01
Guided fact-find
AI-assisted interview captures everything our advisors need before the first call.
Partner programme
Refer customers with confidence — they get the full experience, you get visibility.
Share your personal introducer link or book on a customer's behalf. Every referral is attributed to you, with journey stage tracking — without access to sensitive fact-find detail.
What your customers experience
The same MortgageEasy customer journey — voice interview with Susan, typed chat, or instant booking with SMS confirmation. Powered by Mortgage Hub.
02
Book or call-back
Customers choose appointment slots or call-back windows that suit them.
03
SMS through the journey
Completion texts and booking confirmations keep customers informed.
Your introducer portal
Link
Shareable referral link
A unique URL credits every self-serve customer to you automatically.
Code
Company code
4-digit code lets colleagues join the same introducer company on the platform.
Book
Book for customers
Log a lead and open the advisor diary — referral recorded instantly.
SMS
Text booking links
Send a personalised link so customers pick a time on their phone.
Dash
Referral dashboard
Name, journey stage, lead source, advisor, days at stage and last contact.
Log
Manual lead logging
Capture name, phone and notes when you speak to someone directly.
How partnerships work
1
We set up your portal
Company profile, shareable link and optional company code for your team.
2
Share or book
Send your link, text an invite, or book an appointment yourself.
3
Track progress
Watch referrals move from not started through appointment, ID and AIP milestones.
Compliance note for introducers
Mortgage Hub will provide appropriate written terms for introducer arrangements. Introducers must not
hold themselves out as providing regulated mortgage advice unless separately authorised. Referral fees
and commissions are disclosed in line with FCA requirements.