Helping Mortgage Brokers Attract Leads, Master Sales & Build Profitable Lifestyle Businesses
Overwhelmed by your workload?
Create balance and control with streamlined systems that free up your time.Struggling to grow your income?
Use proven strategies to scale your business to consistent six-figure success.Feeling uninspired?
Reignite your motivation, rebuild momentum, and fall back in love with your business.Invisible in your market?
Build a powerful personal brand that positions you as the go-to broker in your niche.Buried in admin?
Leverage smart automation and modern tools to simplify your operations and focus on what matters most.
Join hundreds of mortgage brokers who’ve transformed their businesses through my 1:1 coaching. I specialise in helping brokers simplify their sales, marketing, and sales so they can build profitable lifestyle businesses that deliver real growth and genuine work-life balance.
WHO AM I & WHY SHOULD YOU CARE?
Hey, I’m Ash Borland.
I’m a Sales and Marketing Coach for mortgage brokers who are tired of feeling like they’re working harder than ever and still not getting the results they deserve.
Here’s the truth: most brokers don’t have a work problem, they’ve got a framework problem. You’re already doing the graft. You just need a system that turns your effort into consistent leads, clients, and income without the chaos, guesswork, or 2am stress scrolls through your CRM.
That’s where I come in. I help mortgage brokers simplify their marketing, sharpen their sales process, and build a brand that clients actually remember for the right reasons.
I’m all about no-fluff frameworks, clear strategy, and helping you build a business that runs smoothly so you can finally enjoy the life you’ve been working so hard for.
Hard work built your business.
The right framework will scale it.
DON'T BELIEVE ME? WHY SHOULD YOU?
Here's a few case studies of some coaching clients I've worked with↓
Anish Patel
A Niche Mortgages
Challenge:
Anish Patel, founder of A Niche Mortgages, was feeling lost when it came to his social media content. Like many mortgage brokers and mortgage advisors, he was creating content that looked similar to everyone else’s, and it didn’t resonate with him personally. Anish wasn’t happy with the direction of his brand and knew his content wasn’t reflecting his true identity. He needed to align his brand with who he was, attract the right clients, and build a more authentic presence in the mortgage industry.
Solution:
As a mortgage broker coach, I worked closely with Anish to help him uncover the vision for his brand. Together, we created a business identity that truly represented who he was as a mortgage broker. While Anish put in the hard work, I provided the guidance and direction he needed to align his ideas with his long-term goals. My role as a mortgage business coach was to help him build a strong online brand that would attract his ideal clients and grow over time.
Results:
Increased Client Engagement: By creating content that was authentic and aligned with his values, Anish began attracting his ideal clients who resonated with his message.
Business Growth: Beyond just increased engagement, Anish experienced a significant increase in income, thanks to the alignment of his brand with his true self.
Future Plans: Anish is now excited about the future of his business, with clear plans for growth and expansion, confident in the brand he has built.
Karla Edwards
The Protection Parent
Challenge:
Karla Edwards, founder of The Protection Parent, was struggling with staying focused and managing the challenges of being self-employed. Like many entrepreneurs, Karla found it difficult to stay on track, especially when balancing multiple tasks and responsibilities. She needed guidance not only to grow her business but also to gain clarity on her personal and professional direction.
Solution:
Karla began working with me four years ago, seeking support to stay focused and grow both her business and personal confidence. Over the years, I provided her with honest, direct feedback, always with her best interests in mind. My approach was to ensure that she stayed in her lane and focused on what she was best at, guiding her with a balance of encouragement and accountability.
The Outcome:
Business Growth: Over the course of our four-year coaching relationship, Karla has seen substantial growth in her business, The Protection Parent, increasing her success and social media presence.
Focus and Direction: I helped Karla stay focused and avoid distractions, which has been crucial to her success as a self-employed business owner. By guiding her to stay on track, she’s been able to fully leverage her strengths.
Personal Development: Karla’s confidence has significantly improved, not just as a business owner but as an individual. She now approaches challenges with greater clarity and self-awareness, giving her the tools to handle both personal and professional growth.
Nicola Huxley
Sphere Financial
Challenge:
When Nicola Huxley first started working with me, she wasn’t sure if she could commit to a full year of coaching. Her business needed direction, particularly in creating content and staying consistent with marketing efforts. She was looking for guidance and accountability to help her focus and grow her protection sales.
Solution:
Over the course of a year, I worked closely with Nicola to help her create, record, and share stories that aligned with her business goals. Our sessions focused on staying disciplined and accountable, ensuring that Nicola remained consistent in her content creation and business strategy. Through these efforts, we also developed a clear vision and focus for the entire business.
The Outcome:
Business Growth: Nicola’s protection sales increased by over 230% within the year, and her business has been shortlisted for industry awards.
Clarity and Focus: Our coaching sessions provided Nicola with a clear sense of direction and purpose for her business, allowing her to approach each aspect with focus and discipline.
Accountability and Discipline: With ongoing support, Nicola was able to stay disciplined in her content creation and business development, making significant progress that felt sustainable over the long term.
Becki Davidson
XL Financial LTD
Challenge:
Becki, a mortgage advisor and mortgage broker, came to me already busy with clients but knowing she needed to improve her branding and content. Her social media presence was inconsistent, and her processes were inefficient, leading to long working hours. She recognised the need to enhance her online presence and educate her clients through video content but wasn’t comfortable on camera. Becki needed a mortgage business coach to help her refine her processes and build a stronger online brand as a mortgage advisor
Solution:
As her mortgage broker coach, I provided Becki with the tools and guidance to improve her brand identity and content creation. I helped her create educational videos aimed at busting myths about mortgages and insurance, allowing her to connect with her audience more effectively. My coaching also focused on streamlining her business processes, ensuring that she could operate more efficiently while maintaining a strong brand presence. This approach allowed Becki to balance her busy client workload as a mortgage advisor while building a brand she could be proud of.
The Outcome:
Improved Branding and Content: Becki now creates consistent, educational content that resonates with her audience as a mortgage advisor and broker, resulting in increased referrals and engagement.
Significant Client Wins: After implementing her new content strategy, Becki was contacted by a landlord with a portfolio of over 60 properties, demonstrating the value of her enhanced online presence.
Increased Turnover: In just one year, Becki saw a 28% increase in turnover and a 53% increase in overall business growth after working with me as her mortgage business coach.
Streamlined Processes:By refining her processes, Becki was able to avoid the long hours she had been working, leading to a more balanced and efficient approach to managing her mortgage advisor business.
Jenny Holt
Your Mortgage Hub
Challenge:
Jenny Holt, a mortgage broker and advisor at Your Mortgage Hub, approached me when she was struggling to grow her presence on social media. Like many mortgage advisors, she lacked confidence in creating video content and faced challenges in organising her business operations—especially when it came to scheduling appointments and managing her diary. As a mortgage broker, she needed guidance to streamline her processes and increase her engagement with clients.
Solution:
Jenny turned to me after starting her journey with the New Age Group, and we then transitioned to one-on-one coaching sessions. Over the course of a year, I worked with Jenny to help her grow her social media presence, create content with confidence, and restructure her business operations. One of the key tools I introduced her to was Calendly, which revolutionised how she booked appointments and managed her time. My approach as a mortgage broker coach focused on giving her actionable steps to take control of her business and build her brand as a mortgage advisor.
The Outcome:
Social Media Presence: Jenny, who once felt uneasy about creating video content, now produces daily videos for her audience. Her confidence has grown, and her presence as a mortgage broker on social media has skyrocketed.
Business Growth: Within 18 months of working together, Jenny’s income tripled. She went from being unsure about reaching a certain income level to exceeding her expectations.
Operational Efficiency: By implementing Calendly, Jenny streamlined her appointment booking process, allowing her to better manage her time and improve client interactions as a mortgage advisor.
Increased Confidence: Working together, I helped Jenny develop the confidence to take charge of her business and her marketing. My coaching focused on giving her the tools and mindset she needed to succeed as a mortgage broker and mortgage advisor.
Matthew Chapman
The Protection Coach
The Challenge:
Before working with me, Matthew Chapman, founder of The Protection Coach, thought he had a good handle on social media, audience building, and personal branding. However, when it came to fully utilising his authority and taking his brand to the next level, he realised he needed guidance. The challenge was turning his existing audience into a real asset for his business growth while crafting a clear and authentic strategy for The Protection Coach.
The Solution:
As his business coach, I worked with Matthew to help him fully leverage his personal brand and the audience he had built. We developed a comprehensive strategy focused on authenticity, engagement, and authority in the protection insurance industry. By focusing on audience engagement and utilising his personal brand, we were able to drive success for The Protection Coach.
The Outcome:
Personal Brand Utilisation: Matthew now fully understands how to utilise his personal brand to grow his business, making The Protection Coach a recognised name in the protection insurance industry.
Audience Engagement: With a more strategic approach to social media, Matthew has been able to capitalise on his existing audience, leading to increased engagement and new business opportunities.
Brand Success: The Protection Coach brand has seen significant growth and success, thanks to the focused strategy we developed together.
Ripley Salgueiro
First Time Finance
The Challenge:
Before working with me, Ripley Salgueiro, a mortgage broker, was running his business alone and felt like he was wasting time figuring things out through trial and error. Like many mortgage brokers and business owners, Ripley realised that without expert guidance, he was taking longer to reach his goals. He knew that continuing to work in isolation would slow down his growth, and he needed a business coach with industry experience to streamline his processes and map out a clear plan for the future.
The Solution:
As Ripley’s mortgage advisor business coach, I worked closely with him to create a long-term strategy tailored to his goals. Together, we streamlined his content creation, improved his business processes, and developed a roadmap for the next five years. My coaching went beyond giving instructions—I collaborated with Ripley to find the best solutions for his unique business challenges, helping him accelerate his progress.
The Outcome:
Time Savings: Ripley estimates that working with me as his business coach has saved him at least five years of trial and error, allowing him to fast-track his business growth.
Streamlined Processes: We developed and implemented more efficient business processes, allowing Ripley to run his mortgage broker business with greater clarity and efficiency.
Improved Content Strategy: I helped Ripley refine his content approach, aligning it more closely with his business goals and audience, boosting his online presence as a mortgage broker.
Long-Term Vision: With a clear five-year plan in place, Ripley now has the confidence and strategic direction needed to achieve long-term success in the mortgage industry.
Craig Skelton
My Brand My Way/Craig Skelton Coaching
The Challenge:
Craig Skelton knew that building a personal brand required a different approach from building a traditional business brand, but he wasn’t sure where to start. Although he recognised the importance of establishing a personal brand, Craig faced friction and hesitation due to a lack of clear direction, leading to repeated delays in getting started.
The Solution:
In our initial meeting, I worked with Craig to create a long-term plan that aligned with his vision for his personal brand. I provided clear and concise steps to guide him on what was needed to move forward. With weekly tasks and structured guidance, I helped Craig overcome the initial friction, building momentum toward his brand goals.
The Outcome:
Clear Direction: Craig now has a structured roadmap to guide him in building his personal brand, allowing him to move forward with confidence and focus.
Consistent Progress: With weekly tasks and consistent accountability, Craig has made steady progress toward establishing his personal brand.
Increased Confidence: Craig feels assured knowing he has a trusted coach to guide him and is looking forward to a long-term partnership to continue developing his brand.
Gaurav Shukla
Home Me Mortgages
The Challenge:
Gaurav Shukla, a mortgage broker specialising in first-time homebuyers, faced challenges with confidence on social media and was hesitant about creating video content. Despite knowing that an active online presence could attract more clients, he struggled to effectively reach his ideal audience. Gaurav realised he needed a mortgage broker coach to guide him in building a strong social media presence that aligned with his business goals.
The Solution:
As Gaurav’s mortgage business coach, I helped him develop a targeted digital marketing strategy to boost his confidence on camera and engage more authentically with potential clients. Together, we focused on creating consistent, high-quality video content aimed at attracting first-time homebuyers. With a clear strategy in place, Gaurav was able to position himself as a trusted mortgage advisor through engaging content.
The Outcome:
Increased Client Engagement: Within the first few weeks, Gaurav’s new social media approach attracted four to five new first-time buyer clients, proving the strategy’s effectiveness.
Boosted Confidence: Working with me as his mortgage broker coach, Gaurav gained the confidence to attend networking events and present himself professionally—a major step forward.
Enhanced Business Growth: Gaurav now consistently uses video content to showcase his expertise as a mortgage broker, helping him reach more clients and boosting his business’s visibility.
Hannah Worthington
Home Me Mortgages
The Challenge:
Hannah Worthington, founder of Worthy Financial, recognised the need to build a personal brand online to reach more clients, but she struggled with where to begin. Despite trying to create content, her efforts weren’t generating the engagement or visibility she hoped for, and she felt her content didn’t showcase her personality or expertise. Hannah sought a mortgage business coach to guide her in developing a strategic marketing approach that would connect with her audience and establish her authority in the mortgage industry.
The Solution:
As Hannah’s mortgage business coach, I worked with her to craft a marketing strategy that would bring her vision to life. Together, we developed a structured, audience-focused content plan and broke down the complexities of online marketing into manageable steps. By helping Hannah build confidence on camera, I supported her in creating consistent, high-quality video content that resonated with her ideal clients and strengthened her brand presence.
The Outcome:
Increased Organic Leads: With her new marketing strategy, Hannah saw a 150% increase in organic leads over the past year.
Enhanced Brand Visibility: Through consistent, strategic content, Hannah’s audience now recognises her as an expert in her field, boosting Worthy Financial’s visibility.
Confidence on Camera: Once hesitant, Hannah now feels comfortable recording video content, which has become a key component of her brand’s growth.
Lee Gathercole
Rebus
The Challenge:
About 18 months ago, Lee Gathercole’s business was posting on social media without a clear strategy, consistency, or brand identity. Struggling to reach their target market of first-time buyers effectively, Lee needed a mortgage business coach to provide guidance on building a recognisable and engaging online presence.
The Solution:
As Lee’s mortgage business coach, I helped him establish a consistent posting schedule, develop a strong brand identity, and focus his social media efforts on attracting first-time buyers. Through regular coaching sessions, I provided ongoing insights, marketing strategies, and accountability, allowing Lee to refine his approach and stay on track in connecting with his audience effectively.
The Outcome:
Consistent Brand Identity: With a well-defined brand identity, Lee now posts regularly, increasing recognition and engagement with his target audience.
Effective Targeting: Through a tailored social media strategy, Lee’s content now resonates with first-time buyers, significantly boosting engagement and attracting ideal clients.
Ongoing Accountability and Support: With regular sessions as part of our mortgage business coaching, Lee receives fresh insights, strategies, and structured support, helping him manage business growth and strengthen his social media presence.
Shane Clancy
SC Mortgages
The Challenge:
When Shane Clancy first connected with me, he was looking to create a strategic social media and content marketing plan to build his brand and attract more organic mortgage leads in his local area. He needed a mortgage broker coach who could guide him in social media marketing and content creation to increase visibility and effectively reach new clients.
The Solution:
As Shane’s mortgage business coach, I provided him with expert tools and strategies for effective social media marketing. This included insights into current content trends, recommended software, and equipment to elevate his content quality. Beyond building a strong content strategy, I worked with Shane to streamline his business processes, enabling him to deliver better client service and drive revenue growth. Our regular accountability sessions kept Shane focused and on track, helping him achieve steady progress toward his goals.
The Outcome:
Enhanced Content Quality: With guidance from his mortgage broker coach, Shane now produces high-quality, professional content that resonates with his audience.
Streamlined Processes: Improved internal processes have allowed Shane to deliver exceptional client outcomes, positively impacting his business’s revenue.
Increased Accountability: Through consistent coaching sessions, Shane remains focused on his objectives, leading to ongoing progress and growth.
Local Brand Growth: With a strategic social media presence, Shane’s brand has grown locally, helping him generate more organic mortgage leads.
Emma Sherlock
SSA
The Challenge:
When Emma Sherlock first started working with me, she had no prior experience in building a digital marketing campaign. She hadn’t developed content or explored strategies for creating engaging and impactful material. Emma needed foundational knowledge to build a cohesive marketing strategy that would establish her authority and drive engagement across her social media platforms.
The Solution:
Starting from the basics, I guided Emma on what makes a successful digital marketing campaign, including consistency, content regularity, and effective methods for building traction. We worked together across Facebook, LinkedIn, and Instagram, and later expanded to YouTube as part of a broader strategy to strengthen her online presence. Over two years, I provided ongoing creative and logistical guidance, helping Emma refine her approach and explore new channels, including podcasts and multi-channel strategies that integrate digital and print.
The Outcome:
Established Multi-Platform Presence: Emma has built traction and authority on Facebook, LinkedIn, Instagram, and YouTube through a structured, consistent content strategy.
Strategic Growth and Adaptation: As she progressed beyond the basics, Emma has continued to rely on my coaching for creative and strategic insights, allowing her to expand her reach through new channels like podcasting.
Creative and Logistical Sounding Board: With ongoing support, Emma has gained a trusted advisor for validating ideas and developing integrated marketing strategies across digital and print platforms.
Dan Howell
MAB
The Challenge:
Dan reached out to me as his mortgage business coach with the goal of refining his marketing strategy to attract clients he truly wanted to work with, rather than simply taking on any business that came his way. He needed a mortgage broker coach to guide him in enhancing his protection positioning and sales techniques to drive business growth and increase his effectiveness in the mortgage industry.
The Solution:
Over six months, I worked closely with Dan as his mortgage broker coach to develop a focused marketing strategy aimed at attracting his ideal clients. We also honed his protection sales techniques, boosting his confidence and positioning. By implementing a structured process and strategic improvements, Dan was able to elevate both his premium levels and client quality.
The Outcome:
Doubled Business Volume: With a targeted approach, Dan has doubled his written business in the past six months compared to the previous six months.
Higher Average Premiums: Through refined strategies, Dan successfully increased his average premium.
Improved Protection Sales: Dan’s protection penetration increased by 50%, directly resulting from the processes we implemented together.
Increased Confidence: With the support of a dedicated mortgage broker coach, Dan now feels significantly more confident in his protection positioning and sales techniques, providing a solid foundation for continued growth.
Andrew Marvelley
The Bay Mortgages
The Challenge:
Andrew, a mortgage advisor and broker, was already managing a busy client base but recognized the need to enhance his branding and content. His social media presence was inconsistent, and his business processes—particularly in sales, mortgage handling, and protection offerings—were inefficient, leading to long working hours and reduced productivity. Additionally, Andrew wanted to educate his clients through video content but felt uncomfortable being on camera. He needed a mortgage business coach and mortgage marketing coach to help him refine his processes and build a stronger online brand as a mortgage advisor.
The Solution:
As Andrew's Mortgage Business Coach and Mortgage Marketing Coach, I provided him with the tools and guidance to elevate his brand identity and content creation. I assisted Andrew in developing educational videos aimed at debunking common myths about mortgages and insurance, enabling him to connect more effectively with his audience despite his initial discomfort on camera.
Beyond enhancing his marketing efforts, I focused on streamlining Andrew’s business processes. This included optimizing his sales and mortgage workflows and introducing essential tools like Calendly to improve scheduling efficiency. Additionally, I identified gaps in his protection offerings and helped him establish a dedicated protection business segment. This comprehensive approach ensured that Andrew could operate more efficiently while maintaining a strong and consistent brand presence.
The Outcome:
Improved Branding and Content: Andrew now creates consistent, educational content that resonates with his audience as a mortgage advisor and broker, resulting in increased referrals and engagement.
Significant Client Wins: After implementing his new content strategy, Andrew was contacted by a landlord with a portfolio of over 60 properties, demonstrating the value of his enhanced online presence.
Increased Turnover: In just one year, Andrew saw a 28% increase in turnover and a 53% increase in overall business growth after working with me as his mortgage business coach.
Streamlined Processes: By refining his processes, Andrew was able to avoid the long hours he had been working, leading to a more balanced and efficient approach to managing his mortgage advisor business.
Mike Jones
Mewstone
The Challenge:
Mike, a mortgage advisor and broker, sought to enhance his presence in the equity release market. Despite his capabilities, he struggled to connect various marketing strategies into a cohesive plan. His efforts to improve visibility and generate leads were fragmented, making it difficult to achieve significant growth. Additionally, Mike needed to implement effective contact strategies and lead generation tools but lacked the structure and guidance to do so efficiently. He required a Mortgage Business Coach and Mortgage Marketing Coach to help him streamline his marketing efforts and expand his equity release business.
The Solution:
As Mike's Mortgage Business Coach and Mortgage Marketing Coach, Ash provided the structured guidance Mike needed to unify his marketing strategies. Recognising that Mike had the potential but lacked the cohesive plan, Ash helped him develop a clear and actionable strategy to improve his presence in the equity release space.
This included:
Structured Planning: Ash assisted Mike in organising his ideas and capabilities into a comprehensive plan, outlining clear objectives and actionable steps.
Contact Strategy Implementation: Together, they developed and implemented a robust contact strategy to effectively reach and engage potential clients.
Lead Magnet Creation: Ash guided Mike in designing a compelling lead magnet aimed at attracting and converting leads, tailored specifically to the equity release market.
Strategy Execution: Through personalised coaching sessions, Ash ensured that Mike could execute these strategies effectively, fostering consistent growth and client engagement.
The Outcome:
Implemented Contact Strategy and Lead Magnet: Mike successfully developed and executed a targeted contact strategy and an effective lead magnet, enhancing his ability to attract and engage potential clients in the equity release market.
First Application Conversion: As a direct result of the new lead generation strategies, Mike converted his first application, demonstrating the effectiveness of Ash's coaching and the implemented tactics.
Growth in Equity Release Business: With a structured approach and effective marketing strategies, Mike experienced significant growth in his equity release business, laying a strong foundation for future expansion.
Clear Action Plan: Mike now possesses a clear and actionable plan for continuing to grow his presence in the equity release market, ensuring sustained business development and increased efficiency.
Rob Thomas
The Swansea Mortgage Broker
The Challenge:
Rob Thomas, founder of The Swansea Mortgage Broker , wanted to grow his mortgage business but needed a more effective strategy for lead generation and client engagement. While he had strong systems and processes in place, his marketing efforts weren’t fully aligned with his brand’s identity or long-term goals. To increase mortgage leads and scale his business, Rob needed a structured approach to sales, marketing, and processes that would attract the right clients and maximise efficiency.
The Solution:
As a mortgage business coach, I worked closely with Rob to refine his marketing strategy, improve his sales processes, and optimise his
business operations for sustainable growth. We developed a lead generation strategy tailored to his ideal audience, ensuring his content marketing positioned him as a trusted mortgage expert in Swansea. By implementing structured systems and a more effective approach to client engagement, Rob was able to enhance his brand presence and generate more quality leads.
The Outcome:
Higher Mortgage Lead Generation: Rob’s optimised marketing strategy helped him attract more qualified mortgage clients, increasing his inquiries and conversions.
Stronger Sales and Client Engagement: By refining his sales approach, he built deeper client relationships and improved his overall conversion rates.
Business Growth Through Process Optimisation: With streamlined processes in place, Rob gained more time to focus on high-value activities, ensuring long-term business success.
Ahmed Ib
Secure Mortgages & Protection
The Challenge:
Ahmed Ib wanted to scale his protection business online and attract more of his ideal clients through social media marketing. While he had a presence online, he needed a clear strategy to make his content more effective and position himself as a trusted expert in the protection industry. He was looking for practical solutions to improve his brand visibility, generate
more protection leads and optimise his marketing efforts.
The Solution:
As a mortgage and protection business coach, I worked with Ahmed to develop a high-converting social media strategy focused on attracting and engaging the right audience. By refining his messaging, aligning content with client pain points, and implementing a lead generation system, we created a strategy that positioned him as a trusted expert in protection insurance. My background in protection and financial services helped ensure the approach was tailored specifically to his business needs.
The Outcome:
More Qualified Protection Leads: A structured social media strategy attracted higher-quality inquiries and boosted conversion rates.
Stronger Brand Positioning: Clear, engaging content helped establish Ahmed as a go-to expert in protection insurance.
Scalable Growth: A refined approach to marketing allowed Ahmed to generate leads consistently and scale his business efficiently.
Peter Stalworth
Stalworth Wealth
The Challenge:
Peter Stalworth, founder of Stalworth Wealth, wanted to grow his mortgage and wealth business while improving efficiency in his daily operations. He needed better time management strategies, a structured approach to video content creation, and a clear roadmap for business growth. While he was already generating business, he lacked a scalable system to streamline his workflow, attract more high-value clients, and increase visibility through marketing and content creation. more protection leads and optimise his marketing efforts.
The Solution:
As a mortgage business coach, I worked closely with Peter to implement a scalable marketing strategy, optimise his daily processes, and refine his lead generation methods. We focused on:
Time Management & Efficiency: Implementing Calendly and structured diary management to maximise productivity.
Video Content & Marketing: Providing guidance on video production, including the right hardware, software, and content strategies to attract ideal clients.
Structured Growth Plan: Creating a clear business roadmap, ensuring Peter had the tools and strategies needed to scale his mortgage and wealth business.
The Outcome:
More Efficient Workflow: Improved diary management and automation freed up time for high-value client work.
Increased Brand Visibility: A structured video marketing approach helped position Peter as an expert in mortgages and wealth management.
Scalable Growth Strategy: A clear roadmap provided a long-term plan for business expansion and increased lead generation.
Gary Waters
The Protection Academy
The Challenge:
Gary Waters, founder of The Protection Academy, was an expert in protection advice and sales, but when it came to marketing, content creation, and course promotion, he felt completely lost. He knew his knowledge could help others, but without a structured marketing approach, he struggled to reach his target audience and scale his online course. He needed guidance on video marketing, course structuring, and lead generation to take his business to the next level.
The Solution:
As a mortgage and protection business coach, I worked with Gary to create a marketing and content strategy tailored to growing The Protection Academy. We focused on:
Video Content & Branding – Helping him script, record, and market his videos to establish authority and attract the right audience.
Course Structure & Promotion – Providing guidance on how to lay out and sell his course effectively to maximise engagement and sales.
Lead Generation & Sales Strategy – Developing a system to consistently attract and convert leads into paying course members.
The Outcome:
Stronger Brand Positioning: Clear, structured content helped position Gary as a go-to expert in protection sales training.
Successful Course Growth: A well-marketed and structured course helped generate more sales and engagement.
Continuous Business Improvement: With each strategy implemented, Gary saw consistent improvements in audience growth and revenue.
Mark Finch
Mortgage Pathways
The Challenge:
Mark Finch, founder of Mortgage Pathways, a specialist new build mortgage brokerage in the Northeast, had invested thousands of pounds in social media marketing agencies but was attracting the wrong type of clients. Instead of generating qualified new build mortgage leads, his marketing efforts were bringing in customers who had already been rejected by banks, estate agents, and developers. Mark realised that his brand messaging and marketing strategy weren’t aligned with his target audience. He needed a new approach—one that positioned him as an industry expert and gave him direct control over lead generation, without relying on expensive third-party agencies.
The Solution:
As a mortgage business coach, I worked with Mark to build a personal brand-driven marketing strategy that would attract the right clients and put him in control of his business growth. We focused on:
Personal Branding & Content Strategy – Transitioning from a generic company image to a more authentic, personal brand that builds trust and authority.
Video Marketing & Language Optimisation – Helping Mark feel confident on camera, refine his messaging, and create content that connects with his ideal clients.
Lead Generation & Cost Efficiency – Moving away from costly social media agencies and developing a scalable, in-house strategy for generating quality mortgage leads.
The Outcome:
£60,000 in Additional Business: By switching to a personal brand-led content strategy, Mark generated £60,000 in mortgage business directly from his marketing efforts.
Complete Control Over Lead Generation: Mark now has the ability to turn lead generation on or off depending on business demand, rather than relying on agencies.
Eliminated Costly Marketing Agency Fees: By taking marketing in-house, he cut significant expenses while improving lead quality and business profitability.
Jon Halbert
Key Financial Associates
The Challenge:
Jon Halbert had been searching for the right approach to social media marketing to grow his mortgage and insurance business. He had invested in various courses, listened to different experts, and tried multiple strategies, but nothing truly helped him understand how to use social media effectively for lead generation.
At 52 years old, Jon found social media overwhelming—constantly second-guessing his strategy, lacking confidence on camera, and unsure how to create a framework that consistently generated leads and income. He needed clear guidance and a structured plan to make social media work for his business.
The Solution:
As a mortgage business coach, I helped Jon simplify social media marketing and build a framework that worked for his mortgage and insurance business. We focused on:
Confidence on Camera – Helping Jon become comfortable in front of the camera, so he could create engaging, trust-building content.
Structured Social Media Strategy – Developing a clear, repeatable system to generate mortgage and insurance leads without the confusion.
Long-Term Business Growth – Positioning Jon as a trusted expert in the mortgage space while ensuring his content remained effective as social media evolved.
The Outcome:
Increased Confidence on Camera: Jon now records content with ease, overcoming his initial hesitation.
Structured Social Media Strategy: A clear framework allows him to generate mortgage and insurance leads consistently.
Long-Term Investment in Growth: Rather than seeing social media as a cost, Jon now understands its role in future-proofing his business.
David Sharpstone
CIS Mortgage Advice
The Challenge:
David Sharpstone, founder of CIS Mortgage Advice, wanted to build a strong personal brand to attract more clients and increase sales. He knew that mortgages could be a dry subject, so he needed a way to make his content more engaging while staying true to his personality. In addition, David wanted to improve his confidence on camera, refine his presentation skills, and create a structured video content strategy
that positioned him as an expert in CIS mortgages. Without a clear plan, he struggled to stand out in a competitive market and needed guidance on how to make his brand memorable and engaging.
The Solution:
As a mortgage business coach, I worked with David to develop a compelling personal brand and video marketing strategy. We focused on:
Personal Brand Development – Defining David’s brand positioning as an expert and authority in the CIS mortgage market.
On-Camera Confidence & Presentation – Coaching him on speech, delivery, and video structuring to engage viewers from start to finish.
Evergreen Video Content Strategy – Planning and creating 30 evergreen videos to be drip-fed over a 3-month cycle, ensuring a consistent online presence.
The Outcome:
More Client Inquiries & Sales: Improved branding and video content led to more website and social media leads.
Stronger Personal Brand Positioning: David now stands out as a go-to expert in CIS mortgages, making his business more recognisable and trusted.
Sustainable Content Strategy: A structured video system ensures ongoing lead generation without the need for constant content creation.
FAQ
What does a mortgage broker coach do?
A mortgage broker coach helps mortgage brokers grow their businesses by offering expert guidance in areas like sales, marketing, and business processes. A coach provides actionable strategies to improve lead generation, boost client conversions, and streamline operations. Whether you’re a new broker or an experienced one, a coach helps you build a successful mortgage business by identifying growth opportunities and implementing effective processes.
Who benefits from mortgage broker coaching?
Mortgage broker coaching is beneficial for anyone in the mortgage industry, whether you're new or established. If you're looking to grow your mortgage business, increase lead generation, or improve client conversions, coaching provides the tools and strategies to achieve those goals. Coaching is particularly helpful for brokers who feel stuck, want to scale their operations, or need help with mortgage marketing and sales techniques.
How can coaching help me grow my mortgage business?
Mortgage broker coaching helps you grow your mortgage business by teaching you proven strategies for lead generation, client conversions, and building a personal brand. A coach helps you refine your sales techniques, create more efficient business processes, and establish a solid mortgage marketing strategy. With the right coaching, you can increase your client base and revenue while working smarter, not harder.
Why should I choose a mortgage broker coach instead of figuring it out on my own?
While figuring it out on your own may work, a mortgage broker coach provides a faster, more efficient path to success. A coach offers specialized knowledge, saves you time, and helps you avoid costly mistakes. With expert guidance, you can improve your mortgage marketing, streamline your business operations, and generate more leads, which accelerates your growth and boosts your success.
What makes a successful mortgage broker coach?
A successful mortgage broker coach combines industry expertise with a proven track record of helping brokers grow their businesses. I bring years of experience in the mortgage industry, both as a broker and a coach, which allows me to provide tailored strategies that deliver results. My focus on mortgage marketing, lead generation, and sales techniques helps brokers improve client retention and grow their revenue.
How does mortgage broker coaching work?
Mortgage broker coaching begins with an evaluation of your business, followed by a personalised plan to address your specific needs. Sessions may focus on improving mortgage marketing strategies, enhancing sales techniques, or streamlining business processes. Through one-on-one coaching, you'll gain actionable insights and ongoing support to grow your mortgage business, increase client conversions, and optimise your operations for long-term success.
What results can I expect from mortgage broker coaching?
Mortgage broker coaching can help you see significant improvements in lead generation, client conversions, and revenue growth. Clients often experience enhanced personal branding, more efficient business processes, and better sales techniques. Whether you’re looking to scale your mortgage business or improve your marketing efforts, coaching delivers tangible, measurable results over time.
How much does mortgage broker coaching cost?
The cost of mortgage broker coaching varies depending on the level of support you need. I offer flexible packages, ranging from one-time strategy sessions to ongoing coaching programs designed to grow your mortgage business. While the cost will depend on your specific needs, investing in a coach can deliver high ROI by improving lead generation, client retention, and overall business performance.
How long does it take to see results from mortgage broker coaching?
You can start seeing initial results from mortgage broker coaching within the first few months, particularly in areas like client conversions. However, long-term growth—such as increasing revenue or optimising your mortgage marketing strategy—typically takes 6 to 12 months. The more you implement the strategies discussed in coaching, the faster and more substantial your results will be.
Is mortgage broker coaching suitable for me if I’m new to the industry?
Yes, mortgage broker coaching is ideal for those new to the industry. As a new broker, coaching helps you avoid common mistakes and fast-tracks your success by giving you a clear strategy for mortgage marketing, lead generation, and client management. With personalised coaching, you can build a solid foundation for a successful mortgage business right from the start.
Can you help me with social media marketing as a mortgage broker?
Yes, social media marketing is a crucial part of growing a mortgage business. I specialise in helping mortgage brokers leverage platforms like LinkedIn, Facebook, and Instagram to generate leads, build their personal brand, and engage with potential clients. Effective social media marketing strategies can significantly increase your visibility and attract high-quality leads for your mortgage business.
How can coaching improve my sales techniques as a mortgage broker?
Coaching improves your mortgage sales techniques by teaching you how to build rapport with clients, overcome objections, and close deals more effectively. You'll learn how to refine your sales pitch, handle complex client situations, and convert more leads into long-term clients. With the right sales techniques, you can grow your mortgage business and increase your conversion rates.
What’s the difference between a mortgage broker coach and a general business coach?
A mortgage broker coach has specialised expertise in the mortgage industry, offering tailored strategies for mortgage marketing, sales, and business growth. While a general business coach may provide broad advice, a mortgage broker coach understands the specific challenges and opportunities of the mortgage industry. This expertise ensures that the strategies you learn are directly applicable to growing your mortgage business.
Do I need to sign a long-term contract for coaching?
No, you don’t need to sign a long-term contract. I offer flexible coaching options for mortgage brokers, including one-time sessions or ongoing support. Whether you’re looking for a quick boost to your mortgage marketing strategy or long-term guidance to grow your business, there’s a coaching package that fits your needs without the pressure of a long-term commitment.
How do I know if I need a mortgage broker coach?
If you're struggling with lead generation, client conversions, or scaling your mortgage business, a mortgage broker coach can provide the direction and support you need. You may also need coaching if you feel stuck, are unsure how to improve your mortgage marketing, or want to take your business to the next level. A coach helps you identify opportunities for growth and implement strategies that deliver results.
Can you provide examples of success stories from other mortgage brokers you've coached?
Yes! Many mortgage brokers I’ve coached have seen incredible results, from doubling their lead generation to significantly increasing their revenue. I’ll be happy to share case studies and testimonials that highlight how coaching has transformed their mortgage marketing strategies, improved client conversions, and helped them grow their mortgage businesses. you can see these above on this page.
Will coaching help me if I already have a successful mortgage business?
Absolutely. Even if you already have a successful mortgage business, coaching can help you scale further by optimising your mortgage marketing, improving sales techniques, or streamlining your operations. Whether you want to build a larger team, expand your client base, or refine your personal brand, coaching offers tailored strategies to help you achieve even greater success.
How do I get started with mortgage broker coaching?
Getting started with mortgage broker coaching is easy. Simply schedule a free consultation to discuss your goals and challenges. From there, we’ll create a personalised coaching plan that addresses your needs, whether you want to improve your mortgage marketing, increase lead generation, or streamline your business processes. Let’s work together to grow your mortgage business and achieve long-term success!