The Mortgage Readiness Report.
An interactive lead generation tool for your website visitors to gain real value and for you to gain a lead to follow up on. Convert visitors to leads with a genuinely useful free tool that tells your visitors how mortgage-ready they are.
On your website, in your brand.
Your lead magnet will be displayed on your website in your own branding. Your website users get personalised reports in your branding, from your email address.
How it works in reality.
Pick up the conversation that your lead already started by reaching out to them. They need help and you have the expertise to provide it.
- Your lead is emailed the moment a report completes.
- Their full answer set and their copy of the report, in one place
- Your lead is passed into your CRM on submission so your usual follow up processes can continue
No exports to chase, no forms to copy over. It is in your inbox and your CRM before you have finished your coffee.
13 answers, then his name, email and phone in exchange for the report.
Branded as you, straight to his inbox, with your number on every page.
An email with his details and every answer, and the same record in your CRM.
Self employed, under two years of accounts, deposit over 20%. You already know what the conversation is about.
Your colours, your font, your brand voice.
Set it up once in a single screen with a live preview beside you. Pick the brand voice your emails and reports are written in.
Straight into your pipeline.
Connect Brevo and every lead lands in the right list with their answers attached, so you are not manually adding leads to your CRM. More CRM connections are on the way. If you are using something else in the meantime, leads still arrive by email and sit in your dashboard.
- Connects to Brevo CRM
- Existing contacts updated, never duplicated
- Support to create email nurture sequences for your leads
Sent from your name, not ours.
The report arrives to your website user as a PDF attached to an email in your branding. It comes from your company name and your email address, with your logo, your colours and your phone number, so the first thing your lead receives already looks like it came from you.
- Your company name in the sender line, your address behind it
- Replies go straight to your inbox, never to us
- A short summary in the email, the full report attached as a PDF
Every visitor gets their own report PDF.
It runs to as many pages as their answers need, and they can save it, print it or forward it to whoever they are buying with. Your logo, phone number and email on every page, so when they come back to it in three weeks it is still your name at the top.
Mortgage industry marketing compliance built in.
This tool was built against the FCA Handbook. The consumer confirms they understand it is guidance before the first question, and the safeguards after it are arithmetic and code rather than policy.
- Scoring is fixed arithmetic. The AI never picks the outcome
- Banned wording is checked in the finished report. One that fails is never sent
- Fixed answer options only, so nothing typed reaches the AI
- Figures round down, are capped in code and cannot overstate
- Every question, every disclaimer and every report wording mechanic has been reviewed against the FCA Handbook and signed off by a practising mortgage adviser and their compliance team*
This is guidance, not regulated advice. The range shown is indicative and depends on a full assessment.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Six disclaimers in total, shown at body size. Never small print.What houses near them actually sold for.
Every report carries what has really sold in your visitor's own postcode district over the last two years. Not asking prices, and not a national average. What people paid, near them, taken from the HM Land Registry record of completed sales in England and Wales.
It is the unique element of the tool that makes it different from standard calculators.
What has sold recently in Stoke Bishop
Most of the 214 sales in BS9 from the last two years fell between £285,000 and £520,000, with a typical price of £395,000. Prices across Bristol are up 3.2% over the last year.
Contains HM Land Registry data © Crown copyright and database right. Contains public sector information licensed under the Open Government Licence v3.0.
General, indicative guidance. Not a valuation of any property, not regulated financial advice, not a lending decision, and not a mortgage offer.
The live demo, right here.
Answer the 15 questions as one of your visitors would. It is shown in the branding of Harlow & Finch, a fictional firm, so you can see how it looks once it is yours.
- 15 questions, about 5 minutes
- The real tool, in custom business branding
- Nothing stored, no details asked for, no report generated
What advisers say.
“It took less than an hour to set up. We finally have something real to offer our website visitors, and the confidence that our site can actually convert them.”
Your return on investment when using this tool.
A single completed mortgage typically brings in £700 to £1,200 in lender commission, or £1,100 to £1,900 if you also charge a client fee. At a typical brokerage net margin of around 20%, that is roughly £140 to £380 in profit per case.
BowerVault costs £348, paid annually. It takes one to three new clients to cover that entirely. After that, every new client won through this lead magnet is pure profit to your business.
The tool itself does not generate leads. Promoting it does. The return below is what is available once you do.
About this tool.
Most advisers are live the same day. Set your colours, font, logo and other information then paste one snippet on your web page. There is nothing to install and no developer needed.
No. The 15 questions and the report structure are fixed, reviewed and signed off by mortgage professionals, so quality and compliance stay consistent for every visitor.
Built to sit outside regulated advice: generic guidance only, with no lender, product, rate or fee ever named. Built in partnership with mortgage professionals and their compliance teams, and checked against MCOB, PERG, PRIN and CONC, with a full review available on request.
Leads are stored securely against your account on UK infrastructure, with reports stored on EU infrastructure. You are the data controller and we act as processor. Export or deletion on request at any time. Marketing consent date and time is stored with the lead in your dashboard, and proof is retained in the BowerVault system.
Up to 150 leads captured per month on either billing period, with no cap on how many people view or start the tool.
Your plan covers one active tool and you can swap it for any other tool in the vault as your focus changes. Your branding settings carry across.
Start using this tool to generate leads today from £29/mo.
Billed annually, or £39 monthly. Up to 150 leads a month, full branding, AI reports for your visitors and Brevo sync. Save money by choosing the annual plan.
All prices are exclusive of VAT.