With the property market cooler than it has been for over a decade, adviser firms are finding the ready supply of new business that they’re used to, is suddenly harder to come by.

If your business is among them, rest assured – we’re working to ensure you have the tools and guidance you need to make up the shortfall elsewhere.

Chief among this is the support we offer to help you maximise the relationships you’ve already cultivated. By being closer to your customers and having a better understanding of their goals, you’ll naturally begin to find additional products and services they’d benefit from.

This selection of tools can both help you get closer to your customers, and illustrate the size of the prize if you do.

Eligible

Eligible is an incredibly valuable customer retention tool that can automate parts of your communication journey with customers – and boost your retention business by 40%.

For instance, it can be set to automatically send your customers an on-brand, personalised reminder email six months before their fixed-term mortgage deal is set to expire, and help you begin conversations about remortgaging or product transferring.

Eligible is used by over 2,100+ advisers to stay at the front of customers’ minds. And as a PMS member, you’ll also receive a market-leading discount.*

Mortgage Required is one of the thousands of firms using Eligible. Managing Director Tim Atkinson said:

"The Eligible system is awesome. It’s keeping our clients engaged for us, because we simply don’t have the time to do this at scale. Keeping in contact with clients is paramount, especially with so many lenders and agencies looking for our clients. We can now allocate more time to helping our business grow."

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 * Subject to status and review. Ask your Regional Key Account Manager for further details.

Estimated Revenue Calculator

Our new Estimated Revenue Calculator is a quick way of identifying how much revenue your firm could generate – both as you do things currently, and after adjusting your approach to remortgage, product transfer and protection. It’s free and couldn’t be simpler to use.

Try it now

Refinance toolkit

Our refinance toolkit is packed with helpful hints and tips to support your conversations with customers, and includes rate-switching grids, letter and social media templates, and lender guides.

See what’s inside

Protection referral scheme

Whether or not you have protection permissions, you should still be having protection conversations to ensure customers are protected against foreseeable harm.

Our referral scheme offers you the chance to earn a referral commission on every protection case successfully referred into one of our partners. Whether you’re referring because you can’t write the case yourself or simply don’t have the time, they’re there to help. 

Browse our referral partners

Conveyancing referral scheme

Finding a conveyancer is just another job for your stressed-out customers to do – so pointing them towards a trusted partner could not only earn you a referral commission, but reinforce your status as a helpful friend.

We work with two conveyancing panels, eConveyancer and Optimus, that cover the length and breadth of the country. And you could earn hundreds of pounds in referral commission – especially on a combined sale and purchase instruction.

Get started

Pure Protect: our general insurance partner

Every property should be insured – it’s often a requirement as part of their mortgage. We’ve partnered with Pure Protect since 2013 to offer a referral solution for when you don’t have the capacity to have a full GI conversation with every customer.

Your customer will get the cover they need, and you’ll have the peace of mind that they’re in the hands of experts.

Make a referral

And don’t forget your Regional Key Account Managers

Our experts are on hand to talk you through the conveyancing, protection and general insurance solutions available with your membership, and can help you decide whether (and how) to enhance your firm’s current approach.