How to Get Mortgage Leads? | In today’s competitive mortgage market, getting consistent, high-quality leads is the difference between surviving and thriving. Whether you’re a newly qualified broker or an experienced adviser, building a sustainable client pipeline is essential, but it’s not just about numbers. The best mortgage leads are the ones that convert, and that starts with trust, smart targeting, and the right tools.
This guide explores proven strategies to attract, qualify, and convert mortgage leads in 2022, using both traditional methods and cutting-edge digital tools, including AI-powered lead-generation platforms. If you’re ready to grow your client base and position yourself as a trusted adviser, you’re in the right place.
Why Building Trust Was Crucial in 2022
In 2022, trust remained one of the most valuable currencies for mortgage advisers navigating a competitive and fast-evolving market. With rising interest rates, tighter affordability checks, and increased consumer caution, clients sought reassurance not just products. Advisers who could clearly explain complex lending criteria and demonstrate transparency gained a significant edge.
Even before the full rollout of the FCA’s Consumer Duty, the regulatory focus in 2022 was already shifting toward fair treatment, clear communication, and improved client outcomes. Mortgage professionals who embraced these principles positioned themselves as credible, ethical, and client-focused, essential traits in a year marked by financial uncertainty.
New to the industry? Our Adviser Mortgage Network for the Newly Qualified guide offers practical tips for building lasting trust from day one.
How to Find Mortgage Leads
Generating leads has evolved. While word of mouth remains powerful, digital channels and smart automation have become essential. Here are proven strategies to grow your client base:
1. Use AI-Powered Lead Tools
Modern advisers use AI and CRM platforms to analyse buyer behaviour, predict refinancing opportunities, and automate follow-ups. Connect’s Broker Technology provides tools that help advisers manage and convert leads more efficiently.
2. Build Local Authority Online
Claim your Google Business profile and encourage reviews. Regularly post educational content on LinkedIn and share mortgage updates relevant to your region. These actions establish local authority and trust.
3. Partner with Referral Sources
Estate agents, IFAs, accountants, and solicitors are powerful sources of referral traffic. Build relationships by showcasing how your mortgage advice complements their services.
4. Use Specialist Niches
Offering solutions for complex scenarios (e.g., buy-to-let landlords, self-employed borrowers) attracts high-quality leads. For support, explore our Specialist Mortgage Network for Advisers.
Becoming a Trusted Adviser: What Sets You Apart?
| Category | Key Message | Details |
|---|---|---|
| Educate Your Audience | Explain, don’t sell | Use newsletters, webinars, and guides to help clients understand mortgage processes and available options. |
| Be Transparent with Fees and Products | Build trust through clarity | Be open about how you’re compensated and the products available through your Mortgage Network. |
| Leverage Testimonials and Case Studies | Use social proof | Showcase satisfied client stories, especially those involving complex or time-sensitive cases. |
| Deliver Consistently Good Outcomes | Excellence builds trust | Provide smooth, well-executed mortgage experiences. Keep up to date with industry and regulatory changes through Connect Academy training and CPD. |
Nothing grows trust faster than a well-executed mortgage experience. Stay on top of industry changes and regulatory updates through Connect Academy training and CPD.
Internal Support That Helps You Deliver
Trust and leads go hand in hand, but the right infrastructure supports them both. Here’s what we offer to help advisers grow:
If you’re serious about developing your client base and becoming the adviser people remember and recommend, you’re in the right place.
➡️ Ready to grow? Join Our Network today and turn leads into loyal clients.
Thank you for reading our publication “How to Get Mortgage Leads? | Become a Trusted Adviser.” Stay “Connect“-ed for more updates soon!