For UK mortgage and protection brokers
20 Qualified Appointments In 30 Days.
We reactivate eligible customers and enquiries by SMS, handle every reply and follow-up, and book qualified conversations into your advisers' calendars.
First within seven days of launch. No upfront fee.
You paid to acquire them. Then the follow-up stopped.
Years of customers, unfinished enquiries and missed follow-up still sit inside the CRM you already paid to build. Meanwhile, new lead spend keeps climbing and advisers stay focused on live cases.
The opportunity is already there.
Before you buy another lead, work the database you already own.We identify eligible customers and enquiries with a reason to speak now, then turn that interest into booked conversations.
We do the work between a dormant record and a booked appointment.
You provide the approved data, campaign approvals and adviser availability. OpSync runs the operating work.
Qualify the database
We check mobile coverage, customer context, contact authority, suppressions, campaign approvals and adviser capacity.
Reactivate the right cohort
We clean and segment eligible records, prepare the broker-approved SMS campaign, and handle replies and follow-up.
Book and hand over
We confirm current interest, agree a date and time, send reminders and route the context to the right adviser.
20 qualified appointments. Or you do not pay.
Nothing is paid upfront. If the first qualified appointment is not delivered within seven days of launch, or we deliver fewer than 20 within 30 days, you do not pay our service fee.
The guarantee is available only after we confirm that the database, approvals and adviser capacity can support it. The clock starts when the data, campaign, calendars and routing are ready.What counts as a qualified appointment?
A reply does not count. A name dropped into a calendar does not count. Each appointment must meet the rules agreed before launch.
Current interest
An eligible customer or enquiry has replied and expressed current interest in an in-scope mortgage or approved protection conversation.
A booked date and time
The person has explicitly agreed to speak with an adviser at a specific date and time.
An accepted handover
The record is not a duplicate or existing active case, meets the written routing criteria and is accepted by your brokerage.
We guarantee the result only when the database can support it.
The no-cost qualification check looks at usable data, contact authority, suppression history, campaign approvals and adviser capacity.
Strong fit
- An established UK mortgage or mortgage and protection brokerage
- A meaningful pool of past customers or enquiries
- Usable mobile numbers and defensible contact authority
- Clear customer context and suppression history
- Capacity to handle at least 20 appointments
Not suitable
- Purchased or context-free third-party lists
- No clear lawful basis or approval route
- Exhausted or recently over-contacted records
- Weak completed-case economics
- No adviser or calendar capacity
We book the conversation. Your advisers do the advising.
Every audience and message is approved by your brokerage before launch. OpSync applies the agreed contact, suppression and escalation controls, then handles SMS conversations, follow-up, booking and routing. Your authorised advisers handle the fact-find, suitability, advice and product choice.
We start with a no-cost estimate based on your usable data, contact authority, completed-case value and adviser capacity.
Calculate Your Dormant Revenue