Mortgage adviser homepage
Services, how you work, and a clear route to book a call.
New: The Adviser Templates Complete Growth Toolkit
Install The Complete Growth System Built Specifically For UK Mortgage & Protection Advisers
Six ready-to-use automation systems plus website and funnel templates to help you follow up faster, reconnect with past clients, and ask for reviews and referrals consistently. One payment. Yours to keep.
Six systems inside
Adviser TemplatesAI Voice ReceptionistSystem 1
Adviser TemplatesAI Website ChatbotSystem 2
Adviser TemplatesBack Book ReactivatorSystem 3
Adviser TemplatesReview AcceleratorSystem 4
Adviser TemplatesReferral Growth SystemSystem 5
Adviser TemplatesClient Lifetime ValueSystem 6
The opportunity
You're Sitting On More Opportunities Than You Think
Every completed case is a relationship. A client who might need a remortgage in a few years, a protection review when life changes, or who could introduce a friend who's buying their first home.
But when you're busy writing new business, those relationships go quiet.
Follow-up depends on whoever remembers. Review requests get forgotten at completion. Referrals turn up by chance. And every new web page or landing page starts from a blank screen.
None of that is because you're doing a bad job. It's because there's no system doing it for you.
Does any of this sound familiar?
- Past clients rarely hear from you until they've already decided
- Enquiries that come in after hours wait until you're back
- You mean to ask for reviews but it slips at completion
- Referrals happen, but not through any real process
- You keep rewriting the same follow-up messages by hand
- Building a landing page or booking funnel takes days
There's a simpler way to put this right.
Introducing
The Complete Growth Toolkit Is Your Shortcut
Instead of piecing together workflows, writing campaigns and designing pages yourself, you get the whole system ready to customise.
- No blank page. Email and SMS campaigns are already written for mortgage and protection clients. You edit them to your voice.
- No guessing the timing. Every campaign comes with a schedule, so you know what goes out and when.
- No hiring a developer. Website and funnel templates give you the core pages adviser businesses use most.
- No lost replies. Trackers for responses, reviews and referrals keep everything in one place.
- Works with your CRM. Use GoHighLevel or the CRM you already have. No CRM? We can provide one.
- You stay in control. Every workflow ends with you reviewing and deciding the next step.
How the six systems work together
- EnquiryVoice receptionist & chatbot respond
- BookedDetails captured, call arranged
- ReviewReview request at completion
- ReferralSatisfied clients asked to introduce
- Stay in touchAnnual & protection reviews
- ReactivateBack book campaigns
Why advisers trust it
Built For Advisers. Controlled By You.
Made for UK mortgage & protection
Every campaign, script and page is written for adviser businesses, not generic sales funnels.
Runs in your own CRM
Your clients and data stay in GoHighLevel or the CRM you already use.
Adviser sign-off built in
Every workflow ends with you reviewing replies and deciding the next step.
One payment, no lock-in
£197 once for the toolkit. Edit and reuse everything for your business.
Here's Everything You're Getting For Only £197 Today
Six automation systems, the campaigns that run inside them, the website templates, and the guides to set it all up.
Adviser TemplatesAI Voice ReceptionistSystem 1
AI Voice ReceptionistCall-handling prompts & routing
Adviser TemplatesAI Website ChatbotSystem 2
AI Website ChatbotFAQ content & enquiry capture
Adviser TemplatesBack Book ReactivatorSystem 3
Back Book ReactivatorReactivation campaigns & tracker
Adviser TemplatesReview AcceleratorSystem 4
Review AcceleratorReview requests & follow-ups
Adviser TemplatesReferral Growth SystemSystem 5
Referral Growth SystemReferral campaigns & tracker
Adviser TemplatesClient Lifetime ValueSystem 6
Client Lifetime Value SystemReview & remortgage reminders
Adviser TemplatesWebsite & Funnel TemplatesIncluded
Website & Funnel Templates6 adviser page templates
Adviser TemplatesImplementation GuidesIncluded
Implementation ResourcesSetup guides, schedules & trackers
What you'll need: a CRM
CRM options
Run the toolkit in GoHighLevel or the CRM you already use. No CRM yet? Add ours for £49 a month.
Get Everything for £197One-time payment
VISAMASTERCARD
System 1
What Problem Does The AI Voice Receptionist Solve?
The problemYou can't always pick up. When you're with a client, on another call or out of the office, new enquiries can go to voicemail, and some callers won't leave a message.
The fixA voice agent set up for adviser enquiries that answers your calls, handles common questions, takes the caller's details and books appointments straight into your calendar.
What's included
- Voice-agent configuration assets
- Adviser-specific call-handling prompts
- Frequently asked questions for mortgage & protection
- Lead qualification & routing workflows
- Appointment booking into your calendar
Example call flowIllustrative
Incoming callNew enquiry to your business number
Voice AIAnswers general questions"Do you charge a fee?" "Do you cover protection?"
FAQCaptures detailsName, contact, what they need help with
QualifyCallbackAdviser calls back
BookInto your calendar
TransferUrgent queries
System 2
What Problem Does The AI Website Chatbot Solve?
The problemVisitors land on your website with a quick question, can't find the answer, and leave without getting in touch.
The fixA website chatbot loaded with mortgage and protection FAQs that answers general questions and captures the visitor's details for you to follow up.
What's included
- Chatbot configuration
- Mortgage & protection FAQ content
- Lead qualification questions
- Enquiry capture workflows
Example conversationIllustrative
Your Brokerage Assistant
Hi! I can answer general questions about mortgages and protection. What can I help with?
Buying my first homeRemortgagingProtection
My fixed rate ends next spring
Thanks. An adviser can review your options before then. Could I take your name and best contact number?
Sure, it's Sam
System 3 · Flagship
What Problem Does The Back Book Reactivator Solve?
Start with the clients you already have.
Your past clients already know and trust you. But most adviser databases sit untouched for years, while those clients' circumstances change: fixed rates end, families grow, cover needs updating.
The Back Book Reactivator gives you a ready-made, step-by-step campaign to reconnect with them, a schedule to follow, and a tracker for every reply.
What's included
- Email reactivation sequences
- SMS message templates
- Annual review invitation campaigns
- No-response follow-up sequences
- Client tracking spreadsheet
- Campaign schedule & implementation workflow
You decide which clients to contact and which messages are appropriate, and you handle every reply. Contact clients only where you have a lawful basis and any consent required.
BeforePast clients sitting untouched in your CRM
AfterA structured campaign with tracked replies
Example campaign scheduleIllustrative
SETUP
DAY 0
DAY 3
DAY 7
DAY 14
YOU
System 4
What Problem Does The Review Accelerator Solve?
The problemCompletion day is busy. The review request gets forgotten, and by the time you remember, the moment has passed.
The fixA set review-request process that goes out at the right time, with a polite follow-up and a tracker so you can see who's been asked.
What's included
- Review-request messages
- Follow-up sequences
- Workflow templates
- Review tracking resources
Review request flowIllustrative
Case completesTrigger the review workflow
TriggerThank-you & review requestWith your review link
EmailGentle reminderOnly if no review yet
SMSLogged in trackerSee who's been asked and who replied
TrackSystem 5
What Problem Does The Referral Growth System Solve?
The problemHappy clients would recommend you, but nobody asks them at the right time or in the right way. Referrals stay random.
The fixA repeatable referral process with ready-written requests, follow-ups and a tracker, so asking becomes a habit rather than an afterthought.
What's included
- Referral-request templates
- Follow-up messages
- Campaign workflows
- Referral tracking resources
The referral flywheelIllustrative
Referral
Flywheel
Flywheel
Happy clientCase completed well
Timely askReferral request template
Thank youAcknowledge every introduction
IntroductionFriend or family gets in touch
System 6
What Problem Does The Client Lifetime Value System Solve?
The problemAfter completion, contact drops off. Clients come back to you only if they remember, and some don't.
The fixPlanned touchpoints at the moments that matter, such as annual reviews, protection reviews and the run-up to a product ending.
What's included
- Annual review campaigns
- Remortgage reminder templates
- Protection review communications
- Renewal follow-up workflows
- Client nurture campaigns
Example client timelineIllustrative
COMPLETION
Welcome & thank youPlus review request
6 MONTHS
Friendly check-inNurture email
YEARLY
Annual review invitationMortgage & protection
LIFE EVENT
Protection reviewNew baby, move, new job
BEFORE EXPIRY
Remortgage reminderAhead of the product end date
You're also getting
Stop Starting Every Website From Scratch
Six page templates for the pages adviser businesses use most, supplied as GoHighLevel funnels and Elementor pages. Add your branding and wording, then publish.
Protection adviser landing page
Life, income and critical illness cover explained, with an enquiry form.
Lead-generation landing page
A focused single-offer page for ad and social traffic.
Appointment-booking funnel
A short pre-qualification step, then a calendar booking page.
Enquiry capture form
Asks what you need before the first call, without overwhelming people.
Thank-you page
Confirms the enquiry and sets clear expectations for next steps.
Your options
Three Ways To Build Your Growth System
You can build it yourself, pay an agency, or start from a ready-made toolkit.
| Build it yourself | Hire an agency | Complete Growth Toolkit | |
|---|---|---|---|
| Starting point | A blank page | Discovery calls and briefs | Ready-made systems and templates |
| Written for advisers | Only if you write it | Depends on the agency | Yes, mortgage & protection specific |
| How you pay | Your time | Project fees or monthly retainer | £197 one-time |
| Who controls it | You | Often the agency | You, in your own CRM |
| Website templates | Design from scratch | Usually extra | Six included (GHL & Elementor) |
| Setup | All on you | Done for you, at a price | Our team helps you set it up |
Is This Right For You?
This is for you if you're…
- An independent mortgage adviser
- A mortgage & protection broker
- A small brokerage firm
- Wanting reusable marketing resources
- Wanting more consistent client follow-up
- Using GoHighLevel or another CRM, or ready to start
This is NOT for you if you…
- Want a fully managed, done-for-you service
- Expect guaranteed leads or new clients
- Plan to resell or share it with other firms
- Won't review messages before sending them
Compliance & trust
Built For Regulated Businesses. Signed Off By You.
Every message and page passes through your own review before it reaches a client. The toolkit supports your compliance process. It doesn't replace it.
How the toolkit supports you
- Adviser sign-off in every workflowNothing is designed to make recommendations on your behalf.
- AI kept to enquiries and FAQsThe voice agent and chatbot don't give regulated advice.
- Fully editable wordingAdd your firm's approved language, disclosures and risk warnings.
- Trackers for an audit trailRecord who was contacted, when, and what happened next.
What you remain responsible for
- Financial promotionsApproving marketing as clear, fair and not misleading, with your principal firm or network.
- Consumer DutyMaking sure communications support good outcomes for the clients you send them to.
- Consent & data protectionA lawful basis and valid consent for email and SMS under UK GDPR and PECR, with an opt-out.
- Advice & suitabilityAll advice, recommendations and handling of client responses.
Before you publish a website templateYour checklist
- FCA status disclosureFirm name, FCA firm reference number and authorised status, or your principal firm's.
- Mortgage risk warningWhere required, e.g. "Your home may be repossessed if you do not keep up repayments on your mortgage."
- Fee disclosureHow you're paid, including any broker fee and when it's charged.
- Complaints procedureHow clients complain to your firm and their right to refer to the Financial Ombudsman Service.
- Privacy notice & cookiesFor enquiry forms, chat and calls, plus cookie consent where needed.
- Compliance sign-offApproval from your compliance function or network before going live.
Adviser Templates is not authorised or regulated by the Financial Conduct Authority. It does not approve financial promotions, and buying the toolkit does not make your marketing FCA compliant.
A Huge Amount Of Actionable Resources. One Simple Price.
Here's everything you get when you order today.
The Complete Growth Toolkit
- AI Voice ReceptionistCall-handling prompts, FAQs, qualification & routing
- AI Website ChatbotConfiguration, FAQ content & enquiry capture
- Back Book ReactivatorEmail & SMS campaigns, schedule & tracker
- Review AcceleratorRequests, follow-ups & tracking
- Referral Growth SystemTemplates, workflows & tracking
- Client Lifetime Value SystemAnnual review, remortgage & protection review campaigns
- 6 Website & Funnel TemplatesGHL funnels & Elementor pages: homepage, landing pages, booking funnel, form, thank-you
- Implementation ResourcesSetup guides, schedules & trackers
- Setup SupportOur team contacts you after purchase to help get it set up
£297£197one-time
Launch price. Standard price will be £297.
Get the Complete ToolkitOne payment of £197
VISAMASTERCARD
Requires GoHighLevel or your existing CRM. No monthly fee from us unless you choose our optional CRM.
Your snapshot is emailed to you after payment, and our support team contacts you to help set it up.
Digital product: no refunds once purchased. If anything is missing, email support and we'll put it right. See our refund policy.
What happens after you order
Step 1Pay securelyOne-time payment of £197 at checkout.
Step 2Get your snapshot by emailYour toolkit snapshot arrives in your inbox after payment.
Step 3We help you set it upOur support team contacts you to get it running in your CRM.
Optional add-on · Only if you need it
Don't have a CRM? Use ours.
If you don't already use GoHighLevel or another CRM, you can add our CRM for £49 a month and run the toolkit in it. If you already have a CRM, you don't need this.
- Contacts & pipeline
- Email & SMS campaigns
- Calendars & booking
- Automation workflows
- Ongoing support included
Includes the CRM and ongoing support. To cancel, email support@advisertemplates.co.uk.
Frequently Asked Questions
Who is the toolkit designed for?
UK mortgage advisers, brokers, protection advisers and small brokerage firms who want a more consistent process for follow-up, reviews, referrals and client contact.
What exactly is included?
Six automation systems, email and SMS campaign templates, six website and funnel templates (GoHighLevel funnels and Elementor pages), setup guides, schedules and trackers, plus setup help from our support team. See the full list.
Is this a one-time payment?
Yes. The toolkit is £197 once, with no monthly fee to use what's included. You run it in your own CRM. The only monthly option is our CRM at £49 a month, and that's only for advisers who don't already have one.
Do I need GoHighLevel?
You need a CRM to run the toolkit. That can be GoHighLevel or the CRM you already use. If you don't have one, you can add our CRM for £49 a month.
I don't have a CRM. What should I do?
Add our optional CRM for £49 a month. It includes the CRM and ongoing support, and is billed separately from the one-time £197 toolkit. To cancel, email support@advisertemplates.co.uk. See CRM options.
Are there any other costs?
The toolkit is a one-time £197. To run it you need a CRM: your own, or ours at £49 a month. Your CRM provider may bill separately for usage such as SMS and calls.
How are the files and assets delivered?
After payment you'll receive an email with your toolkit snapshot. Our support team will then contact you to help get it set up in your CRM.
How much technical knowledge do I need?
Very little. Our support team contacts you after purchase to help get everything set up. After that, if you can edit a web page and work in a CRM, you can manage the campaigns yourself.
Can I customise the templates?
Yes. Every template is meant to be edited with your branding, wording and contact details before use.
Do the templates include FCA risk warnings and disclosures?
You can add your firm's FCA status, risk warnings and fee disclosure to every template. The exact wording depends on your firm and network, so you add and approve it. See the pre-publish checklist.
Can I use the campaigns with any past client?
Only where you have a lawful basis and any consent required under UK GDPR and PECR, and the message is appropriate for that client. Each message should include an easy way to opt out.
Can I use the assets for my own brokerage?
Yes. Your licence covers your own business, and you can customise everything for it. See the licence terms.
Can I redistribute or resell the assets?
No. The toolkit is licensed for your own business only. You can't resell, share or give it to other firms or individuals.
Does the toolkit guarantee leads or sales?
No. It gives you resources and processes. Results depend on your client base, how you use the systems, and your market.
Does it make my marketing FCA compliant?
No. You and your firm remain responsible for reviewing and approving every communication, including financial promotions, consent and data protection.
What support is included?
Email support@advisertemplates.co.uk and you can expect a reply within 12–24 hours. Our team also contacts you after purchase to help with setup.
What is the refund policy?
Because the toolkit is a digital product delivered by email, we don't offer refunds once it's purchased. If anything is missing or not working, email support@advisertemplates.co.uk and we'll put it right. See the full refund policy.
How do I make a complaint?
Email support@advisertemplates.co.uk with your order details and "Complaint" in the subject line. We'll reply within 12–24 hours. See our complaints procedure. As Adviser Templates sells marketing resources and isn't FCA-regulated, complaints about the toolkit are handled by us directly rather than the Financial Ombudsman Service.
Build A More Consistent Growth Process For Your Adviser Business
Bring your follow-up campaigns, automation resources, and website and funnel templates together in one practical toolkit.
P.S. If you only use one system, start with the Back Book Reactivator. Your past clients already know you, and a structured, well-timed campaign is one of the simplest ways to reconnect with them.
P.P.S. The toolkit is a one-time £197 purchase that runs in GoHighLevel or the CRM you already use. If you don't have a CRM, you can add ours for £49 a month.
— The Adviser Templates Team