william lloyd solutions

Efficient Document Handling

I organise and prepare client files so brokers can work faster with fewer delays.

Qualified Lead Flow

I deliver high-intent enquiries that are pre-screened and ready for immediate follow-up.

Practical Digital Tools

I create simple calculators and resources that help clients understand the process and improve the quality of incoming cases.

Clear Document Guidance

I help clients understand exactly what documents they need and organise everything in the right order.

Stress-Free Preparation

I simplify the paperwork process so clients avoid confusion, delays and repeated requests from brokers.

Faster Application Progress

Well-prepared files move more smoothly through brokers and lenders, reducing waiting times.

Easy-to-Use Tools

Clients get access to simple calculators, planners and guides that make the mortgage journey clearer and more manageable.

Smart Lead Generation for Mortgage Brokers

I specialise in building online funnels that attract people who are actively exploring mortgage options and are ready to speak with a professional.

Through targeted traffic, simple user journeys and clear information, I guide visitors to leave structured enquiries that reveal their basic situation, goals and readiness to proceed.

My approach focuses on quality over volume.
I filter out low-engagement traffic, pre-screen each enquiry with essential non-advisory questions and ensure every lead contains the information brokers actually need to begin a conversation.

This saves time, reduces follow-up friction and increases conversion potential.
I never offer personal recommendations or mortgage advice - I simply connect potential borrowers with licensed professionals and streamline the first step of the process.
These high-intent leads are collected in real time and delivered directly to FCA-regulated brokers, giving them a predictable stream of motivated clients.

Traffic Acquisition

I build and manage targeted traffic sources that attract people actively searching for mortgage help. This includes paid ads, SEO content, local targeting and landing pages built to capture motivated users at the right moment.
Lead Capture and Funnel Design

I create clean, simple funnels that guide visitors through essential questions without offering advice. Each step is designed to filter interest, build trust and collect structured information ready for brokers to review.
Pre-Screening and Qualification

I process incoming enquiries and format them into organised profiles with relevant non-advisory details such as employment type, deposit size and property goals. This helps brokers focus on clients who are ready to move.
Lead Delivery and Integration

I send high-intent leads directly to brokers through their preferred method - email, CRM, spreadsheet or automated system. My goal is to ensure brokers receive timely, well-structured enquiries they can act on immediately.

Mortgage Documentation and Application Support

I help clients organise the paperwork required for a mortgage and guide them through the administrative side of the process without offering any regulated advice

Many people struggle with gathering the right documents, formatting their income details and preparing a clear file that lenders or brokers can actually use.
I take over this part of the work: collecting statements, arranging employment records, preparing clean income summaries and ensuring every document is correctly named, ordered and ready for submission.

My role is to simplify the process and remove the stress that comes with chasing missing files or dealing with confusing requirements.

I structure all information in a clear and logical way, upload documents to the client’s secure folder and prepare everything so a licensed broker or lender can review the case quickly.

Clients get clarity and confidence, while brokers receive well-organised, complete files that reduce delays and speed up the assessment.
I never recommend mortgage products or give financial advice - I simply make the application process easier, cleaner and more efficient for everyone involved.

Document Gathering

I collect all required mortgage documents from the client and organise them into a clear, structured set.
Income Summaries

I prepare simple, accurate income overviews based on the client’s provided records.
File Preparation

I format and name documents correctly so brokers and lenders can review them without delays.
Application Support

I guide clients through non-advisory steps of the application process and help complete forms using their information.
Secure Upload

I create a clean digital folder and upload all documents in the correct order for easy access.
Broker-Ready Packaging

I deliver a fully organised mortgage file that allows licensed brokers to start work immediately without administrative back-and-forth.

Mortgage Calculators, Tools and Digital Resources

I create simple, accurate digital tools that help people understand their mortgage options without providing any form of advice.

My platform includes repayment calculators, affordability estimators, deposit planners and interactive tools that show how monthly payments change with different rates or loan terms.

These resources allow users to explore scenarios on their own and prepare more confidently before speaking with a licensed broker.
Alongside the tools, I develop practical digital products such as checklists, step-by-step guides and first-time buyer worksheets that explain the process in a clear and friendly way.

Every resource is designed to be easy to use, accessible from any device and focused solely on general information. Clients get clarity, brokers get more informed enquiries and I maintain full compliance by avoiding recommendations or personal financial guidance.

Interactive Mortgage Tools

I build user-friendly calculators and planners that help people explore repayment scenarios, affordability ranges and deposit requirements on their own.
Digital Guides and Checklists

I create practical downloadable resources that explain each step of the mortgage process and help clients prepare before speaking with a licensed broker.