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Best mortgage broker booking software to grow your business

Smart scheduling, seamless payments, and automated reminders — built to keep your calendar full and customers coming back.

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Your Mortgage Broker Business
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Everything you need to run your mortgage broker business

Packed with powerful tools to grow your revenue, streamline your bookings, and boost client retention.

Appointment types for every mortgage stage

Set up separate bookings for discovery calls, full fact-finds, DIP/AIP checks, remortgage reviews, buy-to-let portfolio chats, and offer-to-completion updates.

Built-in buffers for lender hold times

Add automatic buffer time around key slots so one long call to a lender or solicitor doesn’t wreck the rest of your day and cause knock-on lateness.

Pre-appointment document prompts

Send clients the exact list they need for that booking: ID, income proof, deposit trail, credit commitments, existing mortgage statement, or tenancy details for BTL.

Secure fee collection at the right point

Take an advice fee or booking deposit online when it makes sense for your process, so you’re not awkwardly asking for payment after you’ve done the work.

Automatic confirmations and reschedule links

Reduce no-shows with instant confirmation, reminders, and a simple reschedule route — without your admin time disappearing into WhatsApp threads.

Multi-adviser diaries for broker teams

If you’ve got advisers, case managers, and admin support, allocate booking types to the right person and keep capacity visible across the whole team.

The challenges every mortgage broker faces

Fact-finds, follow-ups, and lender calls all compete for diary space

A proper advice process needs time blocks: discovery, fact-find, recommendations, application, then endless follow-ups. Without structured booking, you end up squeezing clients between lender calls, rushing suitability notes, or pushing appointments back when an underwriter finally rings you.

Document chasing derails your schedule

You can’t progress a case without ID, bank statements, payslips, SA302s, or proof of deposit. Clients drip-feed documents, send blurry photos, or forget key pages. That turns simple bookings into multiple reschedules and wasted slots you can’t easily refill.

Clients expect evening and weekend access

Most buyers can’t take calls at 11am on a Tuesday. They want 6–8pm slots, quick answers, and clear next steps. If your booking relies on office hours and phone tag, they’ll go to a broker who lets them book instantly.

Fee conversations and payment timing can be awkward

Whether you charge an advice fee upfront, on application, or on offer, clients want clarity. If payment is handled by chasing invoices after the fact-find, it creates friction and delays. A clear booking flow helps set expectations and reduce drop-offs.

✓ We solve this

One platform for everything

  • 24/7 online booking
  • Automated reminders
  • Instant payments
  • No more double-bookings
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Built for real mortgage broker workflows

A typical day starts with checking what’s moving and what’s stuck. You’ve got a first time buyer fact-find at 9:30, a remortgage review at 11:00, and a quick DIP call pencilled in mid-afternoon. In between, you’re chasing a lender for an update, replying to an estate agent about timescales, and nudging a client who still hasn’t sent the last two pages of their bank statement. The diary pressure i...

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What we help with

  • Losing good enquiries because you can’t answer while on lender hold
  • Fact-finds booked too short, leading to rushed advice and overruns
  • Endless rescheduling because clients haven’t got documents ready
  • No-shows on discovery calls from rate-shoppers and tyre-kickers
  • Awkward fee chasing after you’ve already done the research and sourcing
Mortgage Broker Business Mobile App

Manage Your Mortgage Broker Business
From Anywhere

Download the iBookFast Provider app and manage your mortgage broker bookings on the go. Accept appointments, chat with clients, track earnings – all from your phone.

Real-Time Mortgage Broker Bookings Accept mortgage broker bookings, confirm or reschedule instantly
Live Chat Message your mortgage broker clients directly
Push Notifications Never miss a mortgage broker booking or enquiry
Business Analytics Track your mortgage broker business earnings
Team Management Manage your mortgage broker team schedules
Review Management Respond to mortgage broker service reviews
Download on the App Store
Get it on Google Play

Free to download. Requires a iBookFast provider account.

Quick Setup

Get started in 3 simple steps

Your mortgage broker business accepting bookings in under 5 minutes

1

Create your appointment types (by mortgage stage)

Add bookings like 15-min discovery call, 60-min fact-find, DIP/AIP check, remortgage review, buy-to-let portfolio chat, and offer-to-completion update. Set realistic durations and add buffers for lender calls.

2

Add your pre-call questions and document checklist

Collect what you need to triage properly: purchase price, deposit source, income type (PAYE/self-employed), credit issues, property type, and timescales. Attach the document list so clients arrive prepared.

3

Set your fee rules and share your booking link

If you charge an advice fee, decide when it’s taken (e.g., on booking or after the initial call) and make it clear. Share the link on your website, Google Business Profile, and in referral emails.

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Simple Pricing

Choose the Perfect Plan for Your Business

Start free and scale as you grow. No hidden fees, cancel anytime.

Starter

Perfect for getting started with your first listing

Free
  • 0% platform commission
  • Free Listing
  • Email Notifications
  • Unlimited Services
Get Started Free

Pro

Great for growing businesses with multiple services

£ 14 /month
  • Up to 5 team members
  • 0% platform commission
  • Up to 5 staff members
  • Custom subdomain
  • Embed Widgets
  • Group Bookings
  • 30-day free trial
Start 30-Day Free Trial

30-day free trial, no card required

Premium

Best for established businesses ready to scale

£ 29 /month
  • Up to 15 team members
  • 0% platform commission
  • Up to 15 staff members
  • Custom subdomain
  • Embed Widgets
  • Group Bookings
  • 30-day free trial
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30-day free trial, no card required

Secure Payments
Cancel Anytime
24/7 Support
No Hidden Fees

Save 10+ Hours Weekly

Automate scheduling and spend more time on what you do best

Increase Revenue by 40%

Fill more slots and reduce no-shows with automated reminders

Happier Clients

Provide a modern booking experience your clients will love

FAQ

Questions? Answers.

Everything you need to know about our mortgage broker booking system.

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How do I handle urgent cases like a rate expiry or exchange deadline?

Set up an “urgent remortgage / deadline” appointment type with shorter lead time and limited daily slots. You can keep it separate from standard discovery calls so it doesn’t swallow your whole diary. The system can also add buffers so one urgent case doesn’t cause a chain reaction of lateness.

What mortgage appointments should I offer for first time buyers vs remortgages?

Most brokers split it into a short discovery call and a longer fact-find for first time buyers, because they need more education and reassurance. Remortgages often suit a focused review slot that covers current deal, ERCs, product end date, and goals. Keeping them separate stops you booking the wrong length and constantly running over.

When should I take an advice fee or booking deposit?

That depends on your model: some take a booking deposit to reduce no-shows, others take a fee on application or on mortgage offer. The key is making it clear before the appointment so clients aren’t surprised. Taking payment online avoids awkward follow-ups and keeps your process consistent.

Does seasonal demand really affect mortgage broker bookings?

Yes — purchase activity often rises in spring and summer, with another push in early autumn, and bursts can happen around rate changes or big news stories. Those periods bring more enquiries and more diary pressure. Online booking helps you control capacity and keep the right time blocks for cases already in progress.

Can I manage multiple advisers and a case manager in one system?

You can run separate diaries per adviser and decide which appointment types each person can take. For example, advisers handle fact-finds and recommendations, while a case manager takes document-chase or offer update calls. That stops everything landing on one person and gives clients faster access to the right contact.

How does this help convert enquiries into proper fact-finds?

You can start with a short discovery call, then automatically prompt clients to book a full fact-find if they’re proceeding. Because the booking asks the right questions upfront, you spend less time on time-wasters. Reminders and clear next steps reduce drop-off between “interested” and “ready to apply”.

What about client communication and updates during underwriting?

You can use automated confirmations and reminders to reduce admin, then keep your human updates for the parts that matter: lender queries, valuation outcomes, and offer timescales. By protecting diary time, you’re more likely to call clients back promptly. Clients feel looked after even when you’re waiting on third parties.

Can I offer flexible pricing for different job types (BTL, complex income, adverse credit)?

Yes — you can set different fees or deposits depending on the appointment type, such as standard residential, buy-to-let, or complex cases. That reflects the extra research and packaging time some cases need. It also avoids the uncomfortable conversation where you change pricing halfway through the process.

0% Commission

Keep 100% of your earnings

70% Less No-Shows

Automated reminders

24/7 Booking

Accept bookings anytime

Instant Payments

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Why iBookFast for your mortgage broker business?

Mortgage advice is time-sensitive and paperwork-heavy, which is exactly why diary management matters more than most people realise. Your clients aren’t booking a haircut; they’re trying to secure a rate, hit an exchange deadline, or avoid a remortgage rolling onto SVR. When booking is messy, it doesn’t just annoy people — it costs cases. You’ll see patterns through the year. Spring and summer bri...

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Take Control of Your Mortgage Diary From Today

Let clients book the right appointment, send documents on time, and pay fees properly — with 0% commission on every booking.

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