Automate your Prospecting

Every day I get emails from newly qualified mortgage advisers, who suddenly twig that the role is not as simple as the CeMAP textbook states. Become qualified and the world’s your oyster. Customers will flock to receive your qualified advice.


You’ll live or die, feed yourself or starve, with prospecting for new business. Without customers, you’ll have no one to advise, and your business will grind to a halt.

There are several ways in which you can acquire new clients.

Santander is struggling, the footfall in branches is not enough, their website doesn’t attract enough new borrowers, and they’re desperate to increase profits. So they’ve just bought a mortgage tech firm that snaps up borrowers from aggregators.

Every moment of the day, someone is enquiring or researching mortgages online. They’re cruising websites to explore the topic, learn about it, enquire. These sites capture their emails when they want to get more information or speak to someone possibly, more than likely email. These aggregators then send these leads to mortgage advisers who can handle the query, for a commission.

That’s where you come in. You can buy these leads from the web, for several pounds or more, depending on the quality of the aggregator or firm you use. You urgently need to learn how to make calls to fix appointments; business is still not in the bag - you need to set up a meeting of some kind be it online or face to face. You’ll want to measure this to ensure you’re getting a return on your investment and act quickly. These are hot leads and go cold very quickly.

If Santander can do it, so can you.

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