Qualified Mortgage Appointments - Face-2-Face

How does it work? | Area availability | How do i get started? | Terms & Conditions

Unlike many Lead Generation companies, Mercantile Equity takes the mortgage leads creation business to the next level. Via a combination of customer initiated enquiries, highly trained staff and our bespoke contact system, Chorus, we supply an unparalleled level of qualified mortgage appointments throughout the UK. We also offer a full replacement policy to our customers if they fail to ‘get in the door’.

All of our mortgage appointments are initiated by the client actively looking for a new mortgage or re-mortgage on the internet. This ensures the clients are genuine and have a current objective. With the client in control of the process they do not feel pressured into reluctantly accepting a mortgage appointment which is frequently the case with other appointment providers. The quality of our mortgage appointments and the information provided is far higher than if they were generated by telesales.

Initial enquiries are confirmed by a customer service call where personal, property and current mortgage details are further qualified. We also clarify the clients´ objective and need for their mortgage or re-mortgage and then set a convenient appointment date and time entering it directly into a mortgage advisors diary.

This is the truly unique aspect of our service. What we provide is not the details of somebody that just happened to be browsing the internet. We generate mortgage appointments that are genuine, fully qualified and match the Broker’s required criteria and locality. We provide MORTGAGE APPOINTMENTS NOT LEADS.

Mercantile Equity Face-2-Face appointments can be summed up as follows:

• Client initiated enquires, NO cold calling
• Qualified Mortgage Appointments, NOT LEADS
• Appointments booked in the individual brokers name
• Virtual Diary for All Brokers
• No more re-arranging or double booked appointments
• Appointments generally set no more than 3 working days in advance
• Automated SMS Text Message to Broker on setting of appointment
• Detailed mini fact-find containing qualified information for appointment
• Replacement of appointments where you fail to ‘get in the door’
• Bespoke CMS System – BOSS (Back Office Support System) holding current and historical details of appointments

Mercantile Equity is currently the preferred supplier to the Vision Network, the Tenet Group, Home of Choice and Citri. We also work closely with Business Development Managers within a number of leading Networks such as Intrinsic and Openworks but supply a large number of individual Brokers as well as medium size and large National Brokerages.