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Proposition development

Meet more of your clients’ needs and grow your business, with our extensive mortgage and protection solutions.

Mortgage and protection

Solutions to extend or diversify your proposition

Whether you’re looking to add more solutions to your offering, or you want to grow your existing business in certain areas, we’ve got you covered. Our extensive mortgage and protection solutions help you meet more of your clients’ needs with access to products, exclusive rates, resources and support.  

As the UK’s third largest mortgage club, we can provide access to a whole of market mortgage offering, including:

  • Competitive procuration fees
  • Exclusive and semi-exclusive rates across a wide range of lenders

Our relationships with specialist mortgage distributors mean we can also access solutions to your clients’ more complex requirements. And our dedicated helpdesk can help you with placement.

Learn more

Our later life offering helps you meet the varied needs of clients approaching, planning for, or already in later life. With our support you can:

  • Learn more about the market, education and qualifications
  • Access referral paths for equity release
  • Explore related ancillary paths

This comprehensive solution helps you meet your clients’ protection needs quickly and efficiently, while increasing your income stream. You’ll get:

  • Access to the best products and rates, plus dedicated support via leading providers
  • Leading tech to help you find efficiencies, thanks to our exclusive relationships with both Webline and iPipeline
  • Ongoing insight, learning, training and access to new and improved solutions with our extensive event programme

And for firms who don’t have the capacity to offer protection to all their clients, our referral service will make sure neither of you miss out. 

Our GI portal helps you select the right products for your clients and provide the very best cover for them. And because it gives you access to each provider’s point of sale systems, you can complete the process quickly and easily. 

We can also give you access to excellent commission rates. And if you need any help with placement or products, our GI helpdesk is on hand to help.

The demand for private medical insurance has increased significantly as NHS waiting times lead clients to look for treatment alternatives.

You can make sure your clients have the cover they need by using our referral service, in partnership with Usay Compare, the UK’s largest PMI specialist.

Usay makes comparing medical insurance simple by providing the best solutions and prices from many of the UK’s biggest providers, including Aviva, AXA, Vitality and BUPA.

Extensive

A huge range of protection products and whole-of-market mortgage options.

Supportive

The services, support and expertise you need to grow your business.

Exclusive

Access to products, rates and tech thanks to longstanding partnerships with specialist providers.

Flexible

Referral services that let you extend your offering to clients, without increasing capacity.

Get in touch

Request a call back

Give us a few details and we’ll give you a call.

Call us

Lines are open between 9am-5pm, Monday to Friday.

01484 439 100

Become a member

Contact our sales team to learn more about our membership options.

01484 439 100

(choose option 1)