Email Mortgages sets up IFA referral service

Robyn Hall

March 16, 2010

The service is aimed at those advisers who do not currently offer in-house mortgage advice but are looking for a mortgage intermediary partner to deliver an ongoing professional service in this area.

By referring clients to Email Mortgages’ service, the adviser is able to maintain control over their client whilst ensuring they have access to appropriate, whole of market mortgage advice.

The service also provides the adviser with up-to-date information with regards to the process of the client’s case ensuring they are always kept in the loop. In signing up to this service the adviser is also able to earn a potentially lucrative income stream.

With the Email IFA referral service advisers introduce their client, with their full consent, to Email Mortgages. Once the introduction is made the clients are taken through the entire mortgage advice process online via email by one of Email Mortgages’ advisers. Clients gain access to professional, regulated mortgage advice with all the protections this brings plus they can be sure they have access to the best available deals in the marketplace.

Michael White, chief executive of Email Mortgages, said: “This year we have seen a noticeable increase in mortgage enquiries aided by a much more competitive mortgage market with lenders showing greater appetite to provide finance in a number of product areas.

“We are aware that significant numbers of IFAs do not currently provide mortgage advice through their firms and many are looking for professional partners to ensure they can service this increase in mortgage enquiries and maintain a full holistic service to their clients.

“Email Mortgages’ referral service allows us to work closely with the IFA firm to deliver a high quality service with no fee payable by the client. Email Mortgages also ensures that the introducing adviser is briefed at all stages of the mortgage process allowing them to be in the loop every step of the way.

“Our proposition allows our team of experienced advisers to handle the entire mortgage process, from initial factfind to completion, through e-mail communication.

” Advisers introducing clients to Email Mortgages can be confident that their clients will be receiving appropriate advice and access to the best products on the market.

“By signing up to this affinity relationship with Email Mortgages, advisers are looking after their client’s mortgage finance needs and delivering a fully-rounded, holistic financial advice service.”

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