How MortgagesBooked works

Lee Horton
Lee Horton · Co-founder, MortgagesBooked
Published 19 Apr 2026 · 4 min read

The flow in 60 seconds

  1. We run the marketing and bring in UK mortgage seekers.
  2. They fill out a qualification form and pick an appointment time.
  3. The appointment lands in your portal as an available lead.
  4. You claim the ones you want — one credit per appointment.
  5. You get the lead's full contact and qualification data, and a calendar invite.
  6. After the call you mark the outcome. No-shows refund automatically.

How we generate leads

We run our own marketing campaigns to UK consumers actively looking for a mortgage broker. Every lead originates from a marketing source we control, in line with FCA financial-promotion rules. We don't buy second-hand data, and leads aren't resold to other platforms.

The mix covers residential first-time buyers, remortgages, buy-to-let, and equity release.

How they qualify and book

Every applicant completes a detailed qualification form before they can book. The fields we capture:

  • Contact details — verified email and phone
  • Mortgage type — first-time buyer, remortgage, buy-to-let, equity release
  • Income and employment — employed, self-employed, retired, plus household income
  • Property situation — value, deposit (FTB) or current loan and equity (remo/BTL/ER)
  • Funding context — what they're trying to do (move, raise capital, switch rate)
  • Age and any age-specific factors (e.g. equity release qualifying)
  • Credit profile — clean, light adverse, or heavier credit issues
  • Remortgage extras — extra borrow amount, fixed-rate end date, existing protection cover

After qualifying, they pick a slot from a live calendar. The appointment goes into the available pool, waiting for a broker to claim it.

How you claim a lead

You log into the portal and see what's available. Each card shows the appointment time, mortgage type, funding amount, and a summary of the applicant's situation. One click claims it for one credit.

MortgagesBooked broker portal marketplace showing four pending appointments — first-time buyer, remortgage, buy-to-let — each with funding amount, income, age, and a Claim Appointment button.
The marketplace view: pending mortgage appointments waiting to be claimed. One credit per claim.

The moment you claim:

  • You see the lead's full contact and qualification data
  • The lead receives a confirmation email naming you as the broker who will call them
  • You're added to the calendar invite for the appointment

Each lead is exclusive. Once claimed, no other broker can take it.

Lead-facing confirmation email titled Your Meeting is Confirmed showing the broker name, appointment date, time, and the broker's call phone number.
What the lead sees: an immediate confirmation showing your name and the time you'll call.

What you get when you claim

The full applicant profile becomes visible the moment the credit clears. Name, email, phone, financial position, mortgage requirements, and the appointment time, all in one row.

MortgagesBooked My Leads view showing two claimed appointments — Sarah Patel (first-time buyer) and James Walker (remortgage) — with full contact details, appointment times, funding amounts, income, employment, and other qualification data.
Claimed leads in your dashboard with the full applicant data, ready for the call.

After the appointment

After the call you mark the outcome in the portal: showed, no-show, or in progress. No-shows trigger an automatic credit refund within minutes. We'd rather refund than lose a broker over a wasted slot.

If the lead reschedules, the appointment moves with you. You don't lose the credit and you don't have to claim it again.

What you pay

  • £90 per show (standard tier)
  • Top-up packs: 5 credits for £450
  • No subscription, no contract, no minimum spend
  • Auto top-up keeps your balance topped up. Turn it off whenever you want.
  • No-show refunds happen automatically within minutes

See the full pricing breakdown, or WhatsApp Lee if you want to ask anything before signing up.