Mortgage Broker Referral

You’ve Arranged Pre-approvalLet’s Help Them Buy

Introduce your client to our new-build property team. We’ll help them compare options and work towards a purchase. You stay their mortgage adviser.

Refer Your Client

Just the details we need for the first conversation.

Your client

Step 1 of 4

01

Your client

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02

The Details

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Add budget, timing or preferences optional
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Use the client’s purchase budget, not their loan amount. No chosen location is needed.

Anything else we should know? optional

No approval letters, income details or ID documents needed. Only share context your client has agreed to.

03

Your details

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Add your phone or branch optional
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Review summary

The handover is ready

The Property Factory has received your referral with the adviser details and contact instructions. This does not appoint an agent, create a transaction or add your client to marketing.

Refer another client
Something went wrong sending the referral. Please try again, or call 0800 888 704.

The Referral Process

1

You refer your client

Share their details and any details about their property search.

2

We help them choose a property

We talk through the process and compare suitable new-build options.

3

We help them buy, You handle the loan

Once they choose a property, we help with the purchase alongside their lawyer. You manage the lending through to settlement.

Questions?

We help with the purchase. You stay their adviser.

We'll help your clients purchase property. You manage lending, lender approval and drawdown. This referral does not move your client to another mortgage adviser.

Helpful Info

Frequently Asked Questions

Let’s clear up a few things before you start

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What should I tell my client?
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Do they need a property picked out?
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Will I be kept in the loop?
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Will you reassess their lending?
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What if they already know your team?