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Why partner with us?

When you refer clients to us, you:

  • Receive a share of commission for each completed case—without having to manage the mortgage process yourself.

  • Offer your clients access to specialist whole-of-market mortgage and protection advice via NeedingAdvice.

  • Strengthen your professional offering by aligning with a trusted brokerage, adding value to your business relationships.

  • Enjoy a streamlined process: we handle the application, lender sourcing, underwriting and completion, freeing you to focus on your core service.

How it Works – Simple & Transparent

  1. Sign up – Complete our partner registration form to become an affiliate or introducer.

  2. Refer a client – Send us your leads who need mortgage, remortgage, buy-to-let or protection solutions. You retain your relationship; we take care of the process.

  3. Track progress – We’ll keep you updated on your referred clients and status of their case.

  4. Get rewarded – Once your referred prospect completes the transaction, you receive your commission share as agreed.

Who is this for?

This programme is perfect for professional intermediaries such as:

  • Accountants, tax advisers and business consultants

  • Financial planners, wealth managers, IFAs

  • Solicitors, estate-agents, property professionals

  • Any business with existing client relationships that could benefit from mortgage & protection referrals

Benefits for Your Business

  • Extra income stream: You monetise introductions without taking on transactional processing.

  • Client retention & enhanced service: You can broaden your value proposition by recommending trusted mortgage & protection solutions.

  • Risk-managed partnership: We are a regulated and authorised brokerage, so you partner with a compliant, expert team.

  • Marketing support: We supply partner-ready assets and referral materials to make the process smooth and professional.

Getting Started – What You Need to Do

  • Fill out the contact/registration form on this page with your details and business profile.

  • Once approved, you’ll receive your unique referral link or partner code.

  • Begin referring clients and track each submission via your dashboard.

  • We’ll issue commission payments once referred cases complete—transparent and reliable.

Frequently Asked Questions

What types of referrals qualify?

Any client who needs mortgage advice (e.g., first-time buyer, remortgage, buy-to-let) or protection services such as life, critical illness, income protection.

Is there any cost to join?

No. The programme is free to register. You only earn when a referred case leads to completion.

How quickly do I get paid?

You’ll receive payment following the completion of your referred client’s transaction—timing will depend on the lender completion process.

Do I need to manage the client’s application?

No. We handle all the operational steps. Your role is introducing the client and maintaining your relationship; the transaction processing is managed by our brokerage team.

Ready to partner with us?

Complete the form below and a member of our partnerships team will reach out promptly to set up your account, provide your referral tracking link and discuss commission terms.

Let’s build a profitable and trusted referral relationship together.

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