How much does a mortgage broker charge?

Broker fees commonly run from around £349 for a remortgage to £599 for a second or holiday home, with first-time buyer and home mover cases in between. Complex circumstances usually carry an additional fee.

Why do self-employed applications cost more?

They take more work. Self-employed, adverse credit and complex income cases need more documentation, more lender research and more back-and-forth, so most brokers apply an additional fee, typically £150 to £250.

Can I capture protection interest at the same time?

Yes, and you should. This template includes tick-boxes for life and critical illness, buildings and contents, and income protection, so a mortgage enquiry doubles as a protection lead without an extra conversation.

Does an instant fee estimate put clients off?

The opposite, usually. Fee transparency is a differentiator in broking, and someone who sees the number and still enquires is a far warmer lead than someone who has to ask.

Is there a downloadable mortgage broker quote template?

Yes. As well as the free online version, you can buy the mortgage broker quote pack as a spreadsheet for £7. It opens in Excel, Google Sheets or Apple Numbers, with the pricing maths already built in and a branded quote you can export to PDF. Buy once and it's yours to keep.

Mortgage Broker quote template

Name: Mortgage Broker quote template
Brand: Quotify
Availability: InStock

Quote broker fees by mortgage type and circumstances, with protection and fast-track add-ons.

Use this template I already have an account

Professional Services· 3 questions· options + add-ons· Instant quote

Just want the spreadsheet? £7 Excel with the pricing built in, plus a printable PDF. No account needed.

The actual form ↓ LIVE DEMO

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Nothing's submitted — pricing recalculates on every answer, exactly as a customer would see it. Open full screen →

Start from this template ✦ Customise it to your pricing ✦ Conditional logic built in ✦ Instant customer quotes ✦ Embed on any website ✦ Capture every lead ✦ No code required ✦ Live in minutes ✦

01 3 questions pre-built

02 Real-time pricing logic

03 Customer-facing PDF estimate

04 Instant email notifications

05 Fully customisable pricing

About this template

Clients compare brokers on fees they cannot see. Being the one who shows the number, and shows why a self-employed case costs more, is a quicker route to trust than another page about whole-of-market access.

Broker fees vary by case type and by how complicated the client is, which makes them awkward to publish and awkward to explain. This template prices both up front and captures protection interest at the same time.

Who it's for

Mortgage brokers, independent financial advisers and protection specialists handling residential, buy-to-let and specialist cases.

What the form asks

3 questions by default, branching where the job needs it. Extend with any of Quotify's supported question types .

Q1 Choice

What do you need? First-time buyer mortgage · Home mover · Remortgage · Buy-to-let · Second / holiday home

Q2 Choice

Your circumstances Employed, straightforward · Self-employed · Adverse credit · Complex income / multiple sources

Q3 Multi-select

Also interested in Life & critical illness review · Buildings & contents insurance · Income protection · Fast-track / urgent application

Make it yours in three moves

01 Set your prices Plug in your own per-job fixed prices and hourly rate, so the numbers are yours from the first enquiry.

02 Add your uplifts Callout fees, urgency multipliers and any add-on or parts pricing, layered on top of your base rates.

03 Put it to work Embed it on your website or share a direct link in listings, local groups and DMs.

Not quite your trade? Describe your business and Quotify builds you a form from scratch.

Use this template Free to start · no card needed

Your questions, answered

Last updated 5 August 2026

01 How much does a mortgage broker charge?

Broker fees commonly run from around £349 for a remortgage to £599 for a second or holiday home, with first-time buyer and home mover cases in between. Complex circumstances usually carry an additional fee.
02 Why do self-employed applications cost more?

They take more work. Self-employed, adverse credit and complex income cases need more documentation, more lender research and more back-and-forth, so most brokers apply an additional fee, typically £150 to £250.
03 Can I capture protection interest at the same time?

Yes, and you should. This template includes tick-boxes for life and critical illness, buildings and contents, and income protection, so a mortgage enquiry doubles as a protection lead without an extra conversation.
04 Does an instant fee estimate put clients off?

The opposite, usually. Fee transparency is a differentiator in broking, and someone who sees the number and still enquires is a far warmer lead than someone who has to ask.
05 Is there a downloadable mortgage broker quote template?

Yes. As well as the free online version, you can buy the mortgage broker quote pack as a spreadsheet for £7. It opens in Excel, Google Sheets or Apple Numbers, with the pricing maths already built in and a branded quote you can export to PDF. Buy once and it's yours to keep.

Start from our Mortgage Broker template.

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