Partners & Introducers

Partners & introducers

We are keen to work with businesses who need to offer an excellent mortgage and protection proposition to their clients. We offer a 5 star service and will help you add value to your business with additional support.

Partners & Introducers

Mortgage & Protection Partners

At prospect Tree Mortgages we know that building professional relationships is the foundation to generating new business. We are keen to establish successful and lasting relationships with Estate Agents, Lettings Agents, Solicitors, and Accountants. These businesses will undoubtedly have clients who at some stage will require mortgage advice.

Prospect Tree Mortgages aim to maximise these referrals as an income stream for you running parallel, but not interfere with your main business. We understand that it is extremely important to provide an exceptional service to Clients referred by our Partners and introducers. We guarantee customers a simple and cost-effective process throughout.

As a Mortgage & Protection Partner you will also benefit from:

  • Introducer Hub
  • Training downloads
  • Document store
  • Marketing resources
  • Staff training
  • Bespoke training events

If you would like further information about becoming a mortgage and protection partner, speak to us today.

Download our Mortgage & Protection Partnership document here

Financial Wellness Partners

We help your employees understand their mortgage and protection options. We know from experience that people often don’t know where to get help or advice. Many people simply delay or overlook these important financial decisions.

We all have busy lives and often find it hard to fit in all the things we know we really should do but can’t find the time. With our ‘Workplace Mortgage Clinic’ we are able to bring the advice to you. We will come to the workplace at a convenient time in order to maximise the number of employees who can benefit from speaking to us.

Our financial wellness partners give back to their employees by offering them free financial advice and exclusive offers through Prospect Tree Mortgages.  We hold annual workshops where we help employees on the road to their own financial wellness.

If you would like further information about becoming a financial wellness partner, then get in touch today.

Estate Agents

As a tried and tested business model in the industry, the Estate Agent and Mortgage Broker work together in order to give the client the best experience possible.

Prospect Tree Mortgages can provide you with an in-house experienced Mortgage Advisor if you think this is the best option for your business, or a dedicated telephone based “virtual advisor” to deal with all your mortgage referrals and to service your clients.
You and your clients will then benefit from our streamlined progression service with real time updates.

Prospect Tree Mortgages will provide a dedicated Relationship Manager who will be a direct point of contact, always available to discuss matters by phone or face to face. 

You will have access to Management Information, so anything you want to discuss and review is available to you at any time. You will also be able to view your income pipeline via our introducer system.

We can also provide training to your staff to maximise their ability to refer potential business. You will have no compliance burden or any further liabilities or costs to bear.

Lettings Agents

Prospect Tree Mortgages can assist landlords in maximise their returns by sourcing re-mortgage products that will yield the best returns based on the landlords situation. 

Our service is regulated to give advice on all forms of insurance relevant to landlords and tenants. This gives Prospect Tree Mortgages the ability to ensure your landlords’ best interests are serviced leaving you to focus on your own relationships, safe in the knowledge your landlords are receiving the best possible advice.

Accountants & Solicitors

​It is well known that self-employed clients can find it tougher to purchase or re-mortgage their properties. Over the last few years lenders criteria has changed and their evaluation of self-employed applicants has become far more stringent. 

As Whole of Market mortgage advisors we can offer your clients advice on residential or commercial properties, buying as an individual or through a limited company.

Prospect Tree Mortgages offer a complete solution to mortgages and protection. Using lenders and providers from the whole of the market our clients’ needs and objectives are answered. Excellent service in a simple and efficient manner. We always work in our clients best interests.


For more information and details on remuneration packages please contact Nick Daynes on 0800 862 0840
​or email nickdaynes@ptmortgagesltd.co.uk


Partner with us

Get in Touch

contact@ptmortgagesltd.co.uk

0800 8620 840

Acorn Barn, Wembdon Business Park, Smeeth
Ashford, Kent, TN25 6SZ

Opening Hours

Monday
9:00 am – 5:00 pm
Tuesday
9:00 am – 5:00 pm
Wednesday
9:00 am – 5:00 pm
Thursday
9:00 am – 5:00 pm
Friday
9:00 am – 5:00 pm
Saturday
Closed
Sunday
Closed