Results

What Happens When You Actually Look at What Went Quiet.

Six firms. Different sizes. Different teams. Different CRMs. Different countries. Same gap.

Most mortgage brokerages believe their follow-up is working.

The CRM has notes. The team is busy. Enquiries are being worked.

But when we actually looked — really looked — at what was happening to enquiries after the first touch, we kept finding the same thing.

Conversations that should have happened. Did not.

Not because the leads were bad. Not because the team was bad. Because at volume, follow-up relies on memory and individual discipline. And that breaks quietly.

Where It Started

We started with two deeper diagnostics.

Before we built the 10-day test we ran longer re-engagement sequences on dormant leads with two established UK brokerages. Leads that had already been worked, logged and written off.

3
Matthew — UK Mortgage Brokerage
10 advisers · ~900 enquiries per month
1,844
Leads
30
Days
29
Conversations Held

Real conversations with an adviser that would not have happened otherwise.

≈ 5 conversations per 300 leads
4
Clayton — UK Mortgage Brokerage
2 advisers · Google Ads lead source
1,485
Leads
30
Days
34
Conversations Held

Real conversations with an adviser that would not have happened otherwise.

≈ 7 conversations per 300 leads

Both firms had functioning CRMs. Both had experienced teams. Both believed their pipeline was clean. It was not.

That is when we built the 10-day test.

The 10-Day Test

300 enquiries. 10 days. Just a CSV.

No CRM access. No integration. No changes to anything. Here is what happened when four firms tried it.

1
James — UK Mortgage Brokerage
Recent inbound enquiries
300
Leads
10
Days
6
Conversations Held

Real conversations with an adviser that would not have happened otherwise.

2
Matthew — UK Mortgage Brokerage
Recent inbound enquiries
300
Leads
10
Days
7
Conversations Held

Real conversations with an adviser that would not have happened otherwise.

5
Simon — US Mortgage Brokerage
Recent inbound enquiries
250
Leads
10
Days
4
Conversations Held

Real conversations with an adviser that would not have happened otherwise.

6
Andrew — US Mortgage Brokerage
Recent inbound enquiries
300
Leads
10
Days
12
Conversations Held

Real conversations with an adviser that would not have happened otherwise.

Same CRM. Same team. Nothing changed. The only difference — those enquiries were actually taken through to a real conversation.

5 – 8

Conversations held per 300 enquiries. Every time.

Six firms. Different sizes. Different teams. Different CRMs. Different countries.

Not bad leads. Not bad advisers. A coverage gap.

Want to see what is sitting in your pipeline?

£250. 300 leads. 10 days. No CRM access. No team involvement. No commitment beyond the test.

Get Started — £250 Book a Walkthrough First

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