Lead Generation for Mortgage Brokers and Finance Firms
Finance leads are valuable, and expensive to waste. Our financial services marketing agency work brings mortgage brokers, financial advisers and finance firms in London and Ontario leads from Facebook and Instagram, qualified before they reach an adviser, with ads and pages your compliance team can sign off.
Problems we fix
Advisers' time on poor leads
Your advisers' time is the most expensive part of the process.
Regulated advertising
Every ad and page has to work within financial promotion rules and Meta's policies.
No idea which products work
Without the source on every lead, you can't see which campaigns bring in clients.
How it fits together
- 1
Ad
Separate campaigns for mortgages, protection and the products you want to grow.
- 2
Landing page
Pages and instant forms with qualifying questions, approved by your compliance team.
- 3
Follow-up
A reply within minutes, then booking into your advisers' calendars.
Mortgage and finance lead campaigns
We run separate campaigns for the products that matter to your business, for example:
- Mortgage leads: first-time buyers, home movers and remortgages, each with its own message and qualifying questions
- Protection and advice: people looking for a financial adviser for a specific need
- Specialist products where Meta's audiences fit your customer
Every campaign has its own landing page or instant form, and every lead lands in your CRM with its source, so you can see which products and messages bring in clients.
Working within financial promotion rules
Financial advertising is regulated, and Meta has its own policies for financial products on top. We work alongside your compliance team so every ad and page can be approved under the FCA's financial promotion rules in the UK and the relevant regulator's rules in Ontario.
In practice that means no ad or page goes live without your sign-off, and wording is kept clear and balanced.
Qualifying leads before they reach your advisers
Your advisers' time is the most expensive part of the process. Our AI automation replies to every enquiry within minutes and asks the qualifying questions you'd ask on a first call, such as what they need, their timeline and their situation. Each lead is scored, so advisers speak to the ready ones first and the rest stay in a nurture sequence.
What's included
Meta ads management for each product you want to grow, with new creative tested every month
Landing pages and instant forms with qualifying questions
Pixel and Conversions API tracking, so Meta learns from real enquiries, not just clicks
Automated WhatsApp, SMS and email follow-up, lead scoring and booking into your advisers' calendars
Weekly reporting in qualified leads, booked appointments and cost per result
How we work with finance firms
- 1Audit. We review your current ads, pages and lead handling. You keep the written audit whether or not you hire us.
- 2Plan. Products, audiences, qualifying questions and targets, agreed with you and reviewed by your compliance team.
- 3Launch. Everything goes live within 48 hours of approval, checked daily, with a weekly results call.
- 4Improve. New creative every month and a quarterly strategy review, with every change approved before it runs.
Financial services marketing agency results
[CONFIRM: finance client: name, results and permission to publish]
Across our clients, the numbers we can share:
Results from client work
All case studies
Million Pound Homes
£20M+ in property sales
Read case study
Kirstie Coaching
39 form leads, plus 7 messaging conversations
Read case study
K It's Clean
20+ leads in the first 2 weeks
Read case studyFAQs
Yes, as long as the ads follow Meta's financial products policies and the financial promotion rules that apply to you. Your compliance team approves every ad and page before it runs.
We work alongside your compliance team so every ad and page can be approved under the FCA's financial promotion rules in the UK and the relevant regulator's rules in Ontario. Nothing goes live without sign-off.
It depends on the product, your area and your offer, so we agree a target cost per qualified lead with you after the audit. [CONFIRM: typical cost per mortgage lead]
Yes. Automated follow-up asks your qualifying questions within minutes of the enquiry, scores each lead and only passes the ready ones to your advisers.
How we help
Where we work
Want us to look at your ads, page and follow-up?
Book a free Meta ads audit. We’ll show you where the money is leaking and what to fix first, with or without us.