Appointment setting for mortgage brokers
Appointment setting for mortgage brokers gives you screened borrower meetings booked into your calendar.
We also offer appointment setting for real estate agents. PrimeLeads handles the first calls and follow-up. Your team takes the meeting, checks the client's needs and handles the loan work.
- We handle the first calls, screen borrowers against your brief and book video meetings into your calendar.
- You pay for held, qualified meetings. No-shows and meetings that fail the agreed criteria are credited.
On this page
Set the borrower brief before we book
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.
What reaches your calendar
- A video meeting booked into a time you have free, using Zoom, Teams or Meet.
- The borrower's verified contact details and form answers before the call.
- The consent record and screening answers, so you can review the brief.
- SMS confirmations and reminders sent to the prospect.
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.
Held meetings, pricing and no-shows
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.
When buying leads may suit you better
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.
Questions, answered
Do I pay if the borrower misses the meeting?
Does screening guarantee loan approval?
Can meetings fit around our brokers' diaries?
Tell us which borrowers you want to meet
Share your target areas and the meeting times you have free. We will agree the screening rules and price before booking starts.
Get appointment pricing