The Growth Series
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Growth Library

Welcome to the Growth Library, the essential resource for brokers who want to build their business.

Below you will find all the content in our Growth Library. Clicking on the tags below will refine your view to show the items by specific topic areas. Clicking on 'All' will show the full Library contents. Typing in the search box will filter the contents by your search term.

Post Lockdown Mortgages FAQ (Word Version)

Post Lockdown Mortgages FAQ (Word Version)

In this guide we talk about those common concerns faced by mortgage customers, and provide some starting points for how to tackle them.

Post Lockdown Mortgages FAQ (Print Version)

Post Lockdown Mortgages FAQ (Print Version)

In this guide we talk about those common concerns faced by mortgage customers, and provide some starting points for how to tackle them.

The Brokers' Guide to Customer Experience

The Brokers' Guide to Customer Experience

This guide will ensure your broker business is providing an experience that is truly exceptional.

The Brokers’ Guide to All Things Marketing

The Brokers’ Guide to All Things Marketing

Drive more sales by promoting your business better.

A Guide To Building Business Resilience

A Guide To Building Business Resilience

Keep your business strong in trying times with our guide to Building Business Resilience

Top 10 Questions About Help-to-Buy Answered

Top 10 Questions About Help-to-Buy Answered

The Help to Buy scheme is changing, read our cheat sheet to discover what you need to know.

Glossary Of Legal Terms

Glossary Of Legal Terms

A glossary of mortgage jargon you need to know. (PDF Version)

Glossary Of Legal Terms

Glossary Of Legal Terms

A glossary of mortgage jargon you need to know. (Word Document Version to re-brand and give to clients)

GDPR Checklist: How Compliant Are You?

GDPR Checklist: How Compliant Are You?

We’ve compiled a quick checklist that you can use to make sure your business is GDPR compliant.

A Guide To Different Types Of Mortgages

A Guide To Different Types Of Mortgages

A useful guide for understanding the different types of mortgages. (Word Document Version to re-brand and give to clients)

A Guide To Different Types Of Mortgages

A Guide To Different Types Of Mortgages

A useful guide for understanding the different types of mortgages. (PDF Version)

Video: Understanding The Home Buying Process

Video: Understanding The Home Buying Process

A client-focused video to help your clients understand the home buying process.

Video: Understanding The Home Buying Process (Scottish Version

Video: Understanding The Home Buying Process (Scottish Version

A client-focused video to help your clients understand the Scottish home buying process.

Setting Up Google My Business For Brokers

Setting Up Google My Business For Brokers

Generating online reviews and creating social proof is a powerful way to support and grow your business...

9 Steps To Getting A Will

9 Steps To Getting A Will

A useful guide for brokers to share with their clients.

Offset Mortgage Guide (Print Version)

Offset Mortgage Guide (Print Version)

A useful infographic you can use to explain Offset mortgages to your clients. (Print version)

Offset Mortgage Guide

Offset Mortgage Guide

A useful infographic you can use to explain Offset mortgages to your clients.

The Brokers' Guide To Website Builders

The Brokers' Guide To Website Builders

What are the best website builders for mortgage brokers? We cover the top website builders to help you choose the right one for your business.

How To Harness The Power Of Email

How To Harness The Power Of Email

Whether you’re new to email marketing campaigns or not, it’s always worth brushing upon best practices to get the most out of your audience.

The Brokers Guide To Effective Client Communications Tools

The Brokers Guide To Effective Client Communications Tools

At a time when face to face meetings are just not possible, businesses need to think outside the box in order to stand out from the crowd.

The Technology Transforming The Mortgage Brokers World

The Technology Transforming The Mortgage Brokers World

Find out what technology is making waves in the mortgage space and what digital revolution is helping brokers be better.

The Brokers Guide To A Clients Financial Well-Being

The Brokers Guide To A Clients Financial Well-Being

A guide to help you identify financially vulnerable customers who need advice and support to make the right choices.

Your Small Business Newsletter Template

Your Small Business Newsletter Template

Newsletters are a great way to get your brand heard and to engage with your audience. Here is our free Newsletter template.

A Brokers Guide To Selling Protection Products

A Brokers Guide To Selling Protection Products

This guide helps brokers to start the conversation with their clients about the importance of protection and the value in having it should the worst...

Case Study Template

Case Study Template

This template is designed to provide a framework for case studies. These are a great way to showcase your work.

Website Briefing Document

Website Briefing Document

Whether you have a website and want to improve it or you are thinking of getting one. This document will cover all of the bases.

Tips For Getting The Most Out Of Exhibition & Conferences

Tips For Getting The Most Out Of Exhibition & Conferences

Some companies find particular success in attending events and networking to find their next business opportunity.

The Mortgage Process: How It Works

The Mortgage Process: How It Works

Buying your first home can be daunting, but we're here to help! Here is a summary of what to expect when applying for a mortgage.

How To Design A Customer Satisfaction Survey

How To Design A Customer Satisfaction Survey

To help you create effective customer satisfaction surveys, we've put together 10 principles to keep in mind.

Help To Buy Guide

Help To Buy Guide

A free guide on what Help to Buy is, how it works, and what the future holds. Written for brokers to help their customers.

The 9 Things Every Mortgage Broker Needs On Their Website

The 9 Things Every Mortgage Broker Needs On Their Website

Your website is your digital shop window and often the place where potential customers will judge you first. So it needs to deliver.

How Brokers Can Increase Customer Retention

How Brokers Can Increase Customer Retention

Customer retention is a leading indicator of your business’ health. It is your ability to keep customers returning to your product for future purchases.

How To Function At Your Best: A Guide To Work Productivity

How To Function At Your Best: A Guide To Work Productivity

Learn how to make the most out of your productivity with our guide to functioning at your best.

How To Write A Website Biography

How To Write A Website Biography

When building a website for any business, great or small, it is tempting to focus all your efforts on building the home page and services pages.

How To Write A Content Creation Proforma

How To Write A Content Creation Proforma

Easily plan & brief in pieces of content with our content creation proforma.

How To Write An Effective Blog Title

How To Write An Effective Blog Title

A good title will find prospective clients for you. Learn how to write one with our cheat sheet.

How To Put Together A Design Brief That Will Get You The Creative Results You Want

How To Put Together A Design Brief That Will Get You The Creative Results You Want

Get the most out of a creative team with our cheat sheet to writing a winning design brief.

The Modern Brokers Guide To Sourcing Systems

The Modern Brokers Guide To Sourcing Systems

This guide examines the benefits of sourcing solutions to the modern broker, covering the value such systems provide.

The New Build Market - Cheat Sheet

The New Build Market - Cheat Sheet

What are the challenges? How can I stand out ? What do I need to do? You need to read our cheat sheet!

Generating New Business With Introducers - Cheat Sheet

Generating New Business With Introducers - Cheat Sheet

What are introducers? Why are they so beneficial? How do I build lasting relationships with them?

Things To Do In Your New Build In The First Year

Things To Do In Your New Build In The First Year

A handy guide for your customers that will walk them through the process of moving into a new build house.

How To Attract A Property Developer - Cheat Sheet

How To Attract A Property Developer - Cheat Sheet

This cheat sheet is full of useful insights to help you attract and nurture a lasting relationship with property developers.

How To Write An E-Shot Template

How To Write An E-Shot Template

You’ll receive them every day in your inbox but what makes a great eshot? Our guide runs you through the best practices.

Boosting Content On LinkedIn

Boosting Content On LinkedIn

There's many adverts on LinkedIn, this cheat sheet focuses on how to boost your content on LinkedIn.

How To Make The Most Of LinkedIn - A Guide For Mortgage Brokers

How To Make The Most Of LinkedIn - A Guide For Mortgage Brokers

You may have been on LinkedIn for some time but have a nagging feeling that you could be exploiting it more.

Marketing Persona Template

Marketing Persona Template

Creating & sending your content to the right audience is vital. Build that audience with our persona template.

Boosting A Post On Facebook

Boosting A Post On Facebook

There are many types of different adverts you can run on Facebook. This guide focuses on boosting a post.

The Recruitment Process Infographic

The Recruitment Process Infographic

A step by step guide to help you recruit the right candidate from writing the job description to placing adverts and holding interviews.

Equality And Diversity Statement

Equality And Diversity Statement

An example of a equal opportunities policy statement to make sure you comply with legislation in terms of equality and diversity.

Job Description Template - Mortgage Administrator

Job Description Template - Mortgage Administrator

Use this template with its outline of the role plus the skills and experience you’re looking for to help you attract the right candidate.

Job Description Template - Mortgage Broker/Consultant

Job Description Template - Mortgage Broker/Consultant

This template provides a great basis to help you attract the right broker. It outlines the role together with the essential and desirable skills and experience.

Attracting Employees - Cheat Sheet

Attracting Employees - Cheat Sheet

This cheat sheet is full of useful insights to help you define your culture so that you'll attract candidates with similar values.

Job Advert LinkedIn - Cheat Sheet

Job Advert LinkedIn - Cheat Sheet

An easy- to-follow guide with everything you need to know to advertise a position on LinkedIn.

Holding Email Template

Holding Email Template

A short template you can use just to keep applicants informed of where the recruitment process is up to.

First Interview Questions

First Interview Questions

Find it just as hard to interview as be interviewed? This template gives you a great selection of questions to get you started.

Second Interview Questions

Second Interview Questions

This template goes deeper with extra competency based and soft skills questions for the second interview stage. Drill down to get the right candidate.

Top 10 Interview Questions - Cheat Sheet

Top 10 Interview Questions - Cheat Sheet

And if you could only ask 10 questions, make sure it's these 10. A cheat sheet to explain why these are the killer things to probe.

Job Offer Template

Job Offer Template

You've selected your ideal candidate. Now use this template to make a formal offer.

Reference Questions

Reference Questions

A helpful template with questions to ask your selected candidate's previous employer and personal reference.

New Starter Process Checklist

New Starter Process Checklist

You've chosen your new employee. What next? This handy checklist takes you through each step.

Buying The Best Home For You (Infographic)

Buying The Best Home For You (Infographic)

Moving to a new home is an exciting time but it can be daunting. This infographic breaks down the house buying process into bitesize chunks.

Social Media Cheat Sheet

Social Media Cheat Sheet

This cheat sheet will guide you through how to set up the social media accounts for your business, on the three main social media channels.

Google My Business Cheat Sheet

Google My Business Cheat Sheet

Google My Business can help to elevate your online presence in terms of Search Engine Optimisation and visibility.

Moving House Checklist

Moving House Checklist

This handy moving house checklist walks your customers through all the main steps.

Gated Content Cheat Sheet

Gated Content Cheat Sheet

Gating content is a great way to gain leads while providing valuable content to your audience. Find out how.

Buy To Let Properties And Tax

Buy To Let Properties And Tax

Updated for 2021 - Our tax guide is an essential resource for brokers who want to keep landlords up-to-date about the changes that affect them. (PDF)

Buy To Let Properties And Tax (Word Version)

Buy To Let Properties And Tax (Word Version)

Updated for 2021 - Our tax guide is an essential resource for brokers who want to keep landlords up-to-date about the changes that affect them. (Word version)

Search Engine Optimisation (SEO) Checklist

Search Engine Optimisation (SEO) Checklist

Full SEO can sometimes be incredibly complicated but you can get off to a good start with this handy checklist.

Online Review Email Generator

Online Review Email Generator

Positive reviews are a great way of getting more business. Use our free review email generator to approach your customers.

CRM Systems - Which One Is Right For You?

CRM Systems - Which One Is Right For You?

There are lots of different CRM (customer relationship management) systems out there. Our cheat sheet helps you the pick the best one.

Press Release Template

Press Release Template

Creating a press release doesn't have to be difficult. Use our PR template to properly structure your press releases.

Client Qualifying Template - Customer Matrix

Client Qualifying Template - Customer Matrix

Working with the right type of clients is an important consideration. Use this template to develop your own customer matrix.

The Brokers Guide To Free Stock Imagery

The Brokers Guide To Free Stock Imagery

High quality imagery doesn't have to break the bank and there are lots of free resources out there. Here are our top free stock image sites for brokers.

7 Things Brokers Can Do Online To Generate More Leads

7 Things Brokers Can Do Online To Generate More Leads

Learn how to get better leads and quickly scale your business with our free guide.