Scaling introducer partnerships without losing control. Commission tracking, isolated portals, and performance analytics.
Estate agents are the single largest source of mortgage referrals in the UK. A strong introducer network can transform a solo broker into a thriving firm. But scaling these relationships requires systems, not just relationships.
As your introducer network grows, manual tracking breaks down. You need to know: Which agents send the most referrals? What's the conversion rate per agent? Are commission payments accurate and timely? Which agents need nurturing?
The most effective firms give their introducers a dedicated portal where they can submit referrals, track case progress, and view commission statements. This reduces phone calls, builds trust, and makes your firm the easiest to work with.
Automate commission calculations based on agreed split structures. Track payments, generate statements, and maintain a complete audit trail. Late or incorrect commission payments are the fastest way to lose an introducer.
Rank introducers by volume, conversion rate, and revenue generated. Use this data to focus your relationship management efforts on the highest-value partnerships. Adviser IQ's reporting makes this effortless.
Book a demo to see the UK's most intelligent CRM for mortgage and protection advisers in action.