Become a Mortgage Introducer
Standard Package (Introducer Pro) This is our standard Introducer membership in where you send us leads through this online portal, and we call your client to start our process. Your client has options to visit our offices, be seen face to face, over the phone, via email or Skype. We offer other membership options which include in-house advisor options and after a sustained period of success, a partnership membership. You can see these options in the tabs to the left.
Why do we pay so much ? It is simple, we pay you 40% in order to maintain you as an introducer, to make the effort from your side worth while and we understand you may also need to pay your own staff a %. If a relationship is established in where your firm deliver consistent mortgage referrals and our firm consistently signs up your referrals, then it is a profitable partnership for all parties. We would also like to grow with your business and working together can help us achieve this together.
What do we expect from you ? You must be a fully functioning Estate / Letting Agency or Property Investment Firm, with the correct structure in place, and with no reason for us not to transact business with you. We need you to sign up as an introducer in order for us to complete our due diligence and understand who you are. We want to ensure you are a functioning company that has the structure to provide good honest referrals.
How ? You can simply use the “Download Introducer Agreement” and “Register as an introducer” buttons below to send us your details.
Once we receive your registration we will start assessing your details and will come back to you. If successful we will provide you with the required links.
We would like to point out that our Introducer Service is for Estate & Letting Agents and Property Investment companies only and is completely geared up for providing these businesses the ultimate introducer programme, tailored around your busy Agency.
See the tabs to the left to understand the benefits of what we have to offer and the benefits you will receive. Once we have assessed your application and confirmed your eligibility, you can trial us by sending a lead using the “send lead” button above or below.
Introducer. (Sign up below)
- Register as an Introducer by signing digitally by clicking register below, or above
- Be issued with monthly statistics and a list of every lead you have submitted so you can keep track
- Receive stage updates e.g. “Mortgage offer issued”, “Exchanged”, “Completed”, “Proc fee received”, “Payment issued to Introducer”
- Book an Advisor to your office and much more
- No tie ins.
- Mentorship provided to new staff.
- Use us as little or as often as you like.
- Always receive the very best service.
- Trial us with one case. You will not be disappointed. SEND TEST LEAD (One off 50% Proc Fee Payment)
Lightning Contact to your Lead
On average we call your potential mortgage client within 10 minutes on receiving the lead, on all occasions.
We understand how important it is for a potential Mortgage client to be contacted in timely manor.
This is to avoid the client going elsewhere, and to maintain a high level of service for both client and introducer.
Every lead we receive not only comes through via email, but also by text, meaning if an Advisor is on the road, they can call the client using a click to dial text link and make that vital first point of contact. This, in our opinion is the most important part, even if it is just to acknowledge the clients request and arrange a time to discuss further.
As well as the client receiving a call very quickly, we will also update you straight after contact.
Effective communication is at the heart of our Introducer Service and an area we feel we are exceptional at. You will always receive updates even if it is just to touch base and let you know we have left a message with the client.
If we are not successful the first time, we have a consistent policy we use. Three phone calls and finally an email follow up. You will see we also “bcc” you in a lot of emails to keep you in the loop. It is our number one aim to provide constant updates in order to develop trust and a sustainable relationship of the highest level.
Receiving Your Proc Fee Payments
When it come to receiving payments for an Introduction, we do not mess about. We understand that receiving payment in a timely fashion is a massive part of this relationship and one which overtime produces trust and a solid foundation.
A commission run is done weekly, at the close of business every Friday. Payments from your introductions will be sent to your bank account. We will be in touch following your first completion to take details of your nominated bank account.
- Provide details of the full commission amount we have received from the lender
- Provide a commission statement for your records
- Pay with an “instant payment” method meaning payments should clear immediately
- Always give a high level of quality communication
- Are open to any questions at any time
We do not:
- Hold on to money when it is in from the lender
- Add on extra “charges” for administration
- Avoid calls / communication