Never Lose a Mortgage Lead Again. AI Automation for Brokers and IFAs.
Respond to every enquiry in under 60 seconds, automate your CRM and compliance admin, and book fact-find calls on autopilot — so you can focus on advising clients.
30 minutes, free, no obligation. You get a written 30-day action plan within two working days. No contract is offered on the call and we do not chase afterwards.
Or see how pricing worksMortgage Brokers & IFAs: what this service is and who it is for
- What this is
- A done-for-you growth system for UK mortgage brokers and IFAs: a compliant website, instant enquiry response, automated fact-find collection, and nurture for clients who are not ready yet — built, integrated and run by Orbit Marketing AI.
- Who it is for
- UK mortgage brokerages and independent financial advisers, from sole traders to networks, working with FCA compliance requirements and long client decision cycles.
- What it does
- It responds to enquiries in under a minute, qualifies and books appointments, collects documents before the first call, and keeps remortgage and product-transfer clients warm until their renewal window.
Where Mortgage Brokers & IFAs Lose Revenue
Slow follow-up losing clients
Mortgage and protection enquiries go to whichever broker replies first. If you're not in their inbox within minutes, you've already lost the case.
Manual CRM eating hours
Logging calls, updating pipelines, chasing documents. Hours every week that should be in front of clients, not in spreadsheets.
Compliance admin overhead
Suitability letters, fact-finds, file notes. The FCA paperwork is necessary — but doing it manually is killing your case capacity.
What Most Mortgage Brokers & IFAs Fix First
Pick the problem costing you most. Each one explains the fix, the order we do it in and what to expect.
Growth Systems Built for Mortgage Brokers & IFAs
The exact services we build and run for mortgage brokers & ifas across the UK.
AI Lead Capture & Follow-Up
Every comparison-site, Facebook and referral lead gets a personalised reply in under 60 seconds, qualified for budget, deposit and timeline.
Explore ai lead capture & follow-upAI Fact-Find Booking
AI pre-qualifies the enquiry, collects basic affordability info, and books the fact-find call straight into your calendar.
Explore ai fact-find bookingCRM & Pipeline Automation
Automated case-status updates, document chasing and pipeline reporting inside one system — so nothing slips between application and completion.
Explore crm & pipeline automationMortgage Brokers & IFAs: Common Questions
We Also Work With
Browse all solutions · Guides and resources · Packages and pricing
Ready to grow your mortgage brokers & ifa?
Book a free 30-minute growth audit. We'll show you where enquiries are being lost, what that's costing you each month, and which package fixes it fastest.