How it works

From our advert to a confirmed slot in your diary.

Nothing reaches a broker until a real person has spoken to the customer. That is the difference between an appointment and a lead.

1

We advertise

We fund and run campaigns across residential, buy-to-let, commercial and bridging finance. Every enquiry arrives on our desk first, never yours.

2

We call and pre-qualify

Our team phones the customer, confirms the finance type, loan amount, property value, deposit or equity, employment and income, timescale and whether they are ready to speak to a broker.

3

We book the appointment

A fixed date and time is agreed with the customer and matched to a broker with credits and the right coverage.

4

You are alerted instantly

An SMS lands on your mobile and an email in your inbox the moment the appointment is assigned, with a link to sign in.

5

You get the full brief

Your dashboard holds the customer's name, mobile, email, address, requirements and our caller's pre-qualification notes.

What's included

Every detail you need before you dial.

  • Customer name, mobile and email
  • Property or correspondence address
  • Finance type: residential, BTL, commercial or bridging
  • Loan amount, property value and LTV
  • Deposit or available equity
  • Employment and income summary
  • Timescale and current stage
  • Pre-qualification notes from our caller
See pricing
JC

James Carter

Residential remortgage

Booked

Thu 12 Jun · 10:30

30 min video call

Loan type

Remortgage

Amount

£380,000

LTV

78%

Timescale

4–6 weeks

07911 123 456

14 Mill Lane, Leeds LS6 1AQ

Sample appointment · full customer details in your dashboard