A mortgage partner you can trust with your clients.
If you're an estate agent, solicitor, accountant or other professional who regularly introduces clients for mortgage advice, we can help you provide a responsive, reliable service from the first enquiry through to mortgage completion.
Our partnership service is designed to make the process easier for you and your clients, with dedicated support, regular updates and experienced mortgage advisers.
Keep your clients moving forward.
Introduce your clients to an experienced mortgage adviser while keeping communication and support straightforward.
Mortgage support that complements your service.
Your clients expect a high standard of service from you. Our partnership service is designed to make sure the mortgage side of their journey receives the same level of care.
Estate agents
Give buyers access to responsive mortgage advice while keeping the property transaction moving. We can keep you updated as their mortgage progresses.
Solicitors
Help your clients access mortgage advice from experienced advisers who understand the importance of communication and keeping transactions on track.
Accountants
Provide clients with access to mortgage advice that takes their wider financial circumstances into account, including more complex income situations.
Other organisations
If your organisation regularly works with people who need mortgage advice, we can discuss how a partnership could work around your clients and your business.
We know your reputation is on the line too.
When you introduce a client to a mortgage adviser, the service they receive reflects on you. That's why we focus on being responsive, professional and straightforward to deal with.
From the initial introduction through to the mortgage offer and completion, we aim to keep both you and your client informed about what is happening.
Responsive mortgage advisers
Your clients can speak with qualified mortgage advisers who understand the importance of timely communication.
Weekly reports
Keep track of referred clients with regular updates on the progress of their mortgage.
Dedicated account managers
Have a clear point of contact who understands your business and your partnership.
Fee-sharing
We can discuss fee-sharing arrangements as part of your partnership, depending on the nature of the relationship.
A simple process for you and your clients.
We keep the referral process straightforward so you can introduce clients with confidence and get on with looking after the rest of their needs.
Introduce your client
Send us the details of a client who would benefit from mortgage advice and we'll take it from there.
We make contact
One of our advisers will contact your client to understand their circumstances and what they're looking to achieve.
Advice and application
We'll explain the available mortgage options and support your client through the application process.
Keep you updated
Regular reporting helps you stay informed about the progress of your referred clients.
Let's talk about working together.
If you'd like to find out more about our mortgage partnership service, complete the enquiry form and we'll get in touch.
We can explain how the partnership works, discuss your requirements and answer any questions you have before you decide whether it's right for your business.
Tell us about your business.
Complete the form below and we'll get back to you to discuss becoming a mortgage partner.
Give your clients mortgage advice they can rely on.
A strong mortgage partner can make your service more valuable to your clients while giving you confidence that their mortgage needs are being looked after.
Become A Mortgage Partner