Skip the slow first year. Start writing business sooner.
50 ready-to-use AI prompts, a lead generation playbook, fee and closing scripts, and the first-30-days plan I wish someone had handed me when I started. Written by a practising UK adviser and firm owner.
Act as an experienced UK mortgage adviser. Write a friendly follow-up email to a client who got a decision in principle three weeks ago but hasn't found a property yet. Under 120 words, no pressure, offer a 10-minute call, and remind them their DIP may need refreshing before they offer.
What's inside
Ten practical chapters you can use from day one. Here's what you get.
50 AI prompts
Fact-find prep, client follow-ups, objection handling, review reminders, social posts and plain-English explainers.
Lead generation playbook
12 low-cost ways to find your first clients, with what to say, who to approach and how to follow up.
First 90 days checklist
The habits, systems and weekly routine that get a new adviser from zero to a steady pipeline.
Protection conversations
Simple frameworks for raising protection on every mortgage case without it feeling like a hard sell.
My first 30 days
Exactly what I'd do in my first month if I started again, plus a time-blocked daily routine for high performance.
Charging fees with confidence
Example fee tiers, the exact words to introduce your fee and how to answer "can't I get it free?"
Closing without pushing
Five closing techniques with real mortgage examples, so clients decide with confidence.
From surviving to scaling
How to move from chasing deals to building a business that runs on systems, not just effort.
A taste of the lead gen playbook
- Building a referral partnership with one local estate agent
- Rate-expiry campaigns that bring old clients back every year
- Accountants as a steady source of self-employed clients
- Useful posts for local community groups that don't feel like ads
- Getting reviews on your Google Business Profile from week one
- New-build developments and housebuilder sales teams
Who it's for
- Newly qualified advisers in their first two years
- Trainees working towards CeMAP or CF6
- Employed advisers moving to self-employed
- Anyone who wants to use AI to save admin time
About the author
Lewis Papa is the managing director of a veteran-owned UK mortgage and protection firm. He wrote over £1 million in sales as an adviser himself, then built a team of 30. This toolkit is everything he now gives new advisers in their first 90 days.
The CeMAP Revision Guide
Plain-English revision for all three CeMAP modules, written by a practising adviser who hires and trains new advisers. 42 pages, built around how people actually pass first time.
Module 1 (FRE1 and FRE2), Module 2 (MRT1 and MRT2) and Module 3, based on the current LIBF syllabus.
With full explanations, plus a worked Module 3 case study so the format feels familiar before exam day.
Where people lose marks, how to pace each exam, and a 10-week plan for studying around a full-time job.
Tax, stamp duty in England, Scotland and Wales, FSCS and Ombudsman limits, benefits, plus memory aids and a glossary.
Independent revision material, not produced or endorsed by The London Institute of Banking & Finance. CeMAP® is a registered trademark of LIBF. Use it alongside your official study text.
Choose your download
One-off payment. Download link sent straight to your inbox.
50 AI prompts, the lead gen playbook, fee and closing scripts, and the first-30-days plan.
Buy the toolkit — £29Both downloads. Pass CeMAP, then hit the ground running in your first 90 days.
Buy the bundle — £39All three CeMAP modules in plain English, with 50 practice questions and exam technique.
Buy the guide — £19Questions
How do I get it?
Straight after payment you'll get a download link for the PDF by email.
Which AI tools do the prompts work with?
Any of the main assistants, including ChatGPT, Claude and Copilot.
Can I get a refund?
Because this is an instant digital download, at checkout you'll agree to get immediate access and acknowledge that this means you lose your 14-day right to cancel once the download starts. If there's ever a problem with your file, email us and we'll put it right.
Is the CeMAP guide official LIBF material?
No. It's independent revision material written by a practising adviser, and it isn't produced or endorsed by The London Institute of Banking & Finance. Use it alongside your official LIBF study text.