Existing enquiryIllustrative contact recordPaused
A move put on hold.
- Interest
- Moving home
- Last conversation
- Not ready to proceed
Built for mortgage & protection firms
More conversations.
More time to advise.
We bring in enquiries, reconnect with suitable past contacts and give your advisers a clear next step. Your campaigns, CRM and follow-up, working together.
30 days with no AY management fee.
You fund advertising and agreed usage costs.
Then £1,500/month, only if you choose to continue.
Homes. Families. Future plans.The conversations your advisers are here for.
One connected approach
01Generate demand02Keep in touch03Speak to an adviser
01 / The connected system
Bring them in.
Follow it through.
New demand and existing relationships.
One clear route to your team.
New enquiries
Meta or Google campaigns
Your existing database
Suitable past enquiries & clients
Supplied & set up by ADDING YOU
Your enquiry CRM
Every contact. Every conversation. Every next step.
Relevant follow-up
An agreed journey for each enquiry.
A prepared adviser
Context and a clear next action.
Less manual chasing
More time for client conversations.
Illustrative workflow. Your advisers handle the relationship and all financial advice.
The client book you’ve already built
Some conversations
are worth reopening.
A mortgage enquiry that paused. A protection conversation left open. We help suitable contacts find their way back to your advisers.
From your database to your teamIllustrative journey
The next useful conversationReview the contact
Start with a reason.
Check the earlier enquiry and contact permissions. Agree who it makes sense to approach, and why.
Relevant contact. Relevant timing.
The context is there before the call.What they asked about. What changed. Who needs to follow up.
03 / Experience behind the offer
Built for real teams.
Our mortgage and protection work includes campaigns, CRM systems, automated follow-up, database reactivation and custom reporting.
★★★★★Google review
“That means less manual work, fewer missed opportunities, and smarter follow-ups.”
Matthew Darteh30 September 2025 · Excerpt
↗★★★★★Google review
“…generate the most leads we ever had. Highly recommend!”
Rico9 December 2024 · Excerpt
↗Also built for
1IRONCampaigns & enquiry follow-up
Howe & CoCustomer journeys & automation
Individual client experiences across our services. Not a forecast for your firm.
Your first 30 days with ADDING YOU
A working campaign.
A team ready to follow up.
We put the agreed system in place and manage the campaign. You see the work before deciding whether to continue.
The opening month
30days
A focused start
ADDING YOU One campaign.
Your CRM.
Agreed follow-up.
01
Build around your firm.
We agree one offer and one channel: Meta or Google. Your enquiry CRM is supplied and configured for the people handling your leads.
02
Launch. Connect. Follow up.
We build and manage the campaign, with an agreed follow-up journey and clear next actions for your advisers.
03
Review the work together.
We look at the campaign and lead quality with your team. Suitable database reactivation is agreed in the scope before we start.
First 30 days£0 AY management fee
Only if you choose to continue£1,500 / month
Advertising and agreed usage costs are separate.
You fund these from the start. Scope and any applicable VAT are confirmed in writing.
Let’s look at your current setup.
15 minutes with Malachi to look at your enquiries, capacity and current setup.
A good fit meansCapacity for new clientsA separate ad budgetA team ready to respond
Before we talk
Clear from the start.
Is the first month completely free?
There is no AY management fee for the first 30 days. You pay your advertising budget directly through your ad account and cover agreed usage costs. We confirm those costs and the scope before starting.
What happens after 30 days?
We review the campaign and lead quality together. If you choose to continue, the management fee is £1,500/month plus advertising and agreed usage costs. Paid management only starts by agreement.
Can you run Meta and Google Ads?
Yes. We agree one starting channel for the pilot: Facebook and Instagram through Meta, or Google Search. The choice depends on your offer, audience and budget. Running both channels is separately scoped.
Can you use our existing database?
Where appropriate, we can agree a reactivation journey for suitable past enquiries or clients. We first review the records, contact permissions and your firm’s requirements. The aim is to restart relevant conversations for your advisers, rather than send every contact the same message.
Do we have to replace our broker CRM?
No. We provide an enquiry CRM, but review your current systems before recommending a setup. Any connection to your existing broker software, data transfer or replacement is agreed separately.
Does AI give mortgage or protection advice?
No. Your advisers retain responsibility for advice and suitability. Any optional AI use, approved information, data access and handover to a person are agreed with your firm first.
Do you guarantee leads or clients?
No. Results depend on your offer, market, budget and follow-up. We agree how to assess lead quality and progress with your team. Enquiries are opportunities, not completed sales.
Your next step
Let’s look at your firm.
Tell us where enquiries come from and what happens next.
We’ll be direct about whether we can help.