For agencies looking for a mortgage partnerMore Financial partnership
Free eAFLO setup and software subscription
A branded mortgage service backed by our advisers, with referral income for your agency and agreed reward campaigns for your team.
Explore the partnership → - Mortgage and protection adviser support
- Agency-branded dashboard, client self-service pages and FAQs
- Calls answered in your agreed mortgage service name
- Adviser diary access, lead tracking and branch reporting
- Additional adviser availability within agreed cover
- Team leagues, games and staff voucher incentive campaigns in your agreed setup
Subject to an agreed introducer partnership. Service scope, adviser cover and voucher or prize funding are confirmed in writing. Free refers to eAFLO setup and software; client mortgage advice may carry a fee.
Standalone · CoreThe referral essentials.
£75 per branch / month
Plus £500 one-off setup · VAT included
A clear referral process for your team and existing broker.
- Standard eAFLO dashboard
- Lead introductions and status tracking
- Adviser diary connection, subject to compatibility
- Branch activity reporting
- Standard setup and handover
Discuss Core →Your broker provides the advice and adviser availability. Agency branding, client pages and incentive campaigns are outside the Core package.
Standalone · BrandedYour agency’s client experience.
£149 per branch / month
Plus £995 one-off setup · VAT included
Everything in Core, with your agency identity and a client self-service journey.
- Agency-branded dashboard
- Branded client self-service page for booking and callback requests
- Service FAQs
- Branding setup and guided team onboarding
- Ongoing support within the scope set out in your proposal
Discuss Branded →Branding uses your supplied logo and colours. Page content, diary compatibility, onboarding and support scope are confirmed before setup. Custom development is quoted separately.
More Financial partnership · Agency income
What your agency can earn.
- Purchase mortgage completion
- £200
- Life insurance referral
- £125
- Remortgage procuration fee
- 10%
Qualifying referrals only. The 10% remortgage payment is separate from the £200 purchase mortgage completion payment. Your introducer agreement sets out qualifying events, payment timing and any cancellation or clawback conditions, including for life insurance. Referral income is not guaranteed. Staff vouchers are a separate, agreed incentive.