Lead generation for equity release
Consented equity release enquiries from older homeowners exploring their options, sent to one adviser per area, with a fee payable only when a client signs.
At a glance
- Model
- Pay on results
- Your leads
- Exclusive, one firm per area
- Cost to start
- Nothing up front
Equity release is one of the larger financial decisions a person can make, and the clients who reach this stage have usually been thinking about it for a long time. They want clear information, not a hard sell, and they need an adviser who is properly qualified and authorised to give regulated advice. For firms in this market, the cost is rarely finding people who are interested; it is filtering out enquiries that will not proceed and finding clients who are genuinely ready and eligible.
ROI Leads generates consented enquiries from homeowners aged 55 and over who have asked to speak to a specialist. Each enquiry goes to one equity release adviser in that area and nowhere else. The fee is a share of the completed case, agreed in advance, so there is no charge for conversations that do not result in a signed instruction. A quiet month leaves your costs exactly where they were.
What makes an equity release enquiry worth a case fee
Consent, eligibility and genuine intent. The homeowner has asked for information and agreed to be contacted by a regulated adviser. We confirm property ownership, approximate age and the nature of their interest before the enquiry leaves us. Because the fee is tied to signed clients rather than phone calls, there is no reason to send enquiries that are at the early curiosity stage. Fit matters as much as volume.
The work these leads cover
Real equity release enquiries across the jobs you take, filtered to your area before they reach you.
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Lifetime mortgage
Homeowners aged 55 and over releasing equity while retaining ownership of the property.
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Home reversion plan
Selling a share of the property in exchange for a lump sum or regular payments.
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Enhanced lifetime mortgage
Higher release amounts available to clients with certain medical or lifestyle factors.
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Equity release for debt clearance
Clients seeking to clear mortgages or other debts using property equity.
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Drawdown lifetime mortgage
Flexible release allowing clients to take funds in stages rather than a single lump sum.
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Later life mortgage advice
Regulated advice for clients over 55 weighing equity release against other lending options.
Equity Release leads across the UK
The same model runs city by city. A few of the areas live now:
Equity Release leads, answered
Are the enquiries from people who have already decided to proceed?
Not necessarily. Some clients are in an active decision stage; others are comparing options. What they all have in common is that they have asked to speak to a qualified adviser and have consented to contact. It is a conversation with a real prospect, not a cold call.
How is the fee calculated on an equity release case?
The fee is an agreed share of the commission or advice fee on the completed case. The exact percentage is set before you receive your first enquiry so you can model the arrangement against your typical case values.
Are the leads compliant with FCA requirements?
Enquiries are generated with clear consent to receive regulated advice and that consent record travels with the lead. You remain responsible for your own FCA-regulated advice process once the client is in your pipeline.
Ready for exclusive equity release leads?
Book a short call and we will set up your area and show you how the split works for the jobs you take.