Every mortgage completion generates demand across these services. If you work in any of these areas, there's a referral stream waiting for you.
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Conveyancing Solicitors
The most referred service after a mortgage completes. Every purchase and remortgage requires a conveyancer β give brokers a trusted firm to recommend.
Residential conveyancing
Remortgage
Transfer of equity
Leasehold
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Will Writers
A new mortgage is one of the most natural triggers for writing or updating a will. Specialist will writers and solicitors offering will services are a perfect fit.
Basic wills
Mirror wills
Trust-based wills
LPAs
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Estate Planners
IHT planning, family trusts, and wealth protection are increasingly relevant as clients take on larger mortgages and build equity. A high-value referral for the right firms.
IHT planning
Family trusts
Lasting power of attorney
Probate
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Protection Specialists
Life insurance, critical illness, and income protection are recommended alongside almost every mortgage. Specialist protection advisers can receive warm, compliant referrals.
Life insurance
Critical illness
Income protection
Family income benefit
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Surveyors
Home buyers need surveys before they exchange. RICS-registered surveyors offering HomeBuyer Reports and Full Structural Surveys receive referrals at the most critical point in the process.
RICS HomeBuyer Report
Full structural survey
Valuation
Snagging
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Removal Companies
Every house purchase ends with a moving day. Professional removal companies offering domestic moves, storage, and packing services receive referrals at exactly the right time.
Domestic removals
Packing services
Storage
Office moves
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Buildings & Contents Insurance
Lenders require buildings insurance before completion. General insurance brokers and specialist providers can reach buyers at exactly the moment they need cover.
Buildings insurance
Contents insurance
Landlord insurance
Unoccupied property
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Accountants
Self-employed mortgage applicants and buy-to-let investors frequently need accountancy support. Tax returns, SA302s, and property income accounts are in high demand.
Self-employed accounts
SA302 / tax returns
Buy-to-let tax
Company accounts
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EPC Assessors
An Energy Performance Certificate is legally required for every property sale and rental. EPC assessors can receive referrals from brokers handling purchases across any property type.
Domestic EPC
Commercial EPC
DEA assessments
Retrofit advice
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Financial Planners / IFAs
Mortgage clients with growing equity and pension questions benefit from holistic financial planning. IFAs and financial planners receive high-quality introductions to clients at pivotal financial moments.
Pension planning
Investment advice
Retirement planning
Wealth management
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Tradespeople & Maintenance
New homeowners often need trusted tradespeople immediately after moving in. Electricians, plumbers, gas engineers, and builders can connect with motivated new homeowners at the right moment.
Gas engineers / boilers
Electricians
Builders & extensions
Damp & drainage
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Something else?
If your service is relevant to people who are buying, remortgaging, or investing in property β get in touch. We're always expanding the network with quality partners.
Interior design
Lettings agents
Bridging finance
And moreβ¦