Introducer Referral Scheme

Your employee will book a video or a telephone call online, via your unique booking link, and select a convenient time. They can invite a partner or family member to the appointment also during the process.

Once an appointment is booked, a text message will be received, confirming the date and time and a link to a short online form. This will take a couple of minutes to complete but will save time later down the line.

An appointment will take approximately 45 minutes and we’ll be able to answer any questions and let them know if you qualify for a mortgage.

We are open and honest to first time buyers looking to get on the property ladder for the first time. Usually, they have saved up a 5% deposit or have help towards this from a family member.

Alternatively, we are highly experienced in helping your staff move up the property ladder or to review their remortgage options.

We work with a large number of mortgage lenders, most of which will take bonuses, commissions, overtime, dividends, maternity pay, recent pay increases, benefit income etc into account along with salary.

No, there are no fees to the employer or employee.

UK Moneyman receives the standard procuration from the mortgage lender along with life commission if an insurance policy is taken out.

Our typical fee for mortgage advice ranges from £299 to £699, so this is a big saving for your employees.

To make the scheme successful for all parties, regular promotion on newsletters, internal communications and/or payslips works well.

Often, companies have schemes such as voucher and discount schemes in place. Usually, you’re able to add custom perks to your dashboard. We’ll be able to help you with this.

Yes sure, we have local contact with specialists in financial advice, pension advice, investment advice, inheritance tax planning and equity release/later life mortgages.