Industry guides
Guides for mortgage brokers
The enquiries that arrive after hours, the questions your team answers ten times a day, and the leads that go quiet before anyone replies. 6 practical articles on fixing them for mortgage brokers.
See how SpideyChat works for mortgage brokersA Broker's Week Before and After Capturing Leads Online
A mortgage broker juggles lenders, clients, estate agents and new enquiries. A week before and after capturing and qualifying website leads automatically.
Estate Agent Referrals That Need a Same-Day Reply
Estate agents send buyers to mortgage brokers expecting fast help. Why slow replies to agent referrals damage both relationships and how to reply the same day.
Self-Employed Buyers and the Documents They Need
Self-employed and contract workers often worry they cannot get a mortgage. Example conversations for answering their document questions without giving advice.
What a Mortgage Website Must Never Tell a Buyer
Mortgage brokers need their websites to help buyers without giving advice. Myths about what a mortgage website can say, and the lines it must never cross.
Mortgage Enquiries That Arrive After a House Viewing
Homebuyers often contact a mortgage broker the evening after a viewing, excited and anxious. Why those enquiries slip away and how brokers can respond by morning.
Remortgage Reminders and the Clients Who Drift Away
Mortgage clients whose fixed rates are ending often drift to another broker or their lender. Why brokers lose them at remortgage time and how to keep them.