Skip the slow first year. Start writing business sooner.

50 ready-to-use AI prompts, a lead generation playbook, fee and closing scripts, and the first-30-days plan I wish someone had handed me when I started. Written by a practising UK adviser and firm owner.

Act as an experienced UK mortgage adviser. Write a friendly follow-up email to a client who got a decision in principle three weeks ago but hasn't found a property yet. Under 120 words, no pressure, offer a 10-minute call, and remind them their DIP may need refreshing before they offer.

50 AI prompts

Fact-find prep, client follow-ups, objection handling, review reminders, social posts and plain-English explainers.

Lead generation playbook

12 low-cost ways to find your first clients, with what to say, who to approach and how to follow up.

First 90 days checklist

The habits, systems and weekly routine that get a new adviser from zero to a steady pipeline.

Protection conversations

Simple frameworks for raising protection on every mortgage case without it feeling like a hard sell.

My first 30 days

Exactly what I'd do in my first month if I started again, plus a time-blocked daily routine for high performance.

Charging fees with confidence

Example fee tiers, the exact words to introduce your fee and how to answer "can't I get it free?"

Closing without pushing

Five closing techniques with real mortgage examples, so clients decide with confidence.

From surviving to scaling

How to move from chasing deals to building a business that runs on systems, not just effort.

Lewis Papa is the managing director of a veteran-owned UK mortgage and protection firm. He wrote over £1 million in sales as an adviser himself, then built a team of 30. This toolkit is everything he now gives new advisers in their first 90 days.