Lead Generation
Connect a mortgage enquiry with the adviser or lender responsible for the next conversation. Keep the marketing message and initial data collection within an approved process.
A mortgage enquiry is not an approval or a completed loan. We plan campaigns around an agreed audience, reviewed claims and a clear handoff. Eligibility decisions, product advice and regulated disclosures remain with the qualified and authorised people responsible for them.
Use reviewed product and service information.
Collect appropriate contact and broad intent.
Send the request to the responsible team.
Let the adviser follow the approved process.
Explain who will respond and what the initial conversation covers. The lender or authorised adviser handles product advice, eligibility and approval; marketing should not imply that submitting a form settles those questions.
Agree the contact permission, qualification questions and secure destination for the enquiry. Sensitive financial documents belong in the provider’s approved process rather than a general marketing form.
Confirm markets, services, permitted claims and the people responsible for policy and regulatory review.
Check the page, form, permissions and adviser handoff before traffic is sent to the campaign.
Use the team's feedback on relevance and response. Revise the campaign within the approved boundaries.
Work from product information and messaging approved by the responsible team. Avoid guaranteed approval, unsupported rates or an implication that advertising establishes eligibility.
Define the minimum information needed to arrange contact. Sensitive identity, financial and application details should use the lender's approved secure process.
Agree who receives each enquiry, when the team responds and how consent or contact preferences are passed on.
Separate enquiries, contacted prospects and qualified conversations. Use aggregate feedback where possible, with access limited to the information the marketing work requires.
No. Marketing services do not include credit decisions, mortgage advice or application approval. Those responsibilities remain with the appropriate provider.
The initial enquiry should follow your approved data process. Sensitive application information needs the secure systems and controls your organisation requires.
No. Qualification depends on the provider's criteria and assessment. The campaign can use an agreed enquiry definition and review the resulting conversations.
Platform guidance relevant to this service.
Google describes targeting restrictions for credit-related advertising in specified markets.
ExploreShare your market, approved services and the team responsible for reviewing messages and receiving enquiries.
