Set Up a Property Investment Brokerage

Define what you broker and for whom, secure reliable deal supply, incorporate and put AML and redress arrangements in place, build a website and investor registration process, then run a consistent investor acquisition programme.

It depends on the activity. Introducing physical property investments is not automatically an FCA-regulated activity, but AML registration, redress scheme membership and — where opportunities are structured as financial investments — financial promotion rules can all apply. Take advice on your specific model.

Developers with unsold stock, agents, auctions, sourcing partners and direct-to-vendor campaigns. Most brokerages start with one strong supply relationship.

Typically a sourcing or introduction fee per transaction, a percentage of purchase price, or a packaging fee paid by the developer. Fees must be disclosed clearly to the paying party.

A specific lead magnet, paid social and search, educational content, webinars and referrals — with criteria captured at registration so you can match opportunities quickly.

Location, price, strategy, projected gross and net yield, assumptions behind the numbers, costs, tenure, risks and next steps. Understated, evidenced numbers convert better than optimistic ones.

Keep educational and strategy content public and indexable; gate only detailed financial packs. Fully gated sites cannot rank.

It is strongly advisable, and often required by partners. Discuss cover with a broker who understands property introductions.

A CRM with investor criteria fields, deal packaging templates, e-signature, document storage, email automation and analytics linked to your website.

Yes, and it is a common route — the agency already has landlords, data and local market knowledge. The new arm needs its own terms, fee disclosure and marketing.

Specialise. A brokerage known for one strategy or region in depth is far easier to market than a generalist deal list.

Losing supply, over-promising returns, inadequate due diligence, and marketing claims that cannot be substantiated.

Very. Investors research for weeks before enquiring, so ranking for strategy, region and comparison queries places you in front of them at the right time and at a stable cost.

The list-building phase can be part-time, but deal execution and investor follow-up are time-sensitive; most brokerages need dedicated resource once opportunities go live.

Fewer than most people assume — a few hundred correctly qualified investors with recorded criteria usually outperforms a list of thousands of unqualified sign-ups.

Clarity on what the business involves, plus introductions to property solicitors, tax advisers, finance specialists, surveyors, insurance, formation and marketing partners. We do not source deals or give legal or tax advice.

Most brokerages can be trading within four to twelve weeks, because the constraint is deal supply and investor demand rather than authorisation. The variables that move the timeline most are how quickly your website and tracking are built, and how long it takes to agree terms with suppliers or partners.

A lean launch is usually low five figures covering company setup, AML and insurance, website, CRM and initial investor acquisition. Costs depend on whether you build in-house or use external providers, how much you spend on customer acquisition in the first quarter, and the level of technology you need on day one.

Yes. A property investment brokerage needs a credible, fast website with clear service pages, proof of legitimacy, tracked enquiry forms and analytics. Without one you cannot run search, paid or referral acquisition properly, and buyers will struggle to verify you.

Often, yes. Existing businesses frequently add a property investment brokerage as a new department because they already have data, staff, customers or distribution. The usual work is a separate brand or landing page, separate tracking, defined processes and any approvals the new activity requires.

SET UP A is a business launch and growth platform. We help you understand what is involved, and we introduce you to the partners who deliver what you need — company formation, banking, accounting, insurance, compliance and legal, technology, industry specialists, and website and marketing support. We do not deliver those services ourselves, and we are not your regulator, lawyer or accountant.

Yes, through partners. We can introduce you to website development partners who handle conversion-focused page structure, enquiry forms, tracking and analytics. SET UP A does not build the site itself.

Yes, through partners. SEO specialists in our partner network cover technical foundations, page architecture, commercial page content and internal linking so the business can be found in Google, Bing and AI search results.

Yes. We can introduce lead generation and performance marketing specialists relevant to your model. Where an introduction generates a referral fee for SET UP A, that is disclosed.

You are not charged for being introduced to a partner. Some partner introductions may generate a commercial referral fee for SET UP A, paid by the partner. This is set out on our partner disclosure page.

Customer acquisition. Most launches over-invest in brand and under-invest in a repeatable way to generate enquiries, and they launch without tracking, so they cannot tell which channel produced revenue.

Yes. SET UP A is built for the UK market, so the guidance, terminology and partner categories reflect UK business practice.

Tell us what you want to set up, whether you already operate a business and when you want to launch. We will come back with the services, resources and partners relevant to launching a property investment brokerage.