Database reactivation for mortgage brokers

Your old mortgage leads are worth more than new ones

The 2022 to 2023 rate spike filled your CRM with enquiries that never completed. Those same people are now coming off fixed deals. We contact them in your name with AI-personalised email, handle the replies, and book the meetings into your calendar. You pay per booked meeting, no retainer.

The book you already paid to build

Every broker we speak to has the same shape of database. Hundreds or thousands of enquiries from the rate-spike years: people who asked, got a figure they hated, and disappeared. Rate watchers. Fact-finds that stalled. Purchases that fell through. You paid to acquire every one of them, in ad spend, portal fees, or your own time, and they are sitting dead in your CRM.

The timing has changed. Many of those people are now on expiring fixed deals or inside product transfer windows, which means the question they walked away from is back on their desk. They need a broker again. If nobody contacts them, they will Google one, and it probably will not be you.

Reactivation beats buying leads for a simple reason: these people already know you. A shared portal lead is sold to a panel of competitors and has never heard your name. Your old enquiry has already spoken to your firm once. A sharp, well-timed follow-up in your name converts better than a cold introduction, and it costs you no media spend at all.

How it works

  1. 1

    Export your dead leads

    A CSV out of your CRM. Name, email, phone where you have it. That is your entire workload.

  2. 2

    We clean the list and write the sequences

    Dead addresses and opt-outs come out. Then we write email sequences in your voice, and you sign off every message before anything sends.

  3. 3

    AI email goes out in your name

    Personalised, human-sounding, and sent as you. When someone replies, the AI handles the conversation and qualifies the interest.

  4. 4

    Meetings land in your calendar

    Qualified conversations become booked meetings in the calendar you already use. You pay per meeting, nothing else.

The honest maths

We will not promise you a flood. On a cleaned list, 1 to 3% turning into real conversations is the realistic band, and booked meetings come from a slice of those. The maths still works because the leads cost you nothing new.

Illustrative example, not a promise

Old enquiries exported from your CRM
4,000
Realistic conversation band (1 to 3%)
40 to 120
Media spend required from you
£0
You pay for
Booked meetings only

One remortgage case pays for a lot of booked meetings, and these conversations were sitting dead in your database. Before launch we look at your list and tell you what it can realistically support. If it is too small or too old to work, we say so on the first call.

The obvious questions

Why would old mortgage enquiries respond now?

Because their situation changed. An enquiry from 2022 or 2023 who baulked at the rates is now coming to the end of a fixed deal or facing a product transfer decision. The question they shelved is live again. A relevant, well-timed message from a broker they already spoke to lands very differently to a cold pitch.

Is this better than buying mortgage broker leads?

For most brokers with a decent database, yes. Bought leads are usually shared across a panel, so you are racing other brokers to the phone, and the person has never heard of you. Your old enquiries are exclusively yours, already know your firm, and cost nothing new to contact. If your database is genuinely too small, we will tell you, and buying or generating new leads might be the better move.

How many old leads do I need for this to be worth it?

A few thousand is plenty to start. On a cleaned list, 1 to 3% turning into real conversations is the honest band, so a few thousand enquiries gives the campaign enough room to produce meetings that matter. Not sure what you have? Book a call and we will look at it with you.

Is it compliant to email old enquiries?

We only contact people who previously enquired with your business, opt-outs are honoured, and every message is signed off by you before anything sends. The emails invite a conversation with you: they do not give advice or quote products. You stay in control of what goes out under your name.

What does it cost a broker?

Our headline model is pay-per-booked-meeting. No retainer, no setup fee on that model, no ad spend to fund. A qualified meeting lands in your calendar, you pay for that meeting. Exact numbers depend on your list and offer, and you get them before anything goes live.

Find out what your book is worth

One call. We look at your database, tell you honestly what it can support, and give you exact pricing before anything goes live. If it is not worth doing, we will say so.

Book a call