Our Proposition

Are you missing out on extra income?

Do you feel you are kept out of the loop ?
Are you not appreciated and getting paid regularly for your introductions?

If you can answer yes to one of those questions then you need to be talking to Mortgage introducers

Estate Agents

This service is ideal for you. You are able to provide a better more streamlined service to your clients as you are up to speed with the progression of the mortgage. You will be able to track the processing of the mortgage from introduction through to completion. Not only will you know at the outset what is being paid to you but you will know when it is being paid. You will also be paid on ancillary products. You have no compliance burden and no further liabilities

Letting Agents

We can help your landlords looking to remortgage to better rates, use equity from existing properties for new purchases, quote for buildings and contents insurance, tenant’s contents insurance, legal expenses and rental guarantee cover. We can compare utilities, provide tenants cover to ensure the rent can be paid in times of hardship. Our service will look after your landlords best interests while you receive a percentage on any business conducted.

Independent Financial Advisers

If you specialise in Pensions and investments you may not have the time or inclination or indeed the permissions to provide mortgage advice. You can also ringfence your clients to prevent advisers who recommend on mortgages poaching your existing business.

Mortgage Brokers

If this is your niche you may be unable to advise on pensions and investments you can protect your clients by recommending them to us. An IFA giving them a pension review may also remortgage or rebroke their insurances. Our no cross sell agreement gives you peace of mind.

Accountants

Your self employed clients may be finding it tough to purchase  or remortgage their properties at the moment. Criteria has changed over the last few years and the evaluation of self employed applicants has become more stringent. As whole of market advisers we can offer your clients advice on the feasibility of any property projects they may have – Whether residential or commercial.

Will Writers

As part of your remit when writing the clients will you may need to provide inheritance tax planning. By suggesting a financial review to your clients we can look at ways of offsetting your clients IHT liability we also may be able to provide more competitive or more appropriate products than their existing provisions.

Debt Management Companies

Budget assessment includes mortgages, loans, utilities, life insurance, buildings and contents, etc we look at reducing these outgoings for your client to allow a greater contribution to their plan.

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Introducer Benefits

As an Introducer, you will benefit because:

You receive a share of income generated from all business transacted, whenever that may be, so repeat business from the client generates you even more profit.
We take all the compliance responsibility and liability away from you.
You will receive regular updates as cases progress
You will receive payment straight into your bank account within 48 hours of us receiving the due payment.

Your clients will benefit because:

They will receive expert advice from experts in residential and commercial mortgages & re-mortgages, Buy to Let mortgages, adverse credit mortgages, and associated protection arrangements.
Access to exclusive mortgage deals.
Access to lenders not available to the general public.
Can be done on the phone or by email with no home visit necessary.
Although clients can be visited in their own home after normal working hours if required
You only need to let us have your client’s name and telephone number as a minimum (with their approval, of course), and we will do the rest.

> Market leading level of commission for all products.
> Online case tracking and status updates.
> Whole of the market mortgage and general insurance quotes.
> A pro active nationwide network of independent mortgage advisers, brokers and intermediaries.
> Faster Payout: Payment by BACS or cheque within 48 hours of receipt.
> Direct point of contact for assistance with referrals.
> Wide range of products to introduce: Bridging Loans, Business, Commercial and Secured Loans, Mortgages and Remortgages, Developer and Landlord Finance, Debt Management, Building and Contents Insurance, Mortgage Payment Protection, Accident and Sickness (ASU), Life Assurance Conveyancing, PPI claims, Utility bills etc.

REGISTERING:

You register on the site and we provide you with login details.
We will also email, fax or post you the Introducer Agreement form to sign and return the form to us.
You can start submitting cases within an hour of registering!

 

 

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Your Clients in Safe Hands

aboutus

We know how important your clients are and any recommendation or introduction is a reflection on your company

The foundation of our business is a dedication to customer service

It is essential that any business relationships are not detrimental to your core business

Our aim is to build meaningful mutually beneficial partnerships with local introducers

We have an unblemished 21 years in financial services from the testimonials on the site you can see we have many satisfied clients

We are a forward thinking innovative brand yet have old fashioned values and principles when dealing with clients

Overall we believe that our service will enhance your proposition

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Online Case Tracking

Benefit from at a glance tracking

You can see where the case is @ – what is required – and be kept in the loop

Clearer – smarter – simpler – quicker

Saves time – no need to call for case updates

 • Real-time view – data is updated daily

• Always available – online 24/7 – 365 days a year.

• Automatic alerts – direct to your inbox when key stages are complete.

• 360 degree view – log on to see the status of all cases at the same time.

• Facilitates troubleshooting – highlights areas needing attention.

• Avoids paperwork – keeps you up-to-date without needing written notes of conversations and provides audit notes from start to finish

• Better service – helps you keep clients informed at every stage of the application process.

You can add case notes, upload documents, request further information

Key milestone stages:

Lead

Appointment

Application / business submitted

Valuation – for mortgages only

Offer – for mortgages only

Completion

Payment

 

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