Equity release leads

Equity release leads for UK mortgage brokers

Pay-per-show equity release appointments. Age-gated at 55+, residential property only, with explicit interest in releasing equity. £90 per show. Credits refund on no-show.

Lee Horton
Lee Horton · Co-founder, MortgagesBooked
Published 21 Apr 2026 · 5 min read
What every credit buys

You buy a booked appointment, in a live calendar, with a diary entry on both sides.

Typical lead sites
  • You buy a contact detail
  • You cold-call to introduce yourself
  • You chase for a date and time
  • You pay whether they answer or not
  • A lot of them never reply back
MortgagesBooked
  • You buy a booked calendar slot
  • They picked the time themselves
  • You turn up to the live meeting
  • If they no-show, your credit refunds
  • You only pay when they show up
How a equity release lead reaches your portal
  1. Sees an age-appropriate equity release ad on Facebook or Google. (Applicants under 55 aren't targeted.)
  2. Starts the qualifier. Age and property type are asked early and gate progress.
  3. If the answers are 55-plus and residential, they continue. Under-55s and BTL applicants exit here.
  4. Answers the explicit interest question. Three options: yes, no, or maybe. Only yes routes to booking.
  5. Shares property value, outstanding mortgage balance if any, and postcode.
  6. Passes our funding and income checks.
  7. Confirms email and UK phone. Both validated.
  8. Books a slot in a live calendar and lands in your portal as a claimable appointment.

What is an equity release lead?

An equity release lead is a UK homeowner aged 55 or over who wants broker advice on releasing equity from their main residence. On MortgagesBooked, an equity release lead has met three conditions in our qualifier: age 55 or over, residential property, and an explicit yes to releasing equity.

Equity release advice requires extra qualifications beyond a standard CeMAP. If your firm isn't permitted to advise on lifetime mortgages or home reversion plans, skip these leads. The rest of this page assumes you're set up to advise.

What's captured on every equity release enquiry

Every equity release lead arrives with the data you need before the call:

  • Applicant age. Confirmed 55 or over in the qualifier
  • Property type. Residential main residence (BTL applicants are filtered out)
  • Property value and postcode
  • Outstanding mortgage balance if any
  • Applicant income and employment status
  • Credit profile. Clean, light adverse, or heavier issues
  • Explicit interest in equity release. Direct yes, not "maybe"
  • Verified email and UK mobile. Both validated before release
  • Appointment time booked in a live calendar

All of this is on the card before you claim. If the property value is below your panel's minimum, or the postcode is outside your area, skip it. You only spend a credit on equity release cases you'd take on.

Why equity release leads sit higher on fees

Equity release cases carry higher broker fees than standard residential remortgages. The work is more complex, the suitability requirements are tighter, and there's more compliance paperwork. A single case usually earns more than a standard remortgage.

That matters because even at the same £90 per show, the revenue per completed equity release case is higher than a standard remortgage or first-time buyer. For brokers set up to advise on lifetime mortgages, the economics work out.

Why we gate by explicit interest

The qualifier asks applicants whether they're interested in releasing equity, as a direct yes or no. We only pass leads where the answer is yes. Anyone who says "maybe" or skips the question doesn't reach your portal as an equity release lead.

That reduces volume. It also lifts conversion. The calls you take are with applicants who've already made the mental leap that equity release is on the table. You're advising on the product, not selling the category.

Pricing and no-show policy

£90
Per equity release appointment you claim. No subscription, no contract, no minimum volume. If the applicant no-shows, your credit refunds automatically. You only pay for calls that happen.
See pricing →

Equity release volume runs lower than BTL or remortgage, so most brokers want to see the frequency before buying credits. The preview is free when you sign up. When the live flow feels right for your practice, the five-credit pack is the standard entry point. Credits stay in your account until you claim.

The core lead quality story is the same across every lead type we send. Our own ads, our qualifier, a funding threshold, and validated contact details. Where equity release differs is in the extra gating that sits before the booking step. The 55-plus age floor, the residential-only filter, and the explicit-interest yes together trade volume for intent. Read the lead quality page for the full pipeline, pricing for how credits work, and remortgage leads for the sibling residential flow.

FAQ

Do I need CeRER to take these equity release leads?
Yes. CeRER or an equivalent lifetime-mortgage qualification on top of your CeMAP, plus the right FCA permissions at firm level. If you don't hold them, these leads aren't for you. The portal lets you filter equity release out of your view entirely, so you only ever see the lead types you're permitted to advise on.
What's the youngest applicant I'll see?
Age 55 is the hard floor. The qualifier blocks anyone under 55 from reaching the booking step, so every equity release lead in your portal is 55-plus. In practice we see applicants from early 60s up into the 80s, with the weight of the flow sitting in the 60-to-75 band.
Can I see the applicant's age before I claim?
Yes. Age is on every equity release lead card, along with property value, outstanding mortgage balance, and the applicant's explicit yes to releasing equity.
How many equity release leads should I expect per week?
Lower volume than residential remortgage or first-time buyer, higher than niche categories like limited-company BTL. Exact flow depends on live ad spend. The free preview in your portal shows what's coming in before you commit credits.