Services
Booking software for Mortgage brokers
The first appointment is useless without the paperwork, a mortgage case runs over three to five meetings, and enquiries arrive in the evening after online calculators.
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The challenges facing mortgage brokers
The first appointment is useless without the paperwork
Payslips, tax calculations, bank statements. Without them the meeting is a list of things to send, and it all starts again a fortnight later.
A case runs over three to five meetings
Fact-find, packaging, lender decision, completion. It is not a series of isolated appointments, it is a path with waiting between each step.
Enquiries arrive in the evening
Someone runs a calculator at 10pm and wants to talk about it. If they hit a call-back form, they will run the same calculator elsewhere tomorrow.
The client is at work, like you
The slots that suit them are lunchtime and evening, and they do not want to take a half day. Video solves half the problem.
A case forgotten for three weeks is a case lost
Between a lender's decision and chasing the client there are waits that nothing flags. The next appointment booked in advance holds the thread.
How Kagenda helps
The problem
The first appointment is useless without the paperwork
With Kagenda
Confirmed, moved or cancelled — both you and the client are told.
Email notifications
The problem
A case runs over three to five meetings
With Kagenda
Book a whole course of sessions at once, one after another.
Recurring appointments
The problem
Enquiries arrive in the evening
With Kagenda
Clients book from your page, even while you are with someone else or closed.
24/7 online booking
The problem
The client is at work, like you
With Kagenda
Each service gets its own slots: some in the morning, others late in the day.
Hours per service
The problem
A case forgotten for three weeks is a case lost
With Kagenda
Ask your questions at booking time: reason, history, expectations.
Custom fields
The features that matter to you
24/7 online booking
Clients book from your page, even while you are with someone else or closed.
One central calendar
Every session in one place, by day, week or month.
Custom fields
Ask your questions at booking time: reason, history, expectations.
Email notifications
Confirmed, moved or cancelled — both you and the client are told.
Recurring appointments
Book a whole course of sessions at once, one after another.
Client records
History, preferences and follow-up notes gathered on one record per client.
Hours per service
Each service gets its own slots: some in the morning, others late in the day.
Automatic reminders
Texts and emails go out before every appointment, with nothing to remember.
Practical guide: Mortgage brokers
- The document list in the confirmation message, from the moment the appointment is made. It is the gesture that changes the first meeting.
- A "purpose, amount, deposit, employment status" field: you know before the meeting whether the case is fundable.
- The case stages booked ahead on recurrence, with the real waits between each.
- Two services, "by video" and "at the office", with lunchtime and evening slots on the first.
- The page open at night. That is when people who have just run a calculator arrive.
- A reminder the night before with, again, the document list. It has never been read one time too many.
Frequently asked questions
How much does a mortgage broker cost in the UK?
Anywhere from nothing to around £999, depending on the model: some brokers are paid only by lender procuration fee, others charge a client fee on top, commonly £300 to £600 or a percentage of the loan. Whatever the model, the fee and any commission must be disclosed in writing before you proceed. Set your own prices.
What do you need to advise on mortgages in the UK?
Authorisation by the Financial Conduct Authority, or appointed representative status under an authorised principal. Advising on or arranging regulated mortgage contracts without permission is a criminal offence under section 19 of the Financial Services and Markets Act 2000. Advisers must hold a relevant qualification — CeMAP or equivalent — and firms follow the MCOB rulebook, which governs disclosure, affordability assessment, suitability and the illustration given to the client. The Consumer Duty requires evidence that you acted to deliver good outcomes. Buy-to-let is partly outside the regulated perimeter, and second-charge and equity release each carry their own permissions and qualifications.
Can the document list go out automatically?
Yes, in the confirmation and again in the reminder.
Can I qualify the case before the meeting?
Yes, with required custom fields.
Can I offer lunchtime video slots?
Yes, as a separate service with its own hours.
How do I track the stages of a case?
By booking them in advance, with the real waits between each.
Ready to simplify your bookings?
Create your account in minutes and let your clients book online starting today.
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