Become an introducer

Ensuring your customers have everything they need in order to complete their property journey in a simple and hassle-free way is a vital part of running any estate agency business. A mortgage is a huge part of that property journey and at Mortgage Advice Bureau we work with our network of introducers to support their customer base.

Bringing the mortgage process in house to become part of the home buying experience can benefit both the end customer and the estate agency helps to ensure the mortgage doesn’t become an obstacle.

Working with over 1,600 estate agency branches across the UK, we are well established in the sector and work with estate agencies, employers and other affiliate organisations to add revenue and support the sales process with a tailored mortgage and protection advice service.

Introducer benefits:

As a Mortgage Advice Bureau introducer you will have a mortgage and protection adviser, based in your branch to support your customers through their property purchase. As a nationally recognised brand there are significant benefits to working with our network:

  • Our dedicated adviser recruitment team will help you source the right adviser to join you and your team
  • Our in house learning and development team provides bespoke training solutions to support and develop not only our advisers but to also work with you and your branch teams to help you capitalise on lead generation
  • Unrivalled point of sale and customer relationship management technology, delivered through Mortgage Advice Bureau’s proprietary system Midas, allowing electronic lead referral, the ability to track when the customer has been seen, the outcome of that meeting and details of any resulting valuation and mortgage offer
  • Through Midas, each manager can access all the data for their individual branch and the business owner can do so for the entire estate agency business. Commission statements and pipeline commissions can all be viewed online and can be filtered to highlight by team member to easily identify who referral incentives and payments need to be made to
  • The referral fees payable will not only add to your revenue but also serve to protect the house sale fee
  • You will also benefit from a comprehensive range of marketing initiatives and tools including online, email marketing posters, adverts, point of sale material, postcards and window vinyls.

Customer benefits:

  • Customers benefit from face-to-face and telephone advice at a time to suit their needs.
  • Each adviser can search thousands of mortgage deals to find the most suitable one for your customer’s circumstances and needs
  • We provide a full range of lifestyle and income protection cover to protect you from the unexpected
  • We cover all aspects of property-related lending including Help to Buy, buy-to-let, affordable housing schemes and many more.