The fixed-rate-end calendar most brokers ignore

Your remortgage clients hit a fixed-rate end window every two to five years. That’s a built-in calendar reminder sitting in your CRM — and most brokers ignore it until the client has already drifted to a competitor or stayed on the lender’s SVR.

How the campaign works

Customer Revival is a done-for-you 7-email Monday-to-Friday campaign sent to your existing client list — past clients whose fixed rate is ending in the next 6 months. We pick a theme — fixed-rate-end review, product transfer comparison, BTL refinance, equity release suitability, protection refresh — and write seven emails in your firm’s voice.

Why this works for mortgage brokers

Mortgage broking is a relationship business with a hard calendar trigger. A fixed-rate end is the highest-intent moment in the client’s mortgage life cycle. If you don’t reach out, someone else will — or the lender will roll them onto an SVR rate that costs them £3,000+ a year. Reactivation pays for itself many times over in product procuration fees.

FCA-aware compliance

Every email matches FCA marketing rules: factual, non-misleading, no specific rate guarantees, no implied financial advice in copy, no comparison to other brokerages by name. We’re not regulated to give financial advice and we’re not pretending to be — we’re a marketing service operator. The campaign drives clients back to your regulated advice process.

Which broker types we work with

Best fit for UK mortgage brokerages handling residential remortgages, BTL, first-time buyers, equity release, and protection cross-sell. Minimum 500 past clients with email addresses on file.

Frequently asked questions