Estate Agent Partner Programme
Turn every buyer and seller into a long-term relationship — and recurring revenue — with FCA-regulated mortgage and protection reviews.
Your buyer and seller book is your firm's most underused asset. We help you stay relevant to every past client through whole-of-market mortgage advice and annual protection reviews — without adding to your workload.
What your clients need
- •A mortgage broker they actually trust during the offer
- •Help with remortgaging when their fixed rate ends
- •Life insurance and critical illness cover for the new mortgage
- •Income protection in case they can't work
- •Buildings & contents insurance from completion day
- •An ongoing relationship — not a one-off transaction
What we do for them
- Whole-of-market mortgage advice across 90+ lenders
- Defaqto 4-5 star protection panel
- Buildings & contents insurance set up for completion
- Annual mortgage, protection and home insurance review
- Specialist advice for BTL, new build, shared ownership and HNW clients
- Direct line to a named adviser for your clients and your team
What's in it for estate agents
Stay relevant to every past buyer and seller for years after the sale
Differentiate your offering from competing agencies
Reduce fall-throughs — buyers with a tied-in adviser progress faster
Commercial arrangements available on completed business, discussed individually
No regulatory burden — we hold the FCA permissions and do the advice
Branded handover materials available if useful
Recurring value for estate agents
Most estate agents lose contact with buyers the moment they hand over the keys. Our Annual Homeowner Review Programme keeps your firm in front of those clients every single year — driving repeat instructions, referrals, and new vendor leads from people who already trust your brand.
Each year we review their mortgage, life insurance, critical illness cover, income protection and buildings & contents insurance — keeping them protected and your firm relevant.
FAQs
How does the Estate Agent Partner Programme work?
We agree a simple, FCA-compliant introducer arrangement. You introduce buyers and sellers to us; we provide whole-of-market mortgage and protection advice and feed back at the right points. Each client we look after also goes into our Annual Review programme, keeping your firm front of mind.
Is there a fee or revenue share?
Commercial arrangements are available on completed business and discussed individually with each agency, within FCA and Primis Mortgage Network rules.
Will introducing clients add admin work for my negotiators?
No. A short warm intro by phone or email is all that's needed. We take it from there and keep you informed at the appropriate points.
Can you handle complex cases — self-employed, BTL, adverse credit?
Yes. As an Appointed Representative of Primis we have access to 90+ lenders including specialist and adverse-credit lenders, plus BTL, expat, bridging and equity release.
Do you cover protection as well as mortgages?
Yes — life insurance, critical illness cover, income protection and buildings & contents are a core part of every conversation, not an upsell.
Start the conversation
Tell us a little about your firm and we'll be in touch within two working days.
The Mortgage Genie is an Appointed Representative of First Complete Ltd, trading as Primis Mortgage Network, authorised and regulated by the Financial Conduct Authority. Partner relationships are documented in line with FCA requirements.