Refinance - Make the most refinance conversations
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Make the most of your refinance conversations

So now you’ve got your customers’ attention – how can you make sure their refinance conversation is as useful as possible?

Discover the wide variety of discounted tools and solutions available with PMS that can help drive value for each of your customers, no matter their circumstances.

 

 

Protecting your customers’ refinance decisions

Here at Bankhall PMS, we believe that every home, income and family should be protected against the unexpected. Whether you prefer to write or refer, we're here to support you to source the right protection solutions for your customers. Discover more and get started below.

Get writing with Zenith

We’ve partnered with the UK’s leading insurance providers to bring you our Zenith protection solution. Designed to help boost your business while giving your customers as much choice and access as possible, Zenith gives you confidence that you can recommend the most suitable product for each of your customers, without any restriction.

Discover Zenith
Get referring

Because you might not always be able to have a full protection conversation with every single customer, we've partnered with four of the UK's leading protection firms to bring you a referral solution that you can trust. Whether you’re looking for a referral partner to support all your customers, just the more complex harder-to-place cases, or those requiring business protection advice – the choice is yours!

Get referring

Don’t forget to discuss general insurance!

A refinance conversation is the perfect opportunity to make sure your customers have all the right cover in place.

Give your customers a market-wide choice of protection and general insurance (GI) products, carefully selected by the insurance experts at PMS for their excellent service, competitive products and enhanced commission terms.

Find out more

Is conveyancing part of your refinance conversations?

If your customer’s remortgage requires legal advice, PMS Conveyancing lets you support your customers throughout the entire process. Choose from two of the market’s leading conveyancing experts, to find the right solution for your remortgage customers.

eConveyancer

eConveyancer’s extensive range of conveyancing products offer you choice and flexibility for every customer. Their fixed-fee remortgage lets you earn £100 for every referral.

Find out more
Optimus

Optimus’ remortgage solution is integrated with Uinsure, empowering you to offer home insurance services at precisely the right time in the transaction process from one platform.

Find out more

Remortgage valuation

Could your customers benefit from a remortgage valuation? Set them up for success with a referral to the experts at SBVS.


Find out more

Discover our Refinance Hub

More tips, tools, resources and ideas are available now on our Refinance Hub. 

Go to our Refinance Hub

Talk to us about making the most of your refinance conversations

Your PMS account manager is here to help you get the most out of every refinance conversation. From chatting you through the conveyancing, protection and general insurance solutions available with your PMS membership, to working with you to discuss whether you can enhance your firm’s current approach, reach out to your account manager today to get the support you need.


Find your Regional Key Account Manager
Mortgage Strategy 2021 shortlist
PMS Mortgage Club of the Year Finalist MI Awards 2019
PMS Mortgage Club of the Year 2019
Money Facts 2021
Stephanie Charman -Finalist Business Leader Specialist Distributer
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PMS is a trading style of Premier Mortgage Service Limited a company registered in England and Wales with number 5011650. Registered office: Aviva, Wellington Row, York YO90 1WR. PMS is an appointed representative of Bankhall Support Services Limited.

©PMS2021

PMS is a trading style of Premier Mortgage Service Limited a company registered in England and Wales with number 5011650. Registered office: Aviva, Wellington Row, York, YO90 1WR.

PMS is an appointed representative of Bankhall Support Services Limited.