Explore more options
We look beyond the first loan estimate and review whether assets or another lender could support the purchase.
Help your client move forward.
Work with a mortgage team that can assess difficult cases and handle the financing process with you.
When the loan holds up the sale.
Your client has found a property, but the loan estimate is too low, their income is irregular, or a bank has declined the application. Before they walk away, we can review their wider financial position and assess other financing options.
Discuss a client’s caseWhy work with us?
Leave the follow-up to us
We coordinate the financing review, lender questions and application documents, so you can focus on your client and the transaction.
Stay informed
You and your client know who to contact, which documents are needed and where the application stands.
How referrals work
Discuss the case
Tell us the type of client, loan need and timing.
Make the introduction
Get your client’s agreement before sharing their contact details.
Agree the updates
Choose the contact person and what updates you and your client need.
Support the application
We help prepare documents and coordinate with the bank.
Questions about referrals
Can we discuss a case before I introduce my client?
Yes. Describe the loan need without sharing your client’s name or personal details.
How will I receive updates?
We agree the contact person, update schedule and what can be shared with you at the start, with the client’s consent.
Will you approach my client about other services?
Only with their agreement. A mortgage referral does not require your client to take up other services.
What are the referral terms?
We agree any referral fees, eligibility conditions and payment dates in writing before you refer.
Do you work with partners outside property agencies?
Yes. We also work with financial advisers, business owners and other professionals. Tell us about the clients you help.
Let’s work together.
Start with your role and company. We’ll discuss the types of clients you work with and the referral arrangement.
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