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Mortgage broker leads for sales teams

Build your own list of mortgage brokers, fill in missing emails and offer your products and services to other businesses to them in small, personal batches.

  • Public sources for mortgage brokers
  • Fields that fit the industry
  • No credits, no rented data
Contacts list in Riftjaw with company, phone, email, segment, campaigns and tags

Selling products and services to other businesses 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.

Sales teams often work from rented contact data, personal spreadsheets and a CRM that nobody fills in properly. A shared lead database gives everyone the same list, the same statuses and one place to see what happened with each company.

The mortgage brokers that need products and services to other businesses are listed publicly. What most sales teams lack is a list they own, with the right fields, that shows who was already contacted.

What sales teams run into with mortgage brokers

Each rep keeps a private list, so two people call the same company.

Work in one shared database with unlimited users on an account and see the status of every company before you reach out.

Per seat and per credit pricing makes it expensive to add people.

Riftjaw charges no credits and no per record fees, and every user on the account is included.

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.

Database in Riftjaw with active contacts, segment, lead file and source
Everything you imported in one database, with the lead file, source and date on every contact.

Wednesday: reach

Send one mail about your products and services to other businesses to the new segment, in small batches.

Segments in Riftjaw, each with its own name and number of contacts
Segments in Riftjaw, each with its own name and number of contacts.

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.

How to open a mail to mortgage brokers

Pick one angle per campaign and write it once, with placeholders like {company|your team} for the details.

  • 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
A new campaign in Riftjaw, with segment, status and tag filters, a test send and a preview.

Fields worth recording for mortgage brokers

Any column in your import can become a field. These are the ones worth keeping for mortgage brokers.

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