Getting more clients
How to get more mortgage clients
More mortgage clients come from reassuring the stressed borrower and being findable when they search. Here is how to win them, credibly and within your obligations.
From £297, live in 7 days, on your own domain.
Get more mortgage clients
Getting more clients by reassuring the borrower
Getting more mortgage clients is a reassurance exercise, not a leads game. Getting a mortgage is one of the most stressful, confusing things most people do, so borrowers choose a broker who feels credible and reassuring, someone to take the daunting process off their hands. So getting more clients is about conveying that reassurance and credibility, speaking to the borrower’s specific situation, proving your trustworthiness with reviews, and being findable when they search, all done credibly and within your regulatory obligations. The broker who reassures the anxious borrower wins them. Everything below builds on that, and none of it is a hard sell, which would sit poorly with an anxious client and a regulated adviser alike.
I build the sites that win this work, so here is the honest split. The site cannot give the advice or place the mortgage. What it can do is reassure a stressed borrower that you are trustworthy and on their side, speak to their situation, and be there when they research. In a trust-based, high-stakes service, that reassurance and findability are how you win more clients. And whatever you do to get more clients, your website and marketing must comply with the FCA rules that apply to you, which the site is built to accommodate.
Reassure and speak to the situation
The foundation of getting more mortgage clients is reassurance, because the borrower is anxious and out of their depth. So demystify the process, explain plainly how you guide clients through, and convey a calm, human, on-their-side tone. A borrower who reads your site and feels calmer, and confident you will handle it, is one who gets in touch. People choose a broker they feel safe with for a huge decision, so reassurance is what converts.
Then speak to the borrower’s specific situation, because they look for a broker who understands them. Make clear you help first-time buyers, movers, remortgages, buy-to-let, the self-employed or complex cases, so the relevant prospect feels understood and you rank for those searches. A first-time buyer terrified of the process, or a self-employed borrower who has been turned down elsewhere, is reassured by a broker who speaks directly to their situation, and that feeling of being understood is a large part of choosing you.
Prove it with reviews, and be findable
Reviews are among your most powerful tools, because a borrower relying on your advice for a huge commitment leans on the experience of others. Genuine reviews mentioning that you were reassuring, clear and got a good outcome reassure the next anxious borrower that you are safe hands. So gather them and show them, because in a trust-based service they persuade more than anything you say about yourself.
Then be findable, because many borrowers search directly for a broker, and even referred ones look you up before trusting you with their finances. A reassuring, credible, findable site reaches both. Between reassuring the stressed borrower, speaking to their situation, proving your trustworthiness with reviews, and being findable, you win more of the clients a mortgage broking practice is built on, and because many return to remortgage, each one can pay for years. Just remember that all of this must sit within the FCA rules that apply to you, which the site is built to make straightforward.
How it works
From message to live in four steps.
- 01
Message me
Tell me your trade and your town on WhatsApp. No forms to wade through, no call to book.
- 02
£99 to start
A £99 deposit gets your build going and comes off your quote. It covers some of the build time.
- 03
I build it, you see it
I build the whole site, framed around your work, and send it to you finished to look at.
- 04
Pay the rest, go live
Happy with it? You pay the balance, it goes live on your own domain, and it is yours to keep.
What you get
What a mortgage advice site from me includes.
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Built on spec
I build it first and send it finished. You see the real thing before you decide, not a mock-up.
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Live in 7 days
From the go-ahead, your site is live within a week. No months of back and forth.
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On your own domain
It goes live in your name. You own the site and everything on it, with no lock-in.
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Genuinely fast
Static pages, no WordPress. Fast pages rank better and turn more visitors into calls.
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Found on Google
Built to be found in local search, with the plumbing done properly from day one.
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Looked after
Someone looks after it and changes it when you need. Two small edits a month, your listing kept current.
What it costs
A straight price.
From £297 to build it, first three months of Care included, then £49 a month.
You own the site outright and can stop the monthly plan whenever you like. Hosting is part of Care and Grow, so one of those keeps it online after the first three months, or you host it yourself. See the full pricing.
Common questions
Questions I get asked.
What is the best way to get more mortgage clients?
Reassure the stressed borrower and be findable when they search. Getting a mortgage is daunting, so borrowers choose a broker who feels credible and reassuring, someone to take the stress away. So conveying reassurance and credibility, speaking to the borrower's situation, gathering reviews, and being findable is how you win them. All of it done credibly and within your regulatory obligations, never as a hard sell.
How does reassurance win me more clients?
Because the borrower is anxious and out of their depth. First-time buyers especially find the process overwhelming, so a broker who demystifies it, explains how they guide clients through, and feels calm and on their side wins the borrower's trust. People choose a broker they feel safe with for a huge decision, so reassurance, conveyed through a clear, human site and genuine reviews, is the most effective way to win more clients.
How does speaking to the borrower's situation help?
It makes the right prospects feel understood. Borrowers look for a broker who gets their situation, so making clear you help first-time buyers, movers, remortgages, buy-to-let, the self-employed or complex cases reassures the relevant prospect that you can help them, and helps you rank for those searches. Speaking to a specific situation, rather than generically, is what makes a borrower feel you understand them and choose you.
How do reviews help me get more mortgage clients?
They prove trustworthiness in a high-stakes, stressful decision. A borrower relying on your advice for a huge commitment leans on the experience of others, so genuine reviews mentioning that you were reassuring, clear and got a good outcome reassure the next anxious borrower that you are safe hands. In a trust-based service, reviews are among the most persuasive things you have, so gathering them is one of the best ways to win more clients.
Do I need to pay for mortgage leads?
I would be cautious with lead services, which sell the same enquiry around and push a price race, the wrong footing for a trust-based advisory relationship. Owning your own credible presence means borrowers come to you directly, already reassured, which is a far better start. Whatever route you use, remember your marketing must comply with the FCA rules that apply to you.
Is word of mouth enough to get mortgage clients?
Referrals are excellent, but they now lead to research. A referred borrower looks you up before trusting you with their finances, and many borrowers search directly for a broker. Word of mouth cannot reach the searchers and leaves the referred with nothing to check. A reassuring, credible site captures the searchers and reassures the referred, so it multiplies referrals and wins more clients.
Tell me your town and I'll build you a mortgage advice site on spec, so you can see it before you pay. Or read Get found on Google, see the full pricing, or get in touch.