Callback Software for Mortgage Brokers
— Connect Applicants in 28 Seconds
73% of mortgage leads choose the first broker to respond. LimeCall's 28-second callback connects your advisers with applicants at peak intent — FCA-compliant, 24/7, before competitors even read the enquiry.
★ FCA-Compliant Call Recording · Trusted by mortgage brokers in 40+ countries · No setup fee
- 73%
- Of mortgage leads go to the first broker to respond
- 28s
- LimeCall callback vs hours for most brokerages
- £340
- Average broker fee per completed placement
- 5×
- Faster lead conversion vs email-only follow-up
⚠️ Mortgage Leads Go Cold in Minutes — Not Hours
A first-time buyer submitted a mortgage enquiry on your website at 7:32pm on a Thursday. By 7:35pm, they had submitted the same enquiry to two comparison sites. By Friday morning, two other brokers had already called and booked appointments. Your email response at 9:15am arrived third. Mortgage applicants don't wait — they are comparing simultaneously, and the first adviser to call earns the application. LimeCall eliminates that gap.
How LimeCall Works for Mortgage Brokers
Applicant Visits Your Mortgage Enquiry Page
LimeCall widget appears on key pages — residential mortgages, remortgages, buy-to-let, equity release — capturing enquiries at peak intent from applicants actively researching.
Applicant Requests Instant Callback
Enters their number and mortgage type. LimeCall routes to the right specialist adviser — residential, BTL, or commercial — based on the enquiry type and adviser availability.
Connected to Adviser in 28 Seconds
Adviser speaks with the applicant while they are still on your website, active and engaged — books the appointment, collects initial details, and moves the application forward on the call.
Built for Mortgage Brokers & Advisers
Mortgage Enquiry Instant Callback
When an applicant submits a mortgage enquiry on your website, LimeCall connects them to the right adviser in 28 seconds — while their intent is at its peak and before they request a callback from another broker.
FCA-Compliant Call Recording
All calls automatically recorded and stored to FCA standards. Configurable retention periods, encrypted storage, and full audit trail for regulatory compliance and consumer duty requirements.
CRM Sync — Salesforce, HubSpot & Broker Brain
Every callback automatically logged in Salesforce, HubSpot, Broker Brain, or your CRM of choice — applicant name, number, mortgage type, loan amount, and call outcome without manual data entry.
After-Hours Lead Capture
Mortgage applicants research at evenings and weekends. LimeCall queues after-hours enquiries and delivers a prioritised callback list first thing Monday morning — no lead falls through the gap.
WhatsApp Document Sharing
After the initial call, automatically trigger a WhatsApp message so applicants can securely share payslips, bank statements, IDs, and supporting documents without friction or email delays.
Compliance Audit Trails
Every interaction logged with timestamps, call recordings, and adviser notes. Full audit trail satisfies FCA Consumer Duty requirements and provides evidence of compliant advice delivery.
Mortgage Broker Use Cases
First-Time Buyer Enquiries
Website visitor on FTB page → right adviser in 28s → affordability discussion and DIP started on the call while applicant is still engaged.
Remortgage Renewals
Existing client portal → callback trigger at renewal date → adviser retains client before they shop around on comparison sites.
Buy-to-Let Applications
BTL enquiry page → portfolio specialist connected → rental yield calculation and product recommendation on the call.
Protection & Insurance Cross-Sell
Post-mortgage completion → automated callback opportunity → life cover, critical illness, and income protection discussed and placed.
"We went from booking 23% of website enquiries to 58% in three months. LimeCall connects our advisers to applicants before they've even closed our tab. The FCA-compliant recording meant our compliance officer approved the rollout immediately. We've generated an additional £1.2M in fee revenue this year."
LimeCall vs. Other Mortgage Enquiry Contact Methods
| Feature | LimeCall | Phone Only | Email Follow-Up | Live Chat |
|---|---|---|---|---|
| Response time | 28 seconds | Adviser availability | 2–24 hours | Agent dependent |
| FCA call recording | ✅ Automatic | ⚠️ Manual setup | ❌ Not applicable | ❌ No voice |
| After-hours capture | ✅ Queue + AM callback | ❌ Missed | ✅ Email stored | ❌ No agent |
| Mortgage-type routing | ✅ Automatic | ⚠️ Manual | ❌ None | ⚠️ Manual |
| CRM auto-logging | ✅ Every call | ⚠️ Manual entry | ⚠️ Partial | ⚠️ Text only |
| Document collection | ✅ WhatsApp trigger | ❌ Email only | ✅ Email attachment | ⚠️ File upload only |
| Appointment conversion | 🟢 58%+ reported | 🟡 23% avg | 🔴 Low (slow) | 🟡 Medium |
Integrates with Salesforce, HubSpot, Broker Brain & More
LimeCall connects directly to Salesforce, HubSpot, Broker Brain, and 1,000+ tools via Zapier — including Twenty7Tec and Air Sourcing. Every callback is automatically logged with applicant details, mortgage type, loan amount, call duration, and adviser notes. Setup takes under 5 minutes with no IT team required.
View all integrations →FCA-Ready for Mortgage Brokers
MCOB-Compliant Recording
All calls recorded and encrypted in transit and at rest using AES-256. Satisfies FCA MCOB requirements for mortgage advice call recording with configurable 5-year minimum retention.
Consumer Duty Audit Trail
Every interaction — call, WhatsApp, callback request — timestamped and logged. Provides evidence of compliant advice delivery and good consumer outcomes for FCA Consumer Duty.
Data Processing Agreements
We sign DPAs with all mortgage broker customers as standard. GDPR-compliant data handling with clearly defined controller/processor responsibilities for FCA-authorised firms.
LimeCall is trusted by mortgage brokers and financial advisers across 40+ countries. Read our compliance documentation →
Frequently Asked Questions
Is LimeCall compliant with FCA regulations for mortgage brokers? ▾
Yes. LimeCall records and stores all calls in line with FCA requirements for regulated mortgage firms operating under MCOB (Mortgage Conduct of Business). Recordings are encrypted at rest and in transit, with configurable retention periods and a full audit trail. We sign Data Processing Agreements (DPAs) with all mortgage broker customers as standard, satisfying GDPR and FCA data handling obligations. The platform also supports Consumer Duty compliance by ensuring all advice interactions are recorded and retrievable.
Which CRMs does LimeCall integrate with for mortgage brokers? ▾
LimeCall integrates natively with Salesforce, HubSpot, and Broker Brain. It also connects to 1,000+ tools via Zapier, including Twenty7Tec, Air Sourcing, and most mortgage CRM platforms. Every callback is automatically logged with applicant details, mortgage type, loan amount range, call duration, and adviser notes — keeping your pipeline fully current without manual CRM entry.
How does WhatsApp document sharing work for mortgage applications? ▾
After every callback, LimeCall can automatically send a WhatsApp message to the applicant, enabling them to share payslips, bank statements, proof of address, identification documents, and mortgage application forms directly via WhatsApp. This replaces slow email chains and reduces the average document collection time from several days to under 24 hours. All document sharing activity is logged for compliance purposes.
What happens to mortgage enquiries submitted outside office hours? ▾
After-hours mortgage enquiries are captured in LimeCall's callback queue and delivered to your advisers as a prioritised list at the start of the next business day. You can also configure emergency routing for time-sensitive applications — such as applicants with a purchase deadline or expiring mortgage offer. Saturday and Sunday enquiries can be routed to on-duty advisers or queued for Monday morning priority callbacks.
Can LimeCall route mortgage enquiries to the right specialist adviser? ▾
Yes. LimeCall supports intelligent routing based on the mortgage type enquired about — residential, buy-to-let, commercial, remortgage, or equity release. You can also route by applicant postcode, loan amount range, or the specific page visited on your website. This ensures first-time buyers reach your residential specialists, while portfolio landlords are connected to your buy-to-let advisers.
How long are call recordings stored for mortgage compliance? ▾
Call recording retention is fully configurable in LimeCall. For FCA-regulated mortgage brokers, the standard requirement under MCOB is a minimum of 5 years from the date of the call. Recordings can be exported, archived, or deleted on request with a full audit trail. All recordings are encrypted using AES-256 and can be made available for FCA review or internal compliance audits on demand.
How quickly can our mortgage brokerage go live with LimeCall? ▾
Most mortgage brokerages are live within 5 minutes. Add the LimeCall widget to your website or mortgage enquiry pages, configure routing to your advisers by mortgage type, and the system is active immediately. No developer or IT resource is required. Full onboarding support is included, and our team can assist with FCA compliance configuration, CRM integration setup, and adviser training.
Stop Losing Mortgage Leads to Faster Brokers
14-day free trial · FCA-compliant recording · No setup fee
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