A Predictable Flow of Qualified Mortgage Enquiries
Booked Directly Into Your Calendar
We work with UK mortgage firms to build structured paid acquisition systems that improve enquiry quality, reduce no-shows, and create a clearer, more manageable pipeline.
Most mortgage firms don’t actually struggle with getting enquiries
They struggle with getting the right enquiries
❌ Too many leads aren’t suitable.
❌ Too many don’t show up.
❌ Too much time is spent chasing.
The result is simple:
✅ More meaningful conversations.
✅ Less wasted time.
✅ A clearer pipeline.
If you’re already investing in growth and want better quality enquiries, not just more volume -> apply below and we’ll assess whether this would suit your firm.
Why Most Enquiry Systems Break Down
More volume doesn’t fix poor structure.
❌ Inconsistent Enquiry Flow
Some weeks are busy. Others are quiet.
When you rely heavily on referrals or word of mouth, pipeline consistency becomes unpredictable. That makes planning, hiring, and revenue forecasting difficult.
❌ Too Many Unsuitable Leads
Enquiries come in, but many aren’t proceedable.
Poor credit, unrealistic expectations, or simply not ready. Without proper filtering before booking, advisers end up spending time on conversations that go nowhere.
❌ Low Show Rates & Manual Chasing
Leads book calls, then don’t attend.
Without structured reminders and follow-up, no-shows increase and admin time grows. Advisers or support staff end up manually chasing confirmations instead of focusing on clients.
❌ No Clear View of Pipeline Performance
It’s often unclear:
- Where enquiries are coming from
- Which ones are qualified
- What stage each case is at
Without structure, growth feels reactive rather than controlled.
The Mortgage Acquisition System
A structured process designed to solve the issues above and
create a more predictable flow of suitable enquiries.
Controlled & Consistent Enquiry Generation
Instead of relying purely on referrals or inconsistent activity, we run targeted paid campaigns designed to attract people actively looking for mortgage support.
This creates a more stable and controllable source of new enquiries.
Intelligent Pre-Booking Qualification & Engagement
Before a prospect reaches your calendar, they go through a structured qualification process.
Enquiries are automatically engaged with follow-up questions, guided through key criteria, and filtered based on suitability before being offered a booking slot.
This means advisers are far more likely to speak with prospects who meet basic requirements, not just anyone who clicked an ad.
Automated Follow-Up & Attendance Control
Once a call is booked, structured confirmations and reminders are sent automatically.
If someone doesn’t complete booking or misses a call, the system continues to follow up appropriately.
This improves show rates and significantly reduces manual chasing.
Clear Pipeline & Ongoing Optimisation
Every enquiry is tracked through defined stages in a structured pipeline.
You can clearly see what’s new, what’s booked, and what’s progressing, allowing for better visibility and continuous improvement over time.
Trusted by Mortgage Firms
Across the UK
We build structured acquisition systems that help mortgage firms manage enquiries
properly, improve attendance, and reduce time spent chasing.
Chris Hazell - Chris Hazell Mortgages
(Mortgage Adviser in Leamington Spa)
Client Since 2024
After implementing the system:
✅Direct calendar bookings
✅ Automated follow-ups & reminders
✅ Smoother client journey
✅ Less time spent chasing
This Is Typically Suitable For Firms That:
Are already investing in growth
Want more predictable enquiry flow
Are ready to implement within 30 days
Not Suitable For:
Firms relying solely on referrals
Brokers unwilling to invest in paid acquisition
Apply for an Acquisition Assessment
We’ll review your current setup and advise whether this system would be a strong fit for your firm.
© Copyright Registered & Monitored 2023-2026
Company Name: My Social Goals Ltd
Company Number: 15020226
Reg. Office Address: 1 Bonham Grove, Birmingham, B23 8RX
My Social Goals builds structured acquisition systems for UK mortgage firms, helping generate qualified enquiries through paid advertising and automated follow-up processes.
My Social Goals is a marketing and automation service provider. We are not a mortgage broker, lender, or financial adviser and do not provide financial advice.
Results vary depending on firm, budget and market conditions.
No specific outcomes are guaranteed.
All client data is handled in accordance with UK data protection regulations.
