One place to manage introductions
Give negotiators a clear route to introduce clients and track what happens next. Individual introducer dashboards and branch reporting help keep activity visible.
For estate & letting agents
Keep your broker. Improve your referral process.
Explore eAFLO as a standalone platform for estate agents who want a more organised way to work with their existing mortgage broker.
Your broker, or a new partnership. A clearer way forward.
Use your own broker
The details that make the difference.
Make booking the natural next step
Discuss connecting your adviser’s diary so your team can book appointments directly. We’ll check the booking and integration requirements with your broker before agreeing the setup.
See where the process needs attention
Use lead-status tracking to identify introductions awaiting follow-up and appointments that need attention. Agree who updates each stage, so reporting is useful to both sides.
Give your team a reason to stay involved
Use leagues and games to keep referral activity visible. Set rules that reward appropriate introductions and good client outcomes, with client choice central to the process.
Configured around your working relationship
In the demo, we’ll cover your branches, advisers, diary setup, reporting and required integrations. Standalone pricing, implementation and feature availability are confirmed after that discussion.
Does this include a mortgage adviser?
This route is for agencies using their own broker. If you need a mortgage partner as well as a referral process, explore the More Financial partnership.
Your next step
Your broker, or a new partnership.
Start with the route that fits your agency.