Help your clients. Generate additional revenue.
Mortgage, remortgage and protection reviews for the clients of estate agents, accountants, solicitors, wealth advisers, property investors and influencers across the UK.
Who we work with
A dedicated partner programme for each professional sector — built around how your clients actually behave.
Why partners work with The Mortgage Genie
It's not about features. It's about what a working relationship genuinely delivers for your firm and your clients.
Generate additional revenue
Commercial arrangements are available on completed business and discussed individually with each partner.
Retain more clients
Stay relevant to past clients through our Annual Homeowner Review Programme — mortgage, protection and home insurance.
Mortgage & protection specialists
Mortgages, remortgages, BTL, equity release, life insurance, critical illness, income protection and home insurance — all under one roof.
No additional work for you
We handle the advice, the application, the protection conversation and the ongoing reviews. You stay focused on your core service.
The Annual Homeowner Review Programme
Most homeowners haven't reviewed their cover in years. We do it for you — every year — so your clients stay protected and you stay relevant.
Many of your past clients:
- • Have not reviewed their mortgage in years
- • Have rolled onto a higher SVR rate
- • Have no life cover, or cover that's no longer fit
- • Have no critical illness or income protection
- • Are paying too much for outdated home insurance
Every year, we review:
- Their mortgage and remortgage options
- Life insurance
- Critical illness cover
- Income protection
- Buildings & contents insurance
For estate agents in particular, this turns a one-off transaction into a long-term, value-adding relationship with every buyer and seller you've ever introduced.
Why The Mortgage Genie
We're the people you'd want introducing your clients to a mortgage adviser.
The Mortgage Genie is an Appointed Representative of First Complete Ltd, trading as Primis Mortgage Network, authorised and regulated by the Financial Conduct Authority. All partner relationships are documented in line with FCA requirements.
Start the conversation
Pop your details below and we'll be in touch within two working days to talk through how a partnership could look.
You may also want to read about how we work with clients and our approach to fees and transparency.