Results

What Happens When We Look Closer

Six firms. Different teams. Different CRMs. Different countries. The same pattern: qualified appointments quietly lost.

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.

Qualified appointments that should have landed in the calendar. 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 looked deeper into written off enquiries at two established brokerages.

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

Qualified appointments booked into an adviser's calendar that would not have happened otherwise.

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

Qualified appointments booked into an adviser's calendar that would not have happened otherwise.

≈ 7 appointments 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 changes to your existing setup. No disruption. Here is what happened when four firms tried it.

1
James — UK Mortgage Brokerage
Written off enquiries
300
Leads
10
Days
6
Qualified Appointments

Qualified appointments booked into an adviser's calendar that would not have happened otherwise.

2
Matthew — UK Mortgage Brokerage
Written off enquiries
300
Leads
10
Days
7
Qualified Appointments

Qualified appointments booked into an adviser's calendar that would not have happened otherwise.

5
Simon — US Mortgage Brokerage
Written off enquiries
250
Leads
10
Days
4
Qualified Appointments

Qualified appointments booked into an adviser's calendar that would not have happened otherwise.

6
Andrew — US Mortgage Brokerage
Written off enquiries
300
Leads
10
Days
12
Qualified Appointments

Qualified appointments booked into an adviser's calendar that would not have happened otherwise.

Same CRM. Same team. Nothing changed. The only difference — those enquiries were taken all the way to a qualified appointment in the calendar.

5 – 8

Every 300 enquiries, most firms quietly miss 5 to 8 qualified appointments.

Different firms. Different teams. Different CRMs. Different countries.

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

10-Day Pipeline Coverage Test

£250

Send us 300 written off enquiries and see how many qualified appointments were quietly lost before they ever reached an adviser's calendar.

No CRM access No team disruption No obligation beyond the test
Start Your 10-Day Pipeline Coverage Test
Take the Free 5-Minute Coverage Check · See the permanent solution

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