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Mortgage broker leads for energy brokers

Build your own list of mortgage brokers, fill in missing emails and offer your business energy contracts and procurement advice to them in small, personal batches.

  • Public sources for mortgage brokers
  • Fields that fit the industry
  • No credits, no rented data
Database in Riftjaw with active contacts, segment, lead file and source

Selling business energy contracts and procurement advice to mortgage brokers

Mortgage brokers are often sole traders or small firms, sometimes working under a larger network. They rely on a steady flow of referrals and leads, and they look for partners who send them clients or save time on compliance and paperwork.

Energy brokers find business customers through calls, referrals and partners who pass on leads. A lead database of your own lets you record contract end dates and approach each company when a switch is actually possible.

The mortgage brokers that need business energy contracts and procurement advice are listed publicly. What most energy brokers lack is a list they own, with the right fields, that shows who was already contacted.

What energy brokers run into with mortgage brokers

Lead lists bought from third parties are shared with many other brokers.

Build your own list from public sources and keep it private on your own server.

You lose track of when each contract ends.

Add a date field for contract end and filter on it to see who is due soon.

Broker lists include many advisers under the same network.

Record the network in a field and save a filter on it, so you can approach the network and the brokers differently.

Brokers ask for proof of where their details came from.

Source and date are stored on every record, and opt-outs go to a register that is always respected.

A week of prospecting in Riftjaw

Monday: collect

Export a batch of mortgage brokers from public listings and import it. Duplicates are skipped.

Paste and collect in Riftjaw: a pasted web page turned into a table of companies
Paste and collect in Riftjaw: a pasted listing page turned into columns of companies.

Tuesday: fill in

Derive missing emails with info@, enquiries@, hello@ and advice@ and tag the records that look like a fit.

Contacts list in Riftjaw with company, phone, email, segment, campaigns and tags
Contacts in Riftjaw, one row per company with phone, email, segment and campaigns.

Wednesday: reach

Send one mail about your business energy contracts and procurement advice to the new segment, in small batches.

Segments in Riftjaw, each with its own name and number of contacts
Segments such as property managers in London or roofers in the North, each ready to use in a campaign.

Friday: follow up

Opens and clicks show up on each record. Set the ones who answered to Replied or Customer, so the follow-ups of the campaign skip them.

Campaign results in Riftjaw with sent, opened and clicked per contact
After a campaign, every contact shows whether the mail was delivered, opened and clicked.

Angles that work with mortgage brokers

Write one mail with placeholders and let the details change per record. These openings tend to work with mortgage brokers.

  • Lead with more qualified clients or referrals, which every broker wants.
  • Mention compliance, because brokers weigh any new tool against their regulatory duties.
  • Keep claims careful and factual, since brokers are wary of anything that sounds like hype.
Campaign editor in Riftjaw: pick a segment, write the mail and set the button
The campaign editor in Riftjaw: pick a segment, write the mail and check the preview.

Fields worth recording for mortgage brokers

Add these as fields in your lead file. Any column in your import can become a field.

FieldWhy it helps
Company nameThe key field. Duplicates are checked on it or on the website.
WebsiteNeeded to derive an email when the export has none.
NetworkWhether they are directly authorised or part of a network changes who decides.
SpecialismFirst time buyers, buy to let or commercial each need a different message.
AdvisersThe number of advisers shows the size of the firm.
Referral partnersExisting partners show how they get their clients today.
Register numberA reference to their public registration, useful for checking.

Questions people ask

Rules differ per country and depend on whether the address belongs to a business or a person. Riftjaw stores source and date per record and skips unsubscribed contacts, but check the rules for your country. This is general information, not legal advice.

Yes. Add a text field for the network and fill it on import or by hand. Then save a filter per network.

If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as info@, enquiries@, hello@ and advice@, and Riftjaw derives addresses from each domain. Derived addresses are good guesses, not verified, so start with small batches.

Yes. The Free plan runs the whole pipeline on one list with small campaigns, and you do not need a credit card. Move to Pro when you want more lists, segments and bigger campaigns.

Build a database you own

Create your account, import your first list and see it turn into records you can work.

No credit card · cancel any time · your data stays yours