Purpose-Built CRM for UK Mortgage Brokers
Close more deals with a fully configured, mortgage-specific GoHighLevel system that automates follow-up, manages appointments, nurtures cold leads, and keeps your pipeline full, without technical complexity.
Built Specifically for UK Mortgage Brokers
Fully Done-for-You Setup
Automated Lead Nurturing & Follow-Up
Faster, More Predictable Completions
Pricing
Mortgage Full CRM Automation System
Includes:
We’ve built a complete CRM and automation system inside GoHighLevel, designed specifically around the UK mortgage sales cycle.
- End-to-end lead capture and management
- Automated SMS and email follow-up sequences
- Stage-by-stage pipeline visibility
- KPI dashboards for leads, bookings, show rates, conversions, and ROI
- Retargeting for missed calls and no-shows
- Long-term nurturing for inactive leads (up to 12 months)
- Ready-to-use, editable SMS and email templates
- Birthday and relationship-touch automations
- Calendar booking with reminders and follow-ups
- Domain and email configuration
- Post-opt-in, post-booking, and post-call automation
- Customisable landing pages and website funnels
Everything is pre-built, installed, and tailored to your brokerage.
Consultation and Optimisation Support
- One-to-one support
- Workflow troubleshooting
- GoHighLevel training
- Custom improvements and fixes
Lead Generation
Add-OnHigher tiers available on request
What’s Included
- High-intent lead generation setup
- Leadgen campaign management
- Mortgage-specific audience targeting
- Campaign build and optimisation
- High-converting landing pages
- Pixel and tracking configuration
- Live reporting dashboard
- Full CRM and automation integration
What's Included
● 24 workflow automations
● 3 email templates
● 3 workflow campaign templates
● 38 content snippets (mix of email and SMS text)
● 2 opportunity pipelines
● 1 form – Mortgage Form
● 1 survey – Get Started Survey Form
● 6 Tags
● 72 Custom Fields
How The System Works
Lead Capture
Leads from ads, website, referrals, or partners are captured, tagged, and routed automatically.
Mortgage Intake Form
Key details are collected and attached to the contact and opportunity record.
Instant Follow-Up
SMS and email are triggered immediately, followed by a smart nurture sequence.
Strategy Call Booking
Confirmation, reminders, and pipeline movement occur automatically.
Pre-Call Qualification
A short survey prepares the prospect before the call.
No-Show Recovery
Automated rescheduling and follow-up sequences run without manual chasing.
Post-Call Follow-Up
Next steps, reminders, and document prompts are sent automatically.
Document Collection
Clear requests with automated reminders until completion.
Advice and Research Stage
Status updates and progression messages keep clients informed.
AIP Workflow
Guided communication and tracking ensure momentum.
Application Submitted
Expectation-setting and updates are sent automatically.
Offer Issued
Celebration, next steps, and completion prep are triggered.
Completion and Retention
Confirmation, review requests, referral prompts, and future follow-ups.
Long-Term Nurture and Reactivation
Leads not ready now are nurtured and reactivated without spamming.
Why Choose Mortgage Brokers CRM
Close More Deals Without Working Longer Hours
Everything is pre-built, installed, and tailored to your brokerage.
Built for Mortgage Sales Cycles and Compliance
Structured communication aligned with the UK mortgage market.
Save 5–10 Hours of Admin Every Week
No spreadsheets, no scattered notes, no manual chasing.
Predictable Lead Flow and Pipeline Visibility
Always know where every prospect stands.
Testimonials And Proof
Ready to Transform Your Lead Management and Close More Mortgage Deals?
Get a fully automated CRM system built specifically for UK mortgage brokers—installed, configured, and optimised for you.