Dedicated to helping you win more mortgage leads!

No matter whether you’re a large or small mortgage firm, we’re here to support all mortgage advisers do what you do best – advise! 

We want mortgage advisers to grow with us by providing solutions that will give their business a competitive advantage, save time and reduce administrative burdens.

Whether that’s exclusive offers from our panel of over 100 lenders, our ability to provide early payment on exchange when it comes to proc fees, or free mortgage tech to win more mortgage leads, our team of experts have got you covered.

Our mortgage club member benefits include:

 

Mortgage criteria and affordability tools

SmartrCriteria

Our free to use affordability and criteria tools have been developed to help mortgage advisers find accurate lender matches for your clients quickly and with ease, removing the need to search multiple lender websites and saving you valuable time. 

Our SmartrCriteria tool gives access to over 1 million lender outcomes from over 100 lenders across residential, buy-to-let, later life, bridging and second charge.

SmartrFit

Our latest software innovation SmartrFit, combines an affordability calculator with SmartrCriteria and product matching, providing brokers with accurate and powerful research outcomes in just a few clicks from a single system.

Want to know more about our latest software innovation SmartrFit?

SmartrFit Launch video

What our users say...

Harvi Claire

Mortgage & Protection Adviser - Butterfly Financial Services Limited

"SmartrFit saves me time and I really like how you can easily add SmartrCriteria to it now"

Christine Hosie

Mortgage and Protection Adviser - Mortgage Advice Bureau

"SmartrFit is a great tool to save time sourcing affordability, rather than filling out the same information multiple times"

CRM for Mortgage Advisers

We’ve partnered with Smartr365 to bring you access to their complete end-to-end mortgage CRM software at either a discounted price or for free!

Rich with features to help you market your business, acquire more leads, capture your client information effectively and retain your customers with regular communication via email, and WhatsApp; you’ll not only never re-key data again, you’ll have the ability to grow your business at every stage of the buying process.

We’re offering the Smartr365 platform at a discounted rate of up to 100%, in exchange for providing us with an agreed lending volume. T&Cs apply*

Take a look at the downloadable Smartr365 platform brochure provided below.

Download Smartr365 brochure

 

 

Proc fee payment on exchange

We understand why getting your income fast is important to you.  That’s why we don’t just offer competitive proc fees and have a dedicated team to manage your payments, we also provide you with the ability to have early payment on exchange of contracts. Something that no other mortgage club offers!

Our new automated process is designed to ensure you submit the correct information first time, flagging any incomplete fields so we can make even faster payments. You’ll have complete visibility and see the status of all paid and pending claims for the last 3 months, to help you manage your income more effectively.  Our dedicated team are also always on hand to help with any queries and work hard to make sure we meet all our SLA’s.

What’s more our lender team work hard to build strong relationships with lenders and secure you exclusive and semi exclusive rates to give you that competitive edge, so you can simply earn more.

 

Need more information?

To find out more about our full range of benefits and why you should join our Mortgage Club download our booklet and key fact documents.

Information Booklet

Key Facts Page

Interested in joining?

To chat to our team of experts you can call us on 0345 300 0106, jump on our live chat or request a call back here

If you’re already working with us and hold a Legal & General agency number, you can sign up today by registering in ClubHub.

We may record and monitor calls. Call charges may vary.

 

 * Please note the level of discount applied will be subject to advisers meeting the eligibility threshold set by Legal & General, and all advisers who decide to use the incentive will be asked to sign up to a subsidised licence agreement with Legal & General. The agreement will outline terms of business including agreed eligibly thresholds and recoupment of software licence costs by Legal & General, should the thresholds not be met.  For more information please contact us.