MORTGAGE MATE LIMITED

Mortgage Mate Limited is a technology‑driven provider of an all‑in‑one sales and marketing platform designed specifically for mortgage brokers. By consolidating lead capture, client communication, appointment scheduling and post‑sale follow‑up into a single, secure CRM, the service helps brokers move from “decision in principle” to after‑sales support without the need to juggle multiple tools.

Key features include automated email and task workflows, instant lead notifications from advertising or referrals, two‑way texting, email, call, Google My Business and Facebook Messenger integration, and a calendar‑linked scheduler that sends reminders to boost show‑up rates. The platform also automates document requests and review‑request campaigns, turning satisfied clients into advocates. Mortgage Mate offers two subscription tiers – Gold (£297) and Platinum (£497) – each with generous credits for SMS, calls and emails, plus free setup and onboarding. A seven‑day free trial and a complimentary onboarding call make it easy for brokers to experience the benefits risk‑free.