Scale your mortgage brokerage.
Stop being the business. Start owning one.
A proven framework for qualified mortgage advisers ready to scale a firm that works around their lifestyle.
Build a scaleable asset, driven by predictable recurring revenue, where you're not needed in the day to day.
12 weeks. Live workshops. Small groups.
Twelve weeks to lay the foundations for the brokerage you actually want. Jamie and Sam share their playbook, tailor it to your business and help you implement it, so it sticks long after the programme ends.
Brokers ready to build something.
This is for you if
- You're self-employed.Your own AR or DA firm, with a team of 1 to 4.
- You're banking £5k–£15k a month.Writing good business and ready for the next step.
- You're open minded and willing to learn.You want to grow, and you'll put the work in.
- You want a lifestyle business, or a bigger one.Streamlined and simpler, or scaled up. Both work here.
- You want a business that doesn't need you daily.Built so it runs without you in the day to day.
This isn't for you if
- You haven't written a case yet and are still working through your qualifications.
- You're unwilling to be challenged or pushed outside your comfort zone.
- You rely on being told exactly what to do, rather than thinking critically for yourself.
- You're unwilling to raise your standards around clients, fees and delivery.
The 12-stage strategy.
Twelve stages every growing brokerage moves through. We'll work out where you are today, and focus on what moves your business forward next.
Get it off the ground
- 01Setting up & mindsetGet the foundations, and the owner’s mindset, right from day one.
- 02Selection of client typeGet clear on the clients you want, and why they choose you.
- 03Supply of leads & introducersBuild a steady flow of enquiries, and grow your network of introducers.
- 04Marketing & brandGet found, and turn visitors into clients.
Fill the diary, then convert it
- 05Networking & introducersWin introducer relationships that set you apart.
- 06Selling the serviceConvert more of the opportunities you already have.
- 07Client valueEarn more from every client, beyond the mortgage.
- 08Systems & softwareProcesses that keep running when you're not there.
Build something that runs without you
- 09RecruitmentHire the right people, at the right time.
- 10Scaling a teamGrow beyond doing everything yourself.
- 11ProfitabilityKnow exactly where your profit comes from.
- 12Ownership & exitBuild something you control, and could one day sell.
Two friends. Two businesses.
Jamie and Sam were friends from their employed days, and egged each other on to go it alone. In 2022 they both did — starting from almost the same point, with no business experience beforehand. Within four years, Jamie had built Strive Mortgages to a team of 7 and Sam had built The Mortgage and Protection Hub to a team of 8 — a combined team of 15, running lean, profitable businesses.
They've been bonded through business ever since, with different skill sets and some distinct crossovers.
Strive Mortgages Jamie Elvin
Runs Strive Mortgages — a team of seven and growing, completing around 50 mortgages a month, and one of the strongest firms in the south of England.
Built a predominantly online mortgage business bringing in 150–200 leads a month from Google and AI, at no lead cost, plus a chain of estate agents.
More about Jamie
Over 13 years advising — seven of them as an estate agency broker for a large corporate, and a high street bank before that.
Left employment, went out on his own, and built Strive from a one man band.
Now runs the business rather than writing the cases, and is a property landlord and investor.
The Mortgage and Protection Hub Sam Mason
Runs The Mortgage and Protection Hub, built from solo adviser to a full team within four years, on the back of a network of introducers, including high-end London estate agents and wealth firms.
A mortgage broker since he was 19 — the youngest ever at the large firm he started with.
More about Sam
An estate agency mortgage background and a stint at a high street bank before going out on his own.
Still in his twenties and further ahead than most advisers years older — a well-known name in the space, which opens doors for the people around him as well as himself.
Now focused on running and growing the firm, and holds shares in several other ventures.
We're running these businesses right now — not remembering what it was like.
A lot of people selling training to advisers did the job ten years ago, or never ran a business at all.
Both brokerages are live and both are still growing, so everything we teach is something we're using this year.
We'd rather build a community, connect people to the right contacts, and give something back.
Learn from our lessons instead of paying for them yourself.
Next cohort opening soon — limited spaces.
We've kissed a lot of frogs.
- We've made hires that didn't work.Wrong people, and the right people at the wrong time.
- We've burned through dozens of marketing agencies.Big promises, not a lot to show for it.
- We've bought leads that went nowhere.Money spent on leads that never converted.
- We've spent tens of thousands on ideas.Ideas that sounded great and never came off.
So you don't have to. Or at least kiss a few less.
And we're still doing it today — still writing, still hiring, still growing both businesses. The framework here is simply what we're doing this year, handed over while it's still current.
Get in the room with people ahead of you.
The biggest leaps in both our businesses came from sitting down with owners a few steps further along — people who'd already made the hires, built the systems and hit the numbers we were chasing.
Owners running bigger, more profitable firms. Honest conversations that saved us years of guesswork and more than a few expensive mistakes.
We still sit down with owners of larger brokerages. There's always another level, and always more to learn.
A room of like-minded brokerage owners, with two people who've done it recently. Everything we've learned, and everything we wish we'd had when we started.
What’s the return?
For most members, the programme pays for itself quickly. Based on what current members are achieving, a single extra completion can cover the entire investment several times over.
You bring the commitment, we bring the framework, the experience and the accountability to see it through.
The Scale course.
Scale
For self-employed advisers banking £5k–£15k a month, ready to build a business that doesn't need them in the day to day.
Join the waitlist for the next cohort
- 12 weekly live workshops — a remote video call with Jamie and Sam, 1–2 hours a week
- Small groups, so we get to know your business properly
- Interactive sessions — bring your own business, and Q&As throughout
- Sessions on leads, conversion, client value, systems, budgeting, hiring, and profit & exit
- Resources, templates, calculators and guides, plus every recording
- Introductions to our own network and partners
- Access to the community after week twelve
FAQs.
Is this for brokers starting from scratch?
No — this is for self-employed advisers already banking £5k–£15k a month who want to build a team and a business that doesn't need them daily. If you haven't gone on your own yet, join the waitlist anyway and tell us where you're at — we'll point you in the right direction.
Do I need to be qualified to join?
Yes — CeMAP or equivalent, or within six months of qualifying. Everything here assumes you can already write a case. We cover the business around the advice, not the advice itself.
Do I need to leave my network?
No. We'll show you how to work out what your current deal is genuinely worth. Plenty of members stay exactly where they are and simply negotiate better terms.
Why are you running this if you already have successful brokerages?
Because we've built businesses that don't need us in the day to day, and that's freed us up for ventures like this one. We've both had huge value from owners further along being open with us, so we've built the programme we wish we'd had. The aim is simple: to help you do exactly what we've done — build a profitable brokerage that runs without you.
How long is the programme, and when does it run?
Twelve weeks, one live workshop a week — a remote video call with both of us, 1–2 hours each time. They're interactive rather than a lecture — bring your own business, ask questions as we go, and there's a Q&A in every session. Everything is recorded and goes up afterwards if you can't make one live.
Is there any support between calls?
Yes. The community is active daily, and the fastest answers usually come from other members dealing with the same problem that week.
What kind of clients will this help me attract?
Whichever ones you choose. Some members specialise — contractors, self-employed, landlords, professionals — and others stay broad. Either way, we'll help you build the marketing, knowledge and introducer network around the clients you want.
Can we have a call before I sign up?
Of course. Join the waitlist and we'll get a call in the diary — tell us where the business is stuck and we'll tell you honestly whether this is the right thing for you, or what to go and do instead.
There's a ceiling on what one broker can write.
You'll hit it whether you want more money or your evenings back. Twelve weeks, and you'll know exactly what to do about it.
Join the waitlist