Overview

A practical, compliance-first playbook for mortgage brokers who need more than theory: real tactics, repeatable processes and measurable ways to attract, convert and retain clients. Who this book is for - Independent brokers, network and whole-of-market teams - Marketing and operations leads inside brokerages - New entrants seeking a pragmatic roadmap to grow sustainably If you advise, convert or care for mortgage clients, this is a hands-on manual you can use today. What you'll get Across 26 A-Z chapters Christian Strutt translates two decades of broking and marketing experience into focused, immediately usable strategies. Each entry is deliberately practical: concise guidance, checklists, scripts, templates and ethical rules of the road so actions are repeatable and compliant. Use it as a reference, a playbook or a checklist library to train staff and standardise performance. Core benefits - Build predictable pipelines: step-by-step guidance for paid and organic acquisition channels (PPC, paid social, Google Business Profile, SEO and local listings). - Turn enquiries into funded cases: funnel design, UX and CRO techniques, CRM automation and email nurture sequences that move prospects through decision stages. - Create lasting client value: post-completion nurture, cross-sell playbooks and formal referral systems that lift lifetime value. - Partner and introducer growth: joint-marketing templates and measurable referral frameworks for estate agents, solicitors and financial advisers. - Compliance as a growth lever: practical QA, disclosure and audit-trail approaches that reduce risk and build trust. - Measurement and learning: the right KPIs, dashboards and attribution advice so you can stop guessing and start improving. What makes this different - Action over abstraction: each chapter is designed around an executable outcome - not long theory chapters you won't use. - Templates and scripts: ready-to-adopt assets for enquiry handling, review solicitation, partner outreach and client check-ins. - Ethical and compliant: guidance that respects regulatory constraints and treats compliance as a competitive advantage. - Systems not heroics: build repeatable SOPs so growth doesn't depend on a single star performer. Inside the book (select highlights) - A: Audience segmentation - define profitable niches and speak to their life stage. - B: Brand positioning and compliance - align proposition with regulatory expectations. - D & P: Digital advertising and paid social - acquisition playbooks with creative and targeting tests. - E: Email automation & CRM integration - timed sequences that convert and retain. - F & U: Funnels and UX - remove friction and raise conversion rates. - G & L: Google Business Profile & Local SEO - dominate local search and reviews. - H, J & O: Referral partnerships, joint marketing and solicitor outreach - predictable introducer pipelines. - Q, M & I: Quality assurance, measurement and data insights - audit-ready processes and dashboards. - Z: Zero-party data - consent-first personalisation that is future-proof. How to use it Read end-to-end to build a coherent strategy, or dip into letters for tactical fixes and checklists. Use the 90-day checklist and the recommended experiments to create immediate momentum. About the author Christian Strutt draws on long experience in mortgage broking and marketing to provide realistic, ethics-driven advice that scales. If you want a book that helps you do the work - not just think about it - this A-Z playbook is built for you. Contact his mortgage brokers marketing agency at www.MiltonKeynesMarketing.uk Put the playbook into action: improve one process each week, measure the impact and repeat. Over time those small, consistent changes create a durable competitive lead.

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