For Mortgage Advisers

Get qualified clients matched to your strengths.

Stop chasing unqualified enquiries. Every client we send you has filled in our form and been called by our team. By the time you receive the introduction, we've spoken to them — you're not getting a cold form fill.

Book a Call to Find Out More
No commitment required · Introductory call · Find out if it's a fit
Pre-
spoken to
Every client has been called by our team before you receive the introduction
Case-
matched
Matched to your declared areas of specialism only
Higher
intent
Clients who've opted in and are ready to speak to an adviser
No
cold leads
Not a form-fill marketplace — every introduction is personal

Better leads. Better conversion. Less wasted time.

🎯

Full picture before first contact

Every client that reaches you has completed our detailed matching form. You know their mortgage type, deposit, employment status, income range, credit profile, and any complexity flags before you pick up the phone.

🔗

Matched to your specialism

We match clients to advisers based on declared case-type experience. If you specialise in self-employed or adverse credit cases, you'll get clients that match — not random enquiries from unrelated case types.

📈

Higher conversion rates

Because clients are matched to you specifically, and have already spoken to our team before contacting you, they arrive with higher intent and more realistic expectations — leading to better conversion.

⏱️

Less time on unsuitable cases

We speak to every client before making any introduction. That conversation filters out unsuitable cases — so you spend more time on clients you can genuinely help, and less time on calls that go nowhere.

🛡️

Clients who understand the process

BrokerMatch walks clients through the key factors that affect their situation before we make any introduction. By the time they speak to you, they've thought through their circumstances — which means better-informed conversations from the start.

🤝

A partnership, not a transaction

We work with a carefully maintained network of advisers. We're not a bulk lead provider. We expect quality outcomes from both sides — and our advisers get ongoing matching based on performance.

A full picture — before first contact

Every lead arrives with a structured summary of what the client shared. You go into the first conversation already informed — no blind calls, no surprises.

New match · Example
FTB
Mortgage type First-time buyer
Property value £250k–£400k
Deposit 10–20%
Timeline 1–3 months
Employment Self-employed · 2 years accounts
Annual income £40k–£60k
Credit history Clean
Complexity flags None flagged
Spoken to by BrokerMatch Yes — 17 Apr, 11:42am
Contact
Full name + email + phone

Everything in one place

Mortgage type, property value, deposit, income, employment, credit profile, and any complexity flags — all in a single structured summary.

No cold introduction

The client has already consented to be contacted by you specifically. They're expecting your call — not wondering who you are.

Matched to your specialism

You only receive leads that align with the case types you've told us you handle. Self-employed specialists get self-employed cases — not random enquiries.

Explicit consent on file

Every client has given explicit consent for their details to be shared with a matched adviser. GDPR-compliant handoff, every time.

Simple, straightforward process

1

Introductory call

We have a short call to understand your specialism, lender access, case history, and capacity. No commitment required.

2

Vetting & onboarding

We verify your FCA authorisation, review case history, and agree the case types you'll be matched to. Takes 3–5 working days.

3

Receive matched leads

We send you client introductions that match your specialism. We've already spoken to the client, so we brief you on their situation — you're prepared before you even pick up the phone.

4

Work the case, report outcomes

You work with the client in the normal way. We ask for brief outcome reporting, which feeds into ongoing matching quality.

Our network requirements

We're selective about who joins the BrokerMatch network. Here's what we require.

FCA-authorised

Directly authorised or AR of an FCA-regulated firm

Qualified (CeMAP or equivalent)

Appropriate mortgage qualification required

Whole-of-market or broad panel access

Access to a wide range of lenders, not a single panel

Proven case history

Demonstrable experience in your stated specialisms

Client-first approach

No pressure sales, clear communication, client interests first

Capacity to take on new clients

Sufficient bandwidth to respond and progress cases promptly
We review adviser performance quarterly. Meeting these criteria gets you onboarded — maintaining our standards keeps you in the network.

Book an introductory call

Tell us a bit about your practice and we'll arrange a short call to discuss whether BrokerMatch is a fit.

No-pressure introductory call

We'll explain how BrokerMatch works, answer your questions, and assess whether it's a good fit for your practice. No obligation to proceed.

See a sample lead summary

We'll show you exactly what information you receive with each introduction — so you can judge whether the lead quality meets your expectations before committing to anything.

Understand the matching process

We'll explain how we match clients to advisers — including how your specialism affects which cases you receive, and how volume is managed.

Request a call

Fill in your details and we'll be in touch within one business day to arrange a convenient time.