What’s the Offer?
Our outsourced, integrated, strategy-led mortgage advice seamlessly complements your firm's broader financial services. By partnering with us, you gain access to expert mortgage solutions that align with your clients' long-term financial goals, without the burden of operational complexity.
3 Partnership Offers
Referral Only
This option is ideal for firms that prefer a hands-off approach while still adding significant value to their clients. By referring clients to us, your firm can confidently provide mortgage solutions without the need to manage the complexities of the mortgage process.
We handle everything—from initial consultations to final approvals—ensuring a seamless experience for your clients. This arrangement allows you to focus on your core services while still enhancing your value proposition, knowing your clients are in expert hands.
✓ Minimal effort required from your team.
✓ Maintain your focus on core advisory services.
✓ High-quality mortgage solutions provided by our experienced team.
Benefits
Revenue sharing
Designed for firms seeking a more involved role in the mortgage process, the Revenue Sharing option allows you to share in the revenue generated from broking activities.
In this collaborative model, we manage the majority of the work involved in delivering mortgage solutions, while you retain a greater share of control and profit.
This partnership enables your firm to enhance its service offerings and provide clients with comprehensive financial solutions, all while benefiting from a new revenue stream.
✓ Increased financial opportunities through shared revenue.
✓ Greater involvement in the mortgage process without overwhelming your resources.
✓ Strengthened client relationships through a more integrated service offering
Benefits
Joint Venture
The Joint Venture option is for firms that want to take full control of the mortgage process while leveraging our expertise.
We create a fully integrated, white-labelled mortgage solution under your brand, allowing you to offer in-house mortgage services without the operational burden. Our systems, processes, and dedicated teamwork behind the scenes to empower your firm, ensuring that your clients receive exceptional service and support.
This model not only enhances your brand but also positions you as a comprehensive financial solutions provider.
✓ Complete control over the mortgage process and client interactions.
✓ Customisation of services to align with your brand and client needs.
✓ Access to our industry expertise and resources, enabling you to deliver market leading mortgage solutions.
