Stop losing mortgage
cases you already
paid to generate.

You don't need to send us anything sensitive. For reactivation campaigns, we only need first name, email address and phone number — no financial details, no mortgage data, nothing that touches the application itself.

Before any data is transferred, we sign a Data Processing Agreement (DPA) with you. Under GDPR, you remain the data controller at all times — Restoke acts purely as a processor on your behalf. Your data is held securely, never shared with third parties, and deleted on request.

Yes — with an important distinction. Restoke produces drafts and automations that you control, not regulated outputs that go out without your oversight. Every suitability letter, file note and client communication is generated as a draft for your review. You remain the regulated professional. We handle the admin; you own the advice.

This is fully consistent with FCA guidance on AI use and the Consumer Duty requirements introduced in 2023, which place responsibility for good client outcomes on the broker — not the tools they use.

No. The AI models we use (via the Anthropic API) do not train on data submitted through the API — this is confirmed in Anthropic's data processing terms. Your client data is never used to train or improve any AI model. It is processed to perform the task, then discarded.

Restoke sends messages on your behalf, from your number or email address. To your clients, it looks exactly like you following up — because it is you following up, just automatically. No disclosure of AI is required for standard follow-up messages.

For call recording used in Scribe (Auto File Notes), clients should be notified that calls may be recorded — which most brokers already do as standard practice. We provide a compliant call recording disclosure template as part of onboarding.

Most single products are live within 3–5 business days. The full Restoke Overhaul (all six automations) typically takes 7–10 business days. We handle the entire build — you don't need to touch any software or learn any new tools. Your only job is a 45-minute onboarding call at the start and a sign-off call at the end.

No. Restoke runs in the background. Appointments appear in your existing calendar. Notifications come to your phone. You don't log into a dashboard or manage any system. Your workflow stays exactly the same — you just start seeing more appointments and fewer leads falling through the cracks.

Any response that requires human judgement — a complaint, an unusual query, a sensitive situation — is immediately flagged to you and removed from the automation sequence. The AI handles routine follow-up and qualification. Anything complex comes straight to you. You're never out of the loop on the conversations that matter.

Messages are sent from your name, your number, and your business. They're written in a natural, conversational tone — not like a robot. Most brokers find their leads respond better than they did to manual follow-up, precisely because the timing and consistency is better than any human can manage manually. Nobody is being deceived — you're just following up properly, at scale.

The Dead Lead Reactivation campaign typically produces responses within the first 7 days — brokers with a decent-sized database often see their first booked appointment within the first week. Ongoing automations like Automated Lead Follow-Up compound over time — the longer they run, the better they perform as the system learns your pipeline.

We only recommend products where the numbers make sense for your pipeline. That's the entire point of the Diagnostic — we show you the opportunity before you commit. If we don't think there's a clear ROI for you, we'll tell you. We're not interested in clients who don't get results. Our business only works if yours does.

Most CRM tools give you the infrastructure and expect you to build the system yourself. You set it up, you maintain it, you figure out the sequences — and three months later it's gathering dust because you didn't have time.

Restoke is a done-for-you service. We build it, configure it, test it, and run it. You don't manage a tool. You receive results.

Restoke was built with the independent broker in mind. Sole traders and small firms are often where the opportunity is biggest — you're generating leads but don't have the admin resource to follow up properly. You don't need a team for this to work. You just need a pipeline.

Monthly rolling contracts with 30 days notice. No lock-in, no exit fees. We're confident enough in the results that we don't need to trap you in a contract. The one-time products (Dead Lead Reactivation) have no ongoing commitment at all.

Fill in the form below and we'll send you your free personalised Diagnostic — showing you the estimated revenue sitting in your pipeline right now. No call required at this stage. If the numbers look interesting to you, we'll take it from there.