Run every post through this before it goes anywhere. It's a simple way to sort what you post — line the thresholds up with your own network's rules, get it right before publishing, and social stops being scary.
No financial content at all. Local life, community, behind-the-scenes, you being a human. This is what grows your following — most brokers post far too little of it.
Factual information and education only. No call to action, no "here's what I can do for you". Needs the risk warning and your status disclosure.
Anything promotional: a call to action, client stories, "appointments available", any benefit-of-using-a-broker framing. Goes through your firm's or network's sign-off process before posting.
One test decides amber vs red: is there any call to action, or any "what a broker can do for you" framing? If yes — treat it as red and put it through sign-off first. Every network draws this line in its own place, so learn exactly where yours does.
Your home may be repossessed if you do not keep up repayments on your mortgage. On the image itself for graphics and carousels — not buried in the caption. If the post mentions mortgages and the warning isn't there, it doesn't go out.
Consolidating debt over a longer term can mean paying more overall — say so. Think carefully before securing other debts against your home.
Your firm's standard line — who you are, your network, FCA authorisation. Every amber and red post carries it. Set it once, use it everywhere, word-for-word.
"Act now" · "limited time" · "don't miss out" · "best rates guaranteed" · "cheapest" · "guaranteed approval" — and the quiet offer-killers "no obligation" and "no pressure". If it sounds like a market trader or a disclaimer, cut it.
Every figure needs a real source you could show your compliance officer — lender data, ONS, Bank of England, your own (anonymised, consented) cases. "Could save you £300 a month" with no source is how brokers end up in trouble. Vague and true beats specific and made-up.
The FCA's test, in plain English: would a real client understand it, and does it show the downside as well as the upside? Rates can rise. Deals end. Say so — it reads as honesty, and honesty converts better anyway.
Written consent, details changed so they're unidentifiable, and it still counts as promotional content that needs approval. A heart-warming completion post is still a financial promotion.
Through your network's process, approval reference kept with the post. If you'd struggle to produce the paper trail in a file check, it isn't approved.
Read it out loud. Does it sound like you talking to a client across the kitchen table — or like an advert? If your compliance officer and your favourite client would both be happy, post it.
Made for Brokers adds the warnings and disclosures itself, strips the banned phrases, and flags anything that needs your firm's or network's sign-off — before you ever see it. Set up around your network's own process when you join. Made by a practising UK broker. Founding 15 opens autumn 2026.
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