The Problem
A prospect fills in a form at 8pm. By 9am the next morning, they've already spoken to two other brokers. For a firm receiving 40 enquiries a month, losing 35% of leads to slow follow-up means writing off roughly £25,000 in revenue every month — £300,000 a year.
How It Works
The Client Conversion Engine handles your entire enquiry flow end-to-end — from the moment a lead lands to the moment they're booked, tracked, and nurtured.
Built on Jotform, n8n, Claude AI, Resend, and Cal.com — and connects to your existing CRM. Fully configured and maintained for you.
Every enquiry — from your website form, referral link, or lead portal — triggers a personalised, human-sounding reply within 60 seconds. Written by AI, shaped by your brand voice. Indistinguishable from a real message.
The system reads each response and tags the lead: qualified (gets a booking link), nurture (enters a long-term email sequence), or not a fit (politely closed). Your team only touches leads that are ready to talk.
Qualified prospects self-serve into your calendar. Automated reminders cut no-shows. Every interaction — open, reply, booking, outcome — is logged in your CRM, giving you a live pipeline with no manual data entry.
The Offer
Available in three tiers — start where your pipeline leaks most, expand as results compound.
The core engine. Captures every enquiry, responds within 60 seconds, qualifies leads automatically, and books qualified prospects into your calendar.
Everything in Stage 1, plus long-term nurture for leads not ready to commit — so you stop losing the 60% of warm prospects who go cold between enquiry and appointment.
The complete end-to-end engine. Adds inbound lead generation and referral automation on top of Stages 1 & 2 — so the system fills its own pipeline as well as converting it.
A 90-minute live audit of your current enquiry flow. We map every leak, model the revenue cost, and hand you a prioritised action plan — whether you work with us afterwards or not.
Pricing
A single completed mortgage and protection case generates £1,500–£3,000+ in broker revenue. The system pays for itself by recovering less than two cases a month — everything above that is profit.
Entry Point
no commitment
90-minute diagnostic of your enquiry flow. Identify the leaks. Get the plan.
Book NowStarter
one-off build · then £350/month
Fixed-fee build of the core system, then an ongoing maintenance retainer. Best for firms who prefer project pricing.
Get a ProposalRecommended
per month · retainer
Full build, ongoing optimisation, and dedicated support. Covers Stage 1 as standard — Stages 2 and 3 expand the retainer.
Book a Discovery CallThe maths: At £1,800 average case value, recovering just two deals a month covers a £2,500 retainer in full. The typical firm losing 35% of 40 monthly enquiries is writing off £25,000/month — the system costs a fraction of what it recovers.
Who We Work With
Small UK mortgage broker firms with 1–50 advisers. Principal-led, receiving inbound leads via website forms, referrals, or lead portals — and currently handling follow-up manually.