Mortgage broker websites and enquiry handling
ROISynth builds mortgage brokers an enquiry form that captures the buyer’s situation before the first call, one secure place for every document a case needs, and updates that tell clients where their case stands without them ringing to ask.
Thursday. You are waiting on a lender, the buyer rings to ask whether there is news, the estate agent rings to ask the same, and the buyer’s partner sends a message asking which payslips you still need.
You needed the March one. You asked for it twice, in emails that are now under forty others.
Every mortgage case is a chase for documents, and every client wants to know where things stand on the day you are waiting on somebody else.
Who this page is for
Mortgage brokers and advisers, working alone or in small firms: businesses that take buyers and remortgagers through a process involving lenders, estate agents and solicitors, need a stack of documents for every case, and spend a large share of each day answering “any news?”
What does ROISynth build for a mortgage broker?
An enquiry form that asks the buyer what they are trying to do, their rough income and deposit and their timescale, so the first call is about options rather than facts. A secure upload for every document a case needs, with a list showing the client what is still outstanding.
And case updates at each stage — submitted, valuation booked, offer received — so the client and the agent can see progress without phoning you.
What goes wrong for a mortgage broker that doesn’t for other advisers?
You are the middle of a chain you don’t control. The lender, the valuer, the agent and the solicitor all move at their own pace, and the client blames the person they can reach, which is you.
And the documents are endless and sensitive — payslips, bank statements, identity — arriving as photos, attachments and forwarded emails that have to be gathered into one case. Losing one of them, or asking for it twice, is the kind of small thing that makes a client wonder what else is being lost.
How do enquiries reach a mortgage broker?
From estate agents and past clients, and from buyers searching for help with a particular situation — first home, self-employed income, a remortgage coming up. Many are early, before a property is found, and need keeping warm for months.
An enquiry that captures the timescale lets the early ones be followed up when they are ready, rather than forgotten.
How does it fit around waiting on lenders?
Every live case is on one screen by stage, with what is waiting on whom. When a case moves, the client hears about it without you writing the message each time.
Documents land in the right case as they are uploaded, and a remortgage date years away is remembered for you, so the client hears from you before their deal ends rather than from their lender.
What does a mortgage broker own at the end?
The website, the case records and every document, in accounts in your firm’s name, and you keep the code.
Documents are stored where only the firm can open them. And every client you have helped has another mortgage in their future, recorded against their name.
What actually changes, in the order it matters to you.
- You can see what's being worked on right now, without asking.
- Only you can open your files. Anyone else asking is refused by the lock itself, not by a rule we wrote.
- The follow-up that always gets forgotten, never gets forgotten.
- One screen tells you where everything stands.
- Every customer hears from you at the right moment, and nobody sends one by hand.
- A customer's history is remembered forever, so nobody re-explains anything.
- Pages get written for the things people are actually searching for.
The audit will show you what a first-time buyer finds when they search for a mortgage broker nearby, and whether your site answers the questions they are nervous about.
Questions people ask
- Can clients upload their documents securely?
- Yes — a secure upload for every document a case needs, with a list showing the client what is still outstanding.
- How do clients know where their case stands?
- Case updates at each stage — submitted, valuation booked, offer received — so the client and the agent can see progress without phoning you.
- What happens to buyers who enquire before finding a property?
- An enquiry that captures the timescale lets the early ones be followed up when they are ready, rather than forgotten.
- Are past clients reminded before their deal ends?
- Yes. A remortgage date years away is remembered for you, so the client hears from you before their deal ends rather than from their lender.
Want to talk through how this would fit your business? Message on WhatsApp, or send a message and it reaches the person who would do the work.