At Lendese, delivering an excellent client experience is essential. However, successful transactions rely on collaboration between all professionals involved.
For this reason, we have developed systems and processes designed to support our referral partners throughout the transaction.
We focus on ensuring buyers are properly qualified and financially capable of proceeding, helping reduce fall-through risk and keeping transactions moving.
Clear communication, efficient case handling and transparent reporting help ensure deals progress smoothly while saving time and reducing unnecessary administration.
Our Approach
Every referral we receive is treated as an extension of your professional relationship with your client.
Our role is to provide specialist lending advice while ensuring the solution supports the client’s wider financial position and long-term objectives.
Your client relationship always remains yours. We simply provide the specialist lending expertise required.
Who We Work With
We partner with professionals who regularly encounter clients requiring mortgage or finance advice.
Typical referral partners include:
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Estate agents
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Property developers
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Accountants and tax advisers
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Solicitors and conveyancers
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Financial advisers and wealth managers
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Letting agents and property managers
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Insurance advisers
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Business consultants
Whether your client requires residential lending, property investment finance or business funding, we ensure they receive clear, independent advice tailored to their circumstances.
Committed to Supporting Our Referral Partners
Successful transactions rely on collaboration between the professionals involved.
For this reason, we have developed systems and processes designed to support our referral partners throughout the transaction.
We focus on ensuring buyers are properly qualified and financially capable of proceeding, helping reduce fall-through risk and keeping transactions moving.
Clear communication, efficient case handling and transparent reporting help ensure deals progress smoothly while saving time and reducing unnecessary administration.
Buyer Qualification Support
Professionals often encounter clients who appear ready to proceed but have not yet been fully assessed.
We review affordability, deposit position and lender criteria at an early stage to ensure buyers are financially capable before offers are agreed.
This helps reduce fall-throughs, provide greater certainty for vendors and support smoother progression to exchange.
Where required, we can also assist with rapid Agreements in Principle to help clients proceed quickly and confidently.
Professional Boundaries
Many professionals encounter situations where clients require specialist lending advice but providing that advice directly falls outside their own regulatory scope.
By working with Lendese, you can confidently refer clients knowing they will receive fully independent, regulated advice from a directly authorised brokerage.
All advice and recommendations are provided directly to the client, ensuring clear professional boundaries are maintained throughout the process.
This allows you to support your client while ensuring appropriate regulated advice is delivered where required.
Solutions We Offer
Our introducer support includes:
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Dedicated introducer website portal
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Referral management and case tracking
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Commission statements and monthly reporting
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Competitive referral fees with payment on exchange or completion
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In-branch adviser availability*
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Offer qualification and pre-application assessment
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Customer verification and compliance checks
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Rapid Agreement in Principle service
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Sales progression support throughout the transaction
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Structured client journey management
Referral Fees
Where appropriate and in line with regulatory requirements, we pay competitive referral fees to our introducer partners.
Fees are typically paid on exchange or completion and are supported by transparent commission statements and reporting.
Full details can be discussed when establishing a referral partnership.
Become a Referral Partner
If you regularly encounter clients who require mortgage or finance advice, we would be pleased to discuss how a referral partnership could work.
Contact our team to learn more about partnering with Lendese.