Appointment setting for mortgage brokers

We fill your calendar.
You close the deals.

RD Agency handles cold outreach end to end — prospect research, personalised emails, follow-ups — and books qualified client calls directly into your diary.

Start your free 30-day trial See how it works →
30

Day free pilot

3–5

Booked calls guaranteed

£0

Upfront cost to start

The process

Three steps.
Zero effort from you.

You spend your time advising clients. We spend ours finding them.

01

We build your prospect list

We research and compile a targeted list of people actively looking for mortgage advice — verified contact details, right demographics, right intent.

02

We run personalised outreach

Every email is written to feel personal, not like a blast. We handle sending, follow-ups, and inbox management. You never touch it.

03

Calls appear in your calendar

Qualified conversations get booked directly into your diary via Calendly. You show up, introduce yourself, and do what you do best.

Who it's for

Independent brokers who want consistent client flow.

If you're relying on referrals alone, your pipeline is unpredictable. RD Agency gives you a second channel — one that runs in the background every month, generating fresh conversations.

  • Independent mortgage broker firms (1–10 advisers)
  • Brokers spending too much time chasing leads
  • Advisers who want to grow without hiring a sales team
  • Firms open to a results-based partnership

The economics

One new client pays for months of service.

The average mortgage case earns a broker £1,500–£3,000 in commission. Our retainer starts at £750/month. The maths work on a single conversion.

£2k+

Avg broker commission per case

£750

Monthly retainer after pilot

Free pilot

Try it free.
No risk, no commitment.

We're offering one independent broker in your area a completely free 30-day trial. We run everything. You just show up to the calls.

No upfront cost 3–5 booked calls Full campaign management Honest feedback only
Apply for the free pilot

Email ryan@rdagency.uk or book a 20-minute call below

Referral programme

Know a broker who needs more clients?

Earn £150 per referral

£150

paid within 7 days of their first month

Refer another independent mortgage broker. If they sign up and complete their first paid month, we transfer £150 to you. No cap on referrals.

How it works

  • Share their name and contact details with us
  • We reach out and explain the service
  • If they sign up, you get paid — simple as that

Submit a referral