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.
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 clientThe Referral Process
You refer your client
Share their details and any details about their property search.
We help them choose a property
We talk through the process and compare suitable new-build options.
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.
Frequently Asked Questions
Let’s clear up a few things before you start
Explain who The Property Factory is, why you’re making the introduction and which details you’ll share. Get their agreement before submitting.
No. We start with why they’re buying and what they’ve considered, then explain new-build options. They don’t need a shortlist or a chosen city.
Request progress updates using the optional permission checkbox. Updates should only cover what your client has agreed can be shared. Your name and business are attached to the referral either way.
No new borrowing assessment is required by this referral. We work from the budget and conditions you share; you and the lender confirm the specific purchase.
Let us know in the note. The team can check the existing relationship and record your introduction without creating unnecessary duplicate contacts.
