Referral Pro

Referral Pro

Uncover new earning opportunities

Say yes to your clients more often with Referral Pro, the easy way to refer and earn.

 

 

approved and audited partners

Approved, audited partners

no cross or repeat sales

No cross or repeat sales

mortgages and insurance

Mortgages, insurance and more

competitive commission

Earn competitive commission

It’s a challenging market with ever-changing client needs. Many advisers are experiencing a
drop in income.

At the same time, Consumer Duty regulations mean it’s vital to enable financial goals rather
than turn people away.

You may feel you need to upskill, diversify and spend time forging new referral relationships.

With Legal & General Referral Pro, you can quickly say yes to a wider range of clients, uncovering new opportunities to meet the demands of today’s market.

 

  • Uncover new income opportunities and areas for growth.
  • Meet your Consumer Duty obligations by referring your clients easily when
    they come to you for help.
  • Stay across new earning opportunities with the latest client trends.
  • Access comprehensive referral areas, from complex and commercial
    mortgages to conveyancing, contents insurance and boiler cover, as well as other services to help your clients’ transactions run smoothly.

  • Refer to trusted partners and earn competitive commission.
  • Say yes quickly and with confidence to clients with specialist lending,
    insurance and protection needs.
  • Build your reputation and keep more clients by extending your services.

  • Refer straight away to trusted partners.
  • No need to register first.
  • Provide a faster service for your clients.

  • Earn up to 50% of the enhanced lender procuration, depending on the partner and the type of service that you choose.
  • Uncover new opportunities.
  • Find out more about each referral area.

  • Get to know our trusted partner network. See who we work with
  • Coming soon: look out for our ‘Advisers’ Choice’ badge, awarded to partners who rate exceptionally well in net promoter scoring and peer reviews.
  • Relax knowing our ‘no cross / repeat sale’ policy means you can be sure your customers remain yours. And we’re here to support you if something doesn’t go to plan. Get in touch.

Ready to refer?

Earn commission on specialist finance, conveyancing, insurance and more. Just fill in the referral form and your chosen referral partner will be in touch soon.

rhb-form-img.png

Specialist residential mortgages

Restricted mainstream lenders NEW

Complex buy-to-let mortgages

Second-charge mortgages

Bridging finance

Commercial mortgages

Commercial finance NEW

Development finance NEW

Overseas mortgages

High-value mortgages

Self-build mortgages

Later-life lending

Unsecured loans NEW

Conveyancing

Wills and trusts NEW

Home insurance NEW

Landlord Insurance NEW

Tenants insurance NEW

Life insurance NEW

Critical illness cover NEW

Income protection NEW

Business protection NEW

Private medical cover NEW

Specialist private medical cover NEW

Specialist property insurance NEW

Development site insurance NEW

Lender requirement insurance policy inclusions NEW

Household emergency and boiler cover NEW

Refer client now

Earn commission on specialist finance, conveyancing, insurance and more. Just fill in the form and your chosen referral partner will be in touch soon.

Refer client now form

* Required

This service is for Legal & General Mortgage Club members only.

Not registered yet? Find out how to join or request a callback.

 

For example: what is your client’s objective? Please do not provide personal information about your client at this stage.
Privacy policy *
Consent *

This website is designed to help professional mortgage and financial advisers diversify and develop their business, and shouldn’t be relied on by private investors, customers or any other persons. It remains the responsibility of the regulated firm or adviser using this service to select the partner they wish to work with, assess any client fees and commissions and to agree terms of business and or contracts directly with them. It is also the adviser’s responsibility to make sure that the information and/or advice provided by Legal & General’s referral partners provide is accurate and in line with FCA (Mortgages and Home Finance) conduct-of-business rules and guidance. If you’re unsure, you can contact our support team at referralpartnerservices@landg.com 

Advisers who are employed, are an appointed representative of a network and/or have contracts in place with any party linked to Legal & General who also have an interest in these referral areas should check their permission to use this service before engaging with any of our referral partners

Protecting your data

Learn more about how we collect, store and use your personal data in our Data Privacy Notice. This includes information about the General Data Protection Regulation (GDPR) and what it means for you – Privacy Notice.