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.
Mortgage Broker Operating System (GHL)
A complete mortgage CRM with built-in workflows, automations and funnels to manage your brokerage from enquiry through to completion and repeat business.
What’s included
- ✓Lead capture from web forms, social media and portals
- ✓Separate mortgage and remortgage pipelines
- ✓Automatic stage progression based on client actions
- ✓Advisor and admin task prompts at every stage
- ✓Automated document requests and follow-ups
- ✓Won, Lost and Abandoned tracking with reason capture
- ✓High-converting lead generation funnel
- ✓Automated SMS, email and WhatsApp follow-ups
- ✓26-week nurture journeys, including remortgage timing
- ✓KPI dashboards for leads, bookings, conversions and ROI
- ✓Missed call and no-show re-engagement
- ✓Appointment booking with reminders and follow-ups
- ✓Post-completion review and referral automations
- ✓Birthday and relationship-touch campaigns
- ✓Domain, email and sender authentication setup
Built for More Complex Mortgage Cases
From First Enquiry to Long-Term Retention
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.
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.
“Before this system, we were relying on spreadsheets and manual follow-ups. The CRM now manages enquiries, bookings, and reminders automatically. It has saved us several hours each week and significantly improved how consistently we follow up with clients.”
“The automation fits perfectly around the way mortgage advice actually works in the UK. Clients receive timely messages, reminders, and updates without us having to chase everything manually. It has made our process far more organised and professional.”
“This is not a generic CRM setup. Every stage of the mortgage journey, from initial enquiry through to completion, is clearly structured. The system runs quietly in the background while we focus on advising clients and progressing cases.”
“The long-term nurture and no-show recovery have been particularly valuable. We are now reconnecting with leads that previously went cold, without over-communicating or spamming. Everything feels compliant and well thought through.”
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.