As a leading UK mortgage brokerage, we invite chartered and certified accountants to join our mortgage referral partnership for accountants. If you’re looking to add a reliable revenue stream and deliver added value to your clients, this is the ideal opportunity.

Why work with us?

As an accountant you already advise clients on tax, business structure, cash flow, pensions and more. By introducing their mortgage, remortgage or buy-to-let needs to us, you:

  • Earn commission on every lead that completes a mortgage via us

  • Offer a full service to clients: from initial referral through to mortgage completion

  • Strengthen your value proposition by aligning with a specialist mortgage broker

    Referrals-based partnerships are increasingly common. For example, mortgage brokers publicly advertise introducer/referral schemes with tracking, transparency and shared commissions. 

How the partnership works

  1. Sign up — we’ll provide you with a simple agreement to become a referral partner.

  2. Refer your clients — you identify clients or contacts who need mortgage services (first-time buyer, remortgage, buy-to-let, self-employed director etc).

  3. We manage the process — from initial client introduction through lender sourcing, application, approval and completion.

  4. Track & receive commission — you’ll get regular updates on progress and a share of completed business.

    We follow a model similar to other introducer programmes: partners receive transparent tracking, marketing support and a revenue share. 

Benefits for your accounting firm

  • Additional income stream: By leveraging existing client relationships, you can generate referral income with minimal extra overhead.

  • Client retention & value-add: Offering mortgage referral services enhances your firm’s proposition and deepens client engagement.

  • Full compliance & professional service: We operate with full regulatory adherence (for mortgages and protection), giving you peace of mind.

  • Turn-key support: We provide co-branded materials, tracking dashboards, and a dedicated partner manager to make the process seamless.

As a leading UK mortgage brokerage, we invite chartered and certified accountants to join our mortgage referral partnership for accountants. If you’re looking to add a reliable revenue stream and deliver added value to your clients, this is the ideal opportunity.

Why work with us?

As an accountant you already advise clients on tax, business structure, cash flow, pensions and more. By introducing their mortgage, remortgage or buy-to-let needs to us, you:

  • Earn commission on every lead that completes a mortgage via us

  • Offer a full service to clients: from initial referral through to mortgage completion

  • Strengthen your value proposition by aligning with a specialist mortgage broker

    Referrals-based partnerships are increasingly common. For example, mortgage brokers publicly advertise introducer/referral schemes with tracking, transparency and shared commissions. 

How the partnership works

  1. Sign up — we’ll provide you with a simple agreement to become a referral partner.

  2. Refer your clients — you identify clients or contacts who need mortgage services (first-time buyer, remortgage, buy-to-let, self-employed director etc).

  3. We manage the process — from initial client introduction through lender sourcing, application, approval and completion.

  4. Track & receive commission — you’ll get regular updates on progress and a share of completed business.

    We follow a model similar to other introducer programmes: partners receive transparent tracking, marketing support and a revenue share. 

Benefits for your accounting firm

  • Additional income stream: By leveraging existing client relationships, you can generate referral income with minimal extra overhead.

  • Client retention & value-add: Offering mortgage referral services enhances your firm’s proposition and deepens client engagement.

  • Full compliance & professional service: We operate with full regulatory adherence (for mortgages and protection), giving you peace of mind.

  • Turn-key support: We provide co-branded materials, tracking dashboards, and a dedicated partner manager to make the process seamless.