Let 1st Call be your Last Call
Our offering for self employed Mortgage and Protection advisers is second to none.
- Low monthly costs
- Access to a large suite of tools to help you conduct compliant business
- Support from a wide team of industry specialists
- Great splits on all generated income
- Whole of Market offering for both Mortgage and Protection products, with access to three of the largest mortgage clubs to help place your business
What is the onboarding process?
We want to get you on board as quickly and smoothly as you want to move forwards. So what is our approach to onboarding?
Initial Chats
We will have a chat through our proposition, your experience and your expectations – to see if we are a good fit for each other. There are plenty of questions answered here on our website, but i’m sure you will have more!!
If we both feel there is something to explore, we will get started with the application form
The Application Process
We obviously follow the usual due-dilligence, so you can expect the normal documentary evidence you will be used to. We will also need to dig deeper into how you plan to gain your clients via a business plan – So we can make sure we are all set up for you to succeed
Don’t worry – we wont apply for references until we are both sure you are ready to go!
Initial Training and Guidance
Once we are at the point of referencing, we will start to introduce you to the team, and the systems we use – and get started with the initial training. You will be assigned a mentor to work through your route to gaining CAS with our firm, and we will make sure you are ready to go!
Off We Go!!
It’s time to get started. But our help and support doesn’t stop there. Our team consists of subject specialists – so if you find your self wanting to expand your knowledge (and your business) there are plenty here to help
The stuff you want to know!
The split depends on many factors. Your experience, the quality of your cases and the amount of income you generate. We start at a 60/40 split and work up to 85/15 in favour of the adviser.
Depending on your qualifications, we are able to access the whole of market for residential, buy to let and commercial mortgages, Life Insurance, General Insurance and Private Health Care. We also are able to write business protection and have referral routes for conveyancing, surveys and will writing.
We take care of compliance, back office tools, sourcing and support tools such as criteria searching, mobile app and more. We only charge for the tools you use, so depending on what you need but at the moment if you need all the tools its around £100 per month
Absolutely not – We have a wide range of protection providers on our panel and none of them load premiums.
We provide access to Assureweb, Solution Builder and UnderwriteMe to search the market too.
We pay weekly on business banked the previous week.
For mortgage income, you will get access to three mortgage clubs, with a range of payment on exchange or day of completion to get your income sooner.
Our insurance agency allows either indemnified or non-indemnified commission to help you plan for clawbacks if you wish
We have our own bespoke back office system that looks after case compliance, plus a suite of tools to help you source, write and manage cases for your clients.
- Access to Twenty7Tec and Ignite for Mortgage Sourcing
- Access to Assureweb and UnderwriteMe for Protection Sourcing
- Access to Solution Builder and Criteria Hub for additional sourcing needs (costs may apply)
- Own Branded App via BrokerIQ for client engagement and communication
- Click2Check for Credit Report and Open Banking Reports to assist qualifying your clients
- Sanctions Search for ID and AML checks
Plus a whole lot more!
What are you waiting for?
Lets Get StartedLets get started
For an informal chat, drop us an email or give us a call. Even if you arent ready right now, or you want to discuss the future we are ready to help!
We are always open to listening to what you need to make your business strong and work for everyone involved, so if our proposition isn’t quite everything you need, try us!
enquiries@1stcall4mortgages.co.uk
0800 0842285
