Give clients a clear introduction
Introduce buyers, sellers and other clients who want to discuss their mortgage or protection needs. More Financial handles the advice; your team makes the introduction with the client’s permission.
For estate & letting agents
A mortgage partner that works with your agency.
Bring together mortgage and protection advice from More Financial with a clear referral process for your team.
Your broker, or a new partnership. A clearer way forward.
Find a mortgage partner
The details that make the difference.
Make appointments easier to arrange
Discuss adviser diary access, direct appointment booking and branded enquiry pages. Give clients a straightforward next step while keeping your agency connected to the process.
Keep your team informed
Agree how introductions are tracked and how relevant progress updates reach your branch. Establish clear responsibilities for follow-up from the outset.
Referral income, with clear terms
Discuss payment arrangements for initial mortgage introductions, remortgages and life insurance referrals. The agreed terms set out qualifying events, when payments become due and any cancellation or clawback conditions. Income is not guaranteed.
Help the branch make better introductions
More Financial’s existing partnership offer includes staff training and optional branded marketing support. We’ll agree the support, materials and rollout that suit your agency.
Find out whether we fit
Tell us about your branches, current mortgage arrangements and the support you need. We’ll explain the partnership and provide the proposed commercial terms before you commit.
Your next step
Your broker, or a new partnership.
Start with the route that fits your agency.