How does it work? | Regions | How do I get started? | Terms & Conditions

Expert Money produces Telephone Qualified Mortgage Leads. These mortgage leads are generated in the same manner as the mortgage leads for our Face–2-Face Appointments by using our consumer faced mortgage lead web sites.

Each client initiated mortgage lead enquiry is contacted by our UK based call centre agents who qualify the personal, property and current mortgage details – no more invalid numbers and false records!

With the information provided directly by the client a mini fact find is created and delivered by email with every Telephone Qualified Mortgage Lead.

Available on a Regional basis Telephone Qualified Mortgage Leads are delivered by SMS text and email with an attached PDF of the client's fact find details and also uploaded to BOSS (Back Office Support System).

Expert Money naturally ensures that you never have to pay for an invalid mortgage lead as the enquiry has already been qualified. Should a Telephone Qualified Lead need to be returned for consideration of replacement then this can be done via BOSS where the lead will be validated by our staff and, if confirmed to be within our Terms & Conditions, credited back to your account.

How does it work? | How do I get started? | Terms & Conditions

Expert Money now produce Commercial Mortgage Leads which we generally refer to as Commercial Consultations. These Commercial Mortgage Leads are only available on a Nationwide basis but, as this area of business grows, will become available on a Regional basis.

Commercial mortgage leads are produced from client initiated enquiries received via our business facing Commercial Mortgage site. Our UK based agents contact the mortgage lead by telephone in the same manner as our other mortgage products and qualify the information given.

The information required for a Commercial mortgage is completely different from that required for a residential mortgage. We ask the client, therefore, a number of specific preset questions that are tailored to the commercial mortgage market to enable us to produce the fact find.

Once our system ‘qualifies’ the information a consultation is booked at a mutually agreeable time for both the client and the Broker. The details of the consultation are then delivered to the Broker by both SMS text and email with an attached Commercial PDF containing the clients’ fact find details.

The qualified fact find provided with all Commercial Mortgage Leads contain the right information to allow a broker to fully research each lead before contacting the client and therefore be able to provide a full service to the client.