Introducers
Grow Your Business with an Introducer Network
Strong connections drive success. By partnering with mortgage brokers, independent financial advisers (IFAs), and estate agents who work with clients over 55, you can unlock new opportunities and expand your equity release business. Ready to start building your mortgage introducer network?
Why build an introducer network?
A strategic mortgage introducer network can transform your business and enable you to connect with clients aged 55 and over. The more relevant connections you have, the more opportunities you create for your business.
Access new opportunities
Gain new client leads through trusted referrals.
Boost your revenue
Advisers with strategic introducer networks see significantly more business growth.While mortgage introducers can open doors to help grow your business, how do you get started?
Engage introducers with smart resources
Our Marketing Toolkit gives you everything you need to introduce lifetime mortgage solutions to your network. Use our ready-made templates to start impressing introducers and build lasting relationships.
Introductory letter and emails to prospect introducers
Make a professional first impression with our letter and email templates.
- Introducer presentation template
Use our presentation template, and tailor it to your business requirements, to highlight benefits, fees and opportunities.
- Introducer facing referral cards
Provide your introducer partners with referral cards for easy sharing.
- Introducer feedback social post template
LinkedIn is a great platform to engage with potential introducers, use our templates to showcase testimonials from your existing business partners.
Practical steps to build your introducer network
You can attract mortgage introducers, build strong relationships, and expand your communication reach to new introducers, with these practical steps:
Step 1
Identify potential introducers, such as financial advisers, solicitors, accountants in your local area, before expanding further afield.
Step 2
Use Pure's ready-made email and introductory letter templates for your initial outreach.
Step 3
Schedule a presentation to explain the partnership. You can use our presentation slide deck to help you as it highlights the benefits to the introducer.
Step 4
Equip introducers with referral cards for them to hand out. This ensures easy client handovers.
Step 5
Share your introducer success stories on LinkedIn using our feedback social post template. This helps you engage with new introducers through your online network.