A mortgage broker talking with a couple across a table
Stock photo, illustrative only. Not a JobCatch UK customer.
JOBCATCH UK FOR MORTGAGE BROKERS

Make every mortgage enquiry easier to follow up

JobCatch UK captures interest and contact details when your advisers are with clients, then hands the conversation to a qualified person. It does not provide regulated financial advice.

Demonstration: the demo is an existing sample trades demonstration. It is not a provisioned receptionist for mortgage brokers.

Callback: Request a callback opens a message form, then an email draft for you to review and send yourself. Nothing is sent or booked automatically.

Keep answering your own phone Phone and website enquiries Clear next actions
THE PROBLEM

Advisers are in appointments. Enquirers want a person.

A first-time buyer who cannot reach anyone may move on to another firm. The first job is to capture who they are and when to ring, and leave every regulated conversation to a qualified adviser.

HOW JOBCATCH UK HELPS

Voice, Web and an optional Hub.

JobCatch Voice

When enabled and configured, missed calls are answered with approved wording, a callback request is captured and an adviser is alerted.

JobCatch Web

Chat and smart forms collect the type of enquiry and a preferred contact time. Requires setup on your website.

JobCatch Hub (optional)

An optional pipeline helps your team see which callback requests are waiting and which conversations are booked.

Features depend on package and agreed configuration. See pricing

ILLUSTRATIVE EXAMPLE

What a captured enquiry looks like.

An invented example, not a real customer case study and not a claimed result.

IllustrativeNOT A REAL CUSTOMER

“A first-time buyer wants to arrange an introductory conversation.”

JobCatch UK captures contact details and the general type of enquiry, then offers a callback request. It does not assess affordability or recommend a mortgage.

Information worth capturing
  • General enquiry type (purchase, remortgage or buy-to-let)
  • Preferred contact time
  • Name and contact details
  • Broad timescale, only if volunteered
Next step: Notify the business or record a callback request for a person to follow up. A confirmed appointment is only offered if an authorised, connected calendar confirms availability. Every regulated conversation is handed to a qualified human adviser.
WHAT THE BUSINESS SEES

An organised enquiry record.

Name, source, what they need, timing and next action. With the optional Hub, the sample pipeline may look like this:

New enquiryFollow-up neededConversation bookedAdviser ledWon / Lost

ILLUSTRATIVE ONLY · The pipeline is an organisational tool. An enquiry does not automatically become a sale.

WHY IT MATTERS

Fewer overlooked enquiries.

Fewer overlooked enquiries

Each request has a clear next action.

Advisers stay in control

Regulated discussion starts only with a qualified person.

Minimal first contact

Only name, contact details and general enquiry type are needed.

IMPORTANT: NO REGULATED ADVICE

Captures the enquiry. A qualified person gives the advice.

  • JobCatch UK does not give regulated advice, recommendations, suitability or affordability assessments, product quotations, or confirmation of a mortgage offer.
  • It does not collect sensitive financial data such as income, credit history, bank details, account numbers or identity documents.
  • If a caller asks for advice or a decision, the enquiry is passed to a qualified human adviser.
  • Your firm remains responsible for its own regulatory permissions and compliance wording.
GOOD QUESTIONS

Straight answers.

Does it give mortgage advice?

No. It never recommends a product, assesses affordability or suitability, or gives a quotation.

What if someone shares income or credit details?

It is not designed to collect them. The conversation is steered to a callback with a qualified adviser.

Can it confirm an appointment?

Only if an authorised, connected calendar confirms availability. Otherwise it records a callback request.

Who handles compliance wording?

Your firm. Approved wording is agreed during setup and remains your responsibility.

Can we try it first?

You can try the existing demonstration, which is a sample trades scenario and not set up for mortgage brokers. Then request a callback to discuss suitability.

NEXT STEP

See how JobCatch UK could work for your business

Demonstrations are illustrative. Features, channel connections and automations depend on package and configuration. The callback button opens an email draft only.