Appointment setting for mortgage brokers gives you screened borrower meetings booked into your calendar.
PrimeLeads handles the first calls and follow-up. Your team takes the meeting, checks the client's needs and handles the loan work.
Tell us whether you want home buyers or refinance enquiries. Set the areas you serve, the loan work you take on and the times your team has free. We agree the checks with you before a meeting can count towards your bill.
Screening covers the borrower's intent and timing. Finance and credit checks need the prospect's consent. These checks help decide whether to book a call; they do not mean a lender will approve a loan.
Your broker still needs to assess the client's needs and handle the loan process. PrimeLeads provides lead qualification and booking, not credit advice. Our verification page explains the checks behind each lead.
Share your target areas and the meeting times you have free. We will agree the screening rules and price before booking starts.
We agree a fixed price per qualified meeting based on your brief, the depth of screening and volume. There is no setup fee or monthly retainer. If someone does not show, or the meeting fails the agreed criteria, we credit it.
Ask us to confirm how rescheduling fits your brief. Start with a volume your brokers can handle and review the meeting notes as you go. A meeting can meet the agreed rules without turning into a settled loan.
If your team has time to call and book prospects, mortgage broker leads may fit. Paying for appointments suits a team with room for client meetings but little time for the calls needed to book them.
Use our lead vs appointment pricing comparison to compare the work each option covers. For other industries, see the full appointment setting service.
Share your target areas and the meeting times you have free. We will agree the screening rules and price before booking starts.
Get appointment pricingWe build the campaign, deliver your first leads and show you the quality before you scale.
Prefer to talk? Mention a good time to call in your message and we will phone you.
We only take on clients we can genuinely deliver for, so we ask a little more than most. Every enquiry is verified by SMS.
No lock-in. No retainer. No shared leads.