Build a Mortgage Brokerage That Runs on Systems - Not Stress
A complete Operating System for mortgage brokers who want predictable lead flow, controlled case progression, and automated retention.
Built Specifically for UK Mortgage Brokers
Fully Done-for-You Setup & Customer Support
Automated Lead Nurturing & Follow-Up
Faster, More Predictable Completions
Pricing
Mortgage Broker Operating System (GHL)
A complete, industry-built CRM with workflow automation and funnels fully installed to run your brokerage from enquiry to repeat business.
What’s Included
- End-to-end lead capture and management
- Complete mortgage pipeline (Enquiry → Application → Completion → Post-Completion)
- Full case progression workflow automation
- 3 ready-to-deploy vertical funnels (e.g. First time buyer, remortgage etc)
- Automated SMS and email follow-up sequences
- 26-week nurture journeys built in
- KPI dashboards for leads, bookings, show rates, conversions, and ROI
- Retargeting for missed calls and no-shows
- Appointment booking system with reminders & follow-ups
- Birthday and relationship-touch automations
- Domain and email configuration
- Post-opt-in, post-booking, and post-call automation
- Customisable landing pages and website funnels
Mortgage Customer Lifecycle Automation
A structured 14-stage mortgage pipeline that automates case progression from enquiry through to completion and retention.
What’s Included
- Complete start to finish mortgage pipeline
- Enquiry → Application automation
- Application → Completion case management workflows
- Advisor & admin task automation
- Conditional triggers for documents & milestones
- Automated milestone communications
- Built specifically around the UK mortgage sales cycle
Mortgage Broker Acquisition Funnel
A conversion-focused funnel designed to attract, capture and nurture one specific mortgage audience into qualified enquiries.
What’s Included
- Funnel strategy for one vertical (e.g. First-Time Buyers or Remortgages)
- High-converting landing page + hook
- Enquiry form with tagging & segmentation
- Thank-you page with structured next steps
- CRM integration
- 26-week nurture journey (email + SMS)
- Behaviour-based automation to warm cold leads
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.