Find mortgage enquiries that fit your expertise.
Review structured, anonymised case summaries and choose the introductions you want — individually or in a basket, with itemised pricing before you commit.
Demo preview: registration is simulated and creates a fictional pending profile.
Why brokers use Mortgage Buddy
Structured case summaries
Every enquiry follows the same format: mortgage type, applicants and income, indicative loan and LTV, credit circumstances and buying stage — so you can assess fit quickly.
Filters that match your practice
Filter by mortgage type, buying stage, region, LTV band, credit circumstances and enquiry source, and sort by age or price.
Source transparency
See whether an enquiry came direct from the customer or via an introducer, and whether the introducer declared a referral conversation. Introducer identity is never shown.
Itemised basket checkout
Purchase exclusive introductions one at a time or in a single basket. You see the full price breakdown before confirming — the price you accept is fixed and cannot increase afterwards.
One workspace per purchase
Manage purchased enquiries, contact preferences, agreed appointments and private notes in one place.
Customer-visible progress
Share progress updates that appear on the customer's read-only dashboard, with corrections recorded rather than rewritten.
How joining works
- 1Register your firm and profile, and request the specialisms you want to work in.
- 2Your registration is reviewed and approved before marketplace access opens.
- 3Browse suitable enquiries and review each anonymised summary.
- 4Purchase an introduction to reveal contact details, then manage the conversation and updates from your workspace.
Approval criteria and production timing are still being decided — this demo does not claim they already operate.
A fictional example
Fictional example — what you see before purchase
Remortgage · 1 applicant · Self-employed
- Indicative loan £180,000 at 60% LTV (estimate only) · North West
- Credit: none known · Deal ends within 3 months
- Source reference SRC-000 · referral conversation declared
Name, email, phone and postcode are revealed only after a simulated purchase.