For independent mortgage brokers · 1-10 employees

What is your client bank worth in 2026?

Run your client bank through the 2026 fixed-rate cliff in 60 seconds. Get your number, the full report, and your first 5 ready-to-call leads — free, no email.

Your client bank in 5 numbers

defaults set for UK

Client bank size (# of past clients)

Total clients from the last 3-5 years. Not your current pipeline.% approaching a fixed-rate cliff in the next 90 days

Of those past clients, how many are 0-90 days from a fixed-rate cliff?Average loan size (GBP)

Across the book. Round to the nearest 25,000.Procuration fee (bps)

bps

Procuration fee: typically 0.30-0.50% (30-50 bps). Product transfers pay ~0.20% (20 bps).Monthly outreach cadence

clients / month

How many past clients do you currently contact per month?

We use a 32% industry baseline for the share of un-contacted past clients who move to a new lender — industry band 25-40% (UK retention data, Broker Coach AU, Canadian renewal data). We show the conservative half.