Resources & Tools
Practical tools, templates, and resources to help you get more from your leads. Everything here is free to use — no sign-up required.
Lead Pricing & ROI
Understand what leads cost, how to calculate your return, and what realistic benchmarks look like.
How Much Do Mortgage Leads Cost?
UK mortgage lead pricing breakdown. What affects cost, provider comparisons, and when generating your own may be cheaper.
Read more →How Much Do Life Insurance Leads Cost?
Life insurance lead costs in the UK. What affects pricing, realistic ROI, and whether self-generation is cheaper.
Read more →How Much Do Equity Release Leads Cost?
Equity release lead pricing. What drives costs, realistic conversion rates, and how to evaluate ROI.
Read more →How to Calculate Lead ROI
Step-by-step ROI formula with worked examples for mortgage, insurance, and equity release leads.
Read more →What Is a Good Lead Conversion Rate?
Realistic conversion rate benchmarks for UK financial services by lead type with practical improvement tips.
Read more →Conversion & Follow-Up
Scripts, templates, and strategies for converting more of the leads you receive.
How to Convert Mortgage Leads
Practical guide to converting mortgage leads. Speed to lead, first-call scripts, follow-up cadence, and what top brokers do differently.
Read more →How to Convert Insurance Leads
Practical advice for converting insurance leads into placed policies. First call, objection handling, and long-term client value.
Read more →Mortgage Broker Lead Follow-Up Scripts
Word-for-word follow-up scripts for mortgage brokers. Initial call, voicemail, SMS, email, and objection responses.
Read more →Insurance Broker Intro Scripts
Word-for-word intro scripts for insurance brokers. Initial call openings, qualifying questions, and objection handling.
Read more →How to Handle Lead Objections
Common lead objections and proven responses. Covers 'I didn't request this,' 'not interested,' and more.
Read more →Chase Email Templates for Brokers
Ready-to-use chase email templates. First chase, second chase, final chase, and checking-in templates.
Read more →Speed to Lead: Why It Matters
Why responding within 5 minutes doubles your conversion rate. Data, practical advice, and how to get faster.
Read more →Lead Nurturing Best Practices
Long-term nurturing strategies for mortgage and insurance brokers. Email sequences, timing, and re-engagement.
Read more →Technology & Integration
Guides on setting up the technology to manage leads effectively.
Strategy & Decision-Making
Resources to help you decide how to source leads and build a sustainable pipeline.
Should I Run My Own Ads or Buy Leads?
Honest comparison of buying leads vs running your own ads. Costs, time investment, skill requirements, and when each makes sense.
Read more →Financial Adviser Lead Generation Guide
A practical lead generation guide for UK financial advisers. Bought leads, referrals, content marketing, and building a pipeline.
Read more →Calculators
Interactive tools to help you forecast costs and returns.
More Resources
Practical tools, templates and data for brokers and advisers.
Fixed-Rate Mortgage Expiries in 2026: The Remortgage Opportunity for Brokers
How many UK fixed-rate mortgages end in 2026, the payment shock borrowers face, and what it means for brokers buying or generating remortgage leads.
Read more →Remortgage Lead Follow-Up Script: First Call to Application
Word-for-word first-call script, voicemail, SMS and email templates for converting remortgage leads, plus the 5-day follow-up sequence that roughly doubles conv
Read more →UK Financial Services Lead Benchmarks 2026
Realistic UK lead conversion, contact rate, and cost-per-acquisition benchmarks by lead type. Published 2026, based on 165,000+ UK financial services leads.
Read more →