Just Mortgages and Just Wealth’s referral portal has referred over 750 shoppers for wider monetary recommendation because it was launched in September.
The platform goals to assist brokers referring shoppers to Just Wealth, Just Mortgages’ recommendation arm, for recommendation on pensions, financial savings, investments and safety.
It can be used inside Just Mortgages to attach shoppers to certified brokers to speak about fairness launch, industrial recommendation or business safety.
The platform permits brokers to “deliver a broader service to their clients” and generate further revenue.
To meet rising demand, the portal has been upgraded to “further streamline the referral process and deliver greater intelligence to both brokers and advisers”.
Brokers can preserve a “clear line of sight” by way of the referral course of and higher monitor outcomes, and Just Wealth advisers access a “higher quality of referral”.
Just Mortgages stated that by holding shoppers in-house, the goal is to return shoppers again to the unique referrer for the following remortgage interval or if their wants change.
Carl Parker (pictured), nationwide director at Just Mortgages, stated: “While we’ve actually seen a busy begin to the yr for mortgage business, it’s improbable to see that brokers are responding to different beneficial alternatives which are on the market to help shoppers.
“Just Refer has been a game-changer in connecting brokers with wealth advisers, allowing them to increase their value to the client and maximise opportunities identified as part of the fact-find.”
He added: “As brokers look past their conventional remit, it’s additionally been very profitable in matching brokers with those that have the mandatory {qualifications} to access new and profitable markets corresponding to industrial recommendation and business safety.
“It’s a great fit for those who might not get the full benefit of undertaking one of our licence courses, but want the opportunity to support clients in a deeper way and be part of that revenue share. The latest upgrades will only improve this service for all parties and encourage more brokers to realise this opportunity.”
Anna is a reporter for Mortgage Solutions and assistant editor for Specialist Lending Solutions, each B2B sister titles of YourMoney.com. She has labored as a journalist for over 4 years, initially within the specialty insurance coverage sector earlier than transferring onto mortgages.
