generate leads through contact enquiries

Your profile gives visitors reference points to assess whether your brokerage firm matches their search. With the Pro and Premium plans, you activate contact features and contact-detail requests without a plan-based limit. A lead is an opportunity for a conversation: you then check the need, timing and fit with your services. No number of enquiries or new clients is guaranteed.

Measure results in your professional account

The statistics tools in your private account track visits to your profile, contact-detail requests and clicks on your phone number, email or website when these details are accessible.

These indicators help you understand interest in your brokerage firm and adjust its presentation. Visits and clicks measure activity; following up on conversations then helps assess genuine opportunities.

An additional entry point alongside your website and network

Already have a website? Your profile can help visitors who do not yet know you discover your organisation. It complements referrals and your local presence. The directory can be consulted in French, English, Spanish, German and Italian; the languages actually spoken by your team should be listed on your profile.

Discover professionals already listed in the directory

View brokers already listed in the directory

Wealth planning projects also involve other professions. Discover insurance agents and property professionals to better understand your business’s place in this ecosystem.

Frequently asked questions

Are leads already approved financing applications?

No. A contact enquiry is an opportunity for a conversation. Feasibility, supporting documents and financing or insurance terms must then be examined by the broker and the relevant institutions.

Do I need a website to create a profile?

No. You can present your organisation in the directory with or without a website. If you already have one, your profile provides an additional route to your business.

Is creating a profile free?

You can start with a free Starter profile. The Pro and Premium plans activate contact features. Your choice depends on the services you want to use.

Create your profile and grow your contact opportunities

Present your brokerage firm, enhance your profile and choose the plan suited to your visibility and lead generation goals. Complete, accurate and up-to-date information helps visitors understand your support.

Create my professional account and add my company