Touchpoint Mortgage Adviser Digital Bundle.
FCA-compliant mortgage content, all year round
A complete stream of guides, factsheets, emails, and social content, everything your mortgage business needs to remain visible, build trust, save time, and attract more client enquiries.
The ultimate client content solution for mortgage advisers.
Managing and maintaining client communications is challenging, time-consuming, and costly.Many firms rely on ad-hoc updates or one-off campaigns, but these don’t keep you consistently visible or trusted.
Touchpoint solves this by giving you a ready-made stream of year-round, FCA-compliant mortgage content, the ultimate solution for keeping your clients informed, engaged, and connected while maximising your marketing budget.
With Touchpoint, you’ll quickly be able to:
- Fresh mortgage content every month, ready to share
- Engage clients with timely, relevant updates
- Save hours with done-for-you marketing
- Build trust with branded, compliant materials
- Maximise budget with an all-in-one solution
- Generate more client enquiries
On average, firms save 60% compared to sourcing this content themselves, obtaining professional, high-quality communications at a fraction of the cost.
Everything you’ll receive with Touchpoint.
With the Touchpoint Mortgage Digital Bundle, your firm receives a steady flow of client-ready, FCA-compliant communications, all personalised with your logo and details, so they appear to have come from your in-house team.
With Touchpoint, you’ll receive:
1.
Mortgage Finance.
Receive four branded publications each year exploring mortgage finance, market trends, and client-focused insights.
2.
Property Investment.
Stay connected with four annual publications on buy-to-let, HMOs, and wider investment opportunities.
3.
Selling Property.
Guide clients with four-yearly publications focusing on the process, challenges, and opportunities of selling property.
4.
Property Matters.
Engage clients with four publications each year addressing broader property issues, updates, and practical advice.
5.
Email Content.
Compliance-ready email updates to keep your clients engaged, informed, and connected throughout the year.
6.
Social Media Content.
Pre-written, branded posts you can share across channels to maintain a consistent, professional presence.
Each mortgage touchpoint bundle is fully personalised with your company logo, name, contact details, and regulatory details on the front cover.
Each publication series is colour-branded throughout and designed to reflect your firm’s professional identity.
All personalised Touchpoint Mortgage Digital Bundles also include support email templates and suggestions for repurposing content across your website, blog, and social media channels, helping you share client communications effectively and consistently.
Built for mortgage advisers, trusted by clients.
“Touchpoint makes client communication simple. The content is professional, compliant, and has helped us build stronger relationships while generating more enquiries.”
Dan Mules, Director, Fitch & Fitch
“The Mortgage Touchpoint Bundle has made our client communications effortless. The content is always on time, easy to share, and perfectly aligned with compliance requirements. It’s given us the confidence to stay visible all year round.”
James Harper, Managing Director, Stonebridge & Co. Mortgages
Pricing.
- Initial Setup Fee FOC (saving £497) includes personalisation artwork
- Monthly Fee £127 by monthly Direct Debit, with the first payment taken by card
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Discounts available for multiple options:
1 product option: £127 per month
2 product options: £197 per month
3 product options: £277 per month
4 product options: £347 per month - Subscription Term 12 months minimum
VAT not applicable
Select the Touchpoint Mortgage Digital Bundle option that fits your firm today, then focus on advising while we handle your content requirements.
Never run out of mortgage content again.
One-off campaigns leave gaps that allow clients to forget your firm. Touchpoint keeps you visible all year round, delivering fresh, compliant content every month so you always have something timely to share.
This means you can:
- Always have client-ready mortgage updates
- Stay front of mind when competitors go quiet
- Build stronger loyalty through consistent communication
FREQUENTLY ASKED QUESTIONS
How often will I receive new content?
You’ll receive a consistent flow of mortgage content throughout the year, including market updates, homebuyer guides, remortgage prompts, factsheets, emails, social content, and print-ready materials.
Is the content personalised for my firm?
Yes. All Touchpoint materials are personalised with your logo, business name, contact details, and FCA-compliant information, so they appear to have been created directly by your in-house team.
Do I need design or technical skills to use the content?
Not at all. Everything is supplied branded and ready to share across email, social media, your website, or in print.
How does Touchpoint help with compliance?
All content is created with FCA compliance in mind, including required disclosures, so you can share confidently with clients.
What types of topics are covered?
Mortgage-specific content covering the homebuying process, affordability, remortgaging, rate changes, and ongoing client education.
What’s included in the monthly fee?
Your £127 monthly subscription covers all publications, branding, compliance details, and ongoing support.
Can I cancel at any time?
The minimum subscription term is 12 months, ensuring you have a full year of client-ready communications.
How much time will this save me?
Mortgage advisers tell us that Touchpoint saves them hours every month, eliminating the need to write, design, or scramble for ideas.
How does Touchpoint compare to sourcing content individually?
Can the materials be used online and offline?
Yes. Every item is designed for flexibility. You can publish content online, send it by email, or print it for meetings and events.
Ready to keep your clients engaged all year round?
The Touchpoint Mortgage Digital Bundle is the simplest way to deliver consistent, compliant, and client-focused content, without stretching your time or budget.
