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Building a Client Bank From Scratch: The Strategies That Actually Work

55 minutesMasterclass with a high-performing Partner Adviser

About This Webinar

One guest. One focused topic. A practical, no-fluff masterclass on how to build a sustainable self-employed mortgage business from day one. The guest shares exactly how they built their client bank — the referral partnerships with estate agents, how they used social media without it feeling like a full-time job, the employer partnership model and how it generated leads they would never have found alone, and how they structured their week in the early months to balance prospecting with advising.

Who Should Watch

Advisers already leaning toward self-employment

Register to Watch

Fill in your details below and you'll get instant access to the pre-recorded webinar.

Start Your Journey

Calling all Mortgage Brokers

Two paths, one destination. Do either of these sound like you?

Running the Business, But Drowning in the Admin?

You're a one-man band doing it all — clients, compliance, case management, marketing. You're too busy working in the business to grow it. Full back-office support, a dedicated business coach, and a CRM built for brokers means you focus on clients and earning, not paperwork.

Earning £50k? You Could Be Earning £150k.

You're an employed mortgage adviser, good at what you do, building someone else's business. The ceiling on your income isn't your ability — it's your split. Up to 85% commission retention, 90+ lenders, and full support means the same cases, the same skills, double or triple the take-home.

The Mortgage Experts

Expert mortgage advice, tailored to you.

The Legal Bits

The Mortgage Experts is a trading name of Mortgage Experts Limited which is an appointed representative of Mortgage Advice Bureau Limited and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority. Mortgage Experts Limited. Registered Office: 3 Regent Street, Rugby, CV21 2PE. Registered in England & Wales number: 09354217.

Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances.

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