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Do You Need A Form To Get Mortgage Leads? Featuring Lauren V Davis
Advisers Assemble - Mortgage Leads - Lead Generation For Financial Services · 2 ноября 2026 г. · 13 мин
We asked people what they love and hate about websites. This time it's Lauren V. Davis, founder of Lauren Davis Creative. Her pet hate is a little controversial for us, because most of the leads we generate come through contact forms. Alex and Stephanie play her clips and dig into what advisers can learn from them. What we cover: Why Lauren hates contact forms: it feels like talking to no one, and she expects robocalls and a pile of emails to follow. She tells the speakers she coaches to put their email address on their website instead Why that doesn't mean ditching the form: show a phone number clearly for people who want to talk now, and tell people what happens next (who will contact them, from which number, and whether by call or WhatsApp) Uncertainty kills deals. People like Lauren never reach your thank you page, so set expectations before they fill the form in A new experiment idea: a message that changes with the time someone arrives, showing how many advisers are in today and how quickly people usually get a call back Why live chat and WhatsApp buttons tend to bring in soft questions rather than people who want advice What Lauren loves: clarity. Tell her what you do, how to contact you and how to book a call, and make your bio about you, not a repeat of what the business does Our heading tests, where telling people the outcome in as few words as possible ("Get mortgage advice") won A demo call with a broker whose website looked slick and professional but got no leads, because the wording was confusing Faces win. Showing the adviser's photo gets more leads than not, and a relaxed photo of one adviser in a field with his alpacas gave a big uplift. Next up: corporate headshots against relaxed "real people" photos Spend less time on your design and more time on clarity. Lauren helps people with personal branding, social media and public speaking. Find her at @ldaviscreative . Brought to you by the team at The Lead Engine who specialise in generating mortgage leads .