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Upgrade to start claiming meetings.
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New lead notifications
Get emailed when a new meeting is available
Daily summary
Daily recap of unclaimed meetings
Reschedule notifications
Get notified when a claimed meeting is rescheduled
Lead Confirmation Email
When enabled, your leads will receive a confirmation email after you claim them, letting them know who they'll be meeting.
Send confirmation email to leads
Leads receive an email with your name, appointment time, and your custom message
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Your Meeting is Confirmed
We've matched you with an experienced mortgage adviser
Hi [Lead Name],
Your mortgage meeting has been confirmed. You'll be speaking with Alister Kwapisz, who will guide you through your options.
Appointment Details
Wednesday, 5 March 2026
14:30
Alister Kwapisz will call you on 07xxx xxxxxx
What to expect
- A friendly, no-obligation conversation
- Expert guidance tailored to your situation
- Typically takes around 30 minutes
British Mortgages Direct
Team Mode
Manage a team of brokers
Enable this to add brokers to your team. Your team shares your credit balance — any member can claim meetings using your credits. You can reassign meetings between team members and see all team activity in one place.
Enable team mode
Allow adding and managing team members
Team mode is available once you have an active billing account. Purchase your first credits to unlock this feature.
Security
Password login: not set — add a password to sign in without receiving an email link each time.