Partners — Estate Agents

A mortgage partner for estate agents and property professionals

When a buyer needs mortgage advice, the speed and quality of that first conversation reflects on your branch as much as ours. We treat every introduction as a transfer of trust and keep you informed as it progresses.

Frequently asked questions

Will you try to take my client away from the sale?

No. We arrange the mortgage — the property transaction remains entirely yours. Your client relationship is the one that originated the introduction, and we respect that.

Do I need to do anything technical to refer someone?

No — a name, phone number and a note is enough to start. You can add more detail later if you have it.

Can multiple people at my branch submit referrals?

Yes — once your branch has Partner Hub access, your relationship manager can add colleagues who need it.

Who this is for

  • Independent and branch-network estate agents
  • Sales negotiators handling offers on a chain of buyers
  • Lettings teams whose landlords are considering a purchase
  • New homes sales teams working alongside developers
  • Branch managers wanting a consistent partner across multiple offices

How it works

01

Introduce

Submit a referral through the Partner Hub, your unique referral link or a QR code at the branch — whichever fits your day.

02

We make contact

An adviser reaches out promptly and keeps the conversation professional and low-pressure.

03

You stay informed

Log in to the Partner Hub to see the agreed progress of your introduction, without us disclosing anything your client hasn't consented to share.

04

The sale proceeds

A mortgage-ready buyer means fewer chain collapses and a smoother path to exchange.