# Online Trading Leads > Online Trading Leads is a lead and client-record app for advisers, insurance and pension agents and mortgage brokers, with consent records and a do-not-contact list. No trading, signals or investment advice. Source: https://npcoding.ca/products/online-trading-leads/ Last updated: 2026-10-22 Leads, a thread per client and consent records for advisers, insurance agents and mortgage brokers. A record-keeping tool only: no trading and no investment advice. ## Product facts - **Type:** Android & iPhone app - **Status:** Google Play: coming soon; App Store: coming soon - **Platforms:** Android and iPhone - **Languages:** English and Hebrew, including right-to-left - **Pricing:** 7-day free trial, then a monthly or yearly subscription - **Built by:** NPCoding ## What it does The name says who the app is for. It has no trading, signals, brokerage or investment advice, it holds or moves no money, and it never buys, sells or shares leads. Every lead is someone who wrote to you or whom you added yourself. It is built on the same base as Leads, with additions for the field: a consent record for each lead, a do-not-contact list that blocks a contact made by mistake, and post templates that don't promise returns. If an offer you wrote reads like a promise of returns, the app warns you. Whether your records meet the rules of your licence and your country is for you to check. ## Who it's for - Investment advisers and portfolio managers, insurance and pension agents. - Mortgage brokers and people who sell courses about the markets. ## Key features - **A link and QR code:** A WhatsApp link with a ready first message, and a QR code for a business card or the office door, with a different message for every place you share. - **A thread and a meeting summary:** Calls, notes, voice notes, files and proposals in one thread, with "What we discussed", "Next step" and a reminder. - **Consent records:** When, how and for which channels consent was given. Records can't be edited or deleted; a change is written as a new record. - **A do-not-contact list:** Blocks calls, WhatsApp, text and email by number and email address, even on a new lead with the same details. - **Tags and filters:** Tags for what each person is interested in: investments, pensions, insurance, mortgages or a trading course. - **Export the consent log:** To CSV, Excel and JSON, with every consent, withdrawal and change. ## Frequently asked questions ### Can I trade or get signals in the app? No. It is a tool for recording leads and clients only. It has no trading, signals, brokerage or investment advice, and it holds or moves no money. ### Does the app buy or sell leads? No. Every lead is someone who contacted you or whom you added yourself. ### Does the app guarantee I meet the regulations? No. It helps you record consent and avoid contacting people who asked you not to. Meeting your licence rules and the law in your country is up to you. ### How does the free trial work? A subscription starts with a 7-day free trial and nothing is charged during it. The trial is for new subscribers, and the app offers it only when your store account is still eligible. After the trial the subscription renews on its own unless you cancel at least 24 hours before it ends, in your Google Play or App Store subscription settings. ## Related products - [Leads: Clients & Follow-ups](https://npcoding.ca/products/leads/): A link and QR code people can message you through, and one thread per client with reminders. Your data stays on your phone. - [Inventory & Sales](https://npcoding.ca/products/inventory-sales/): Stock, sales, bonuses and warranty swaps in one place. Scan a barcode, see prices with and without tax, and keep the data on your phone, even offline. - [Muteloop: Group Chat Digest](https://npcoding.ca/products/muteloop/): Missed 400 messages? Muteloop turns a busy group into a short digest: what's for you, dates, what to bring and pay, and what was decided. ## Built by NPCoding Have an app idea of your own? We build iOS and Android apps, from the first sketch to the store release. - [Web & Mobile App Development](https://npcoding.ca/services/application-development/): Web apps, mobile apps and customer portals built around the way your business actually works. - [the Online Trading Leads project](https://npcoding.ca/portfolio/online-trading-leads/) *Online Trading Leads is a tool for recording leads and clients. It is not a trading platform, gives no investment advice and does not buy or sell leads.* --- NPCoding · AI-powered software & app development · Toronto, Canada · support@npcoding.com · https://npcoding.ca/contact/