The Reality Is...
Most brokers know they should stay in touch with their clients, but in practice it often slips down the list.
Therefore contact tends to happen only when a deal is coming to an end. In the meantime, there's a real risk of clients drifting to other brokers or lenders.
The Opportunity Cost Is...
The cost of not staying in touch often goes unnoticed.
Clients drift away. They forget about you. They stop recommending you and stop coming back to you.
As a result, business can be lost quietly.
The Solution Is...
The cost of losing touch can be far greater than most brokers realise, and often much greater than the cost of staying in touch.
The solution is a fully managed client newsletter, branded for your business and sent on your behalf.
We help you stay consistently in front of your clients without adding to your workload.
How Does It Work?
Introductions
To bring you this service, I have teamed up with Julian Clark, who has previously provided this kind of newsletter support for mortgage networks.
Sign up for a demo
First book in a demo so you can see how it works for yourself.
Getting Started
Once you are ready to get started, Julian will guide you through the
setup.
You choose your articles.
Each month, we provide a selection of relevant, ready-to-use content. You choose what gets sent to your clients.
We build and send your newsletter.
Your newsletter is professionally designed, branded to your business, and sent to your client database on your behalf.
Reporting
You see who engages. You receive engagement reporting, so you can see who's opening and reading and identify opportunities to follow up.
That’s it.
No writing. No designing. No chasing.
What You Get
Everything you need to stay visible and relevant:
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Professionally written, mortgage-relevant content.
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Branded emails sent to your clients each month.
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A consistent and professional presence.
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No content creation required from you.
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Engagement reporting, so you can see who is reading.
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A simple, repeatable way to stay in touch.
What This Means For You
This is not just a newsletter. It's a practical way to protect and grow
your business.
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Stay front of mind all year round
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Generate more repeat business
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Increase referrals from existing clients
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Build stronger, longer-term relationships
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Position yourself as credible and proactive
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Start more conversations earlier
Common Concerns
“I don’t have time for this.”
You don't need to make time for it. We handle the process for you.
“I wouldn’t know what to write.”
You don't need to. All content is provided for you.
“Will my clients actually read it?”
You will be able to see who opens and engages, giving you clear
opportunities to follow up.
“Is it worth the fee?”
One retained client or one additional referral can easily justify the
cost.
“I don't currently have a problem retaining clients.”
That's a great position to be in. The question is how you maintain that
position and continue generating repeat business and referrals over time.
“What if I change my mind?”
The service is based on a rolling 3 newsletter agreement, after which you are free to continue or stop.
The Fee
The pricing shown here is per company and is based on one branded newsletter setup and one client database.
If a firm requires separate broker-branded versions for individual advisers, with separate databases and reporting, a bespoke price can be provided.
Monthly
12 Newsletters every year
£225
per month|
One off set up fee: £150*
Bi-Monthly
Six newsletters every year
£138
per month
One off set up fee: £150*
Quarterly
Four newsletters every year
£110
per month
One off set up fee: £150*
* Set up fee covers:
data preparation guidance, newsletter branding setup, template configuration, and sign-off.
FAQs
Q. Who will be my contact if I sign up?
I will always be available for support, and once you sign up you will also be looked after directly by Julian.
Q. Can I choose what content goes in?
Yes. Each month, you select from a curated set of relevant articles.
Q. Will it be branded as my business?
Yes. Your clients will see the newsletter as coming from you.
Q. Can I see who opens the emails?
Yes. You will receive engagement reporting after each send.
Q. What if I want to stop?
The service is based on a rolling 3 newsletter agreement, after which you are free to continue or stop.
Q. Is the content compliant?
The content is written with the mortgage industry in mind. If you have specific compliance requirements, these can be discussed as part of the setup process.
Book Your Demo
Add your details, choose the best time for you and we will arrange a demo.
