Credit advisers: first mortgage appointment

Buyers looking at property want to know quickly what they can borrow, and they browse in the evening and at weekends. A booking page lets them book a first appointment the moment they decide. With Book, buyers book a first mortgage appointment on your own booking page, and you book follow-ups from your list as the application moves.

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.

Durations are examples. Set your fees according to the rules that apply to you; an empty price is hidden.

Each online booking takes one place. For joint buyers, create a couple service with one place: one person books for both. Say in the description that both borrowers should attend.

Use the description to list what to have ready, such as recent payslips and the property details if a purchase is in progress, and how to send them after booking by your secure channel.

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Ask only for the project type, such as first home or remortgage, and the timeline. Say in the description not to put income figures or account details in the note.

Open evening and Saturday slots if buyers can't come during work hours. Slots repeat weekly on the weekdays you choose until an end date. For video, send your link by email: Book doesn't create video links.

After the first appointment, book follow-ups yourself from your bookings list. First and last name are enough; with their email, the client gets a confirmation with a calendar file. See the guide on follow-up meetings during an application.

Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't calculate loans, store documents, take payments or send reminders. One booking page per business, no staff field: with several advisers, create services per adviser. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.