Solicitor Partner Programme
A joined-up mortgage, protection and Wills partner for your conveyancing, family and private client work.
Conveyancing, divorce and probate clients almost always need mortgage and protection advice at the same time. We handle that side seamlessly — and through our legal partnership we can also look after Wills, LPAs and trusts when it matters.
What your clients need
- •A mortgage in place at the right point in conveyancing
- •Remortgaging or transfer of equity on a divorce
- •Buy-to-let or let-to-buy advice when separating
- •Life cover, critical illness and income protection on completion
- •Wills, LPAs and property trusts alongside the move
What we do for them
- Comprehensive lender panel mortgages including specialist and adverse credit
- Transfer of equity, let-to-buy and second residence advice
- Defaqto 4-5 star protection panel
- Wills, LPAs and trusts via our Castle Family Legal partnership
- Annual mortgage, protection and home insurance review for every client
What's in it for solicitors
Faster, smoother conveyancing — mortgage and protection sorted in parallel
Joined-up service for divorce and bereavement clients
Commercial arrangements available on completed business, discussed individually
No FCA permissions needed on your side
Trusted adviser to refer clients back to year after year
Recurring value for solicitors
Property, family and private client matters all change a client's protection needs. Our Annual Homeowner Review makes sure their cover keeps pace with life events long after the file closes — and brings clients back through your door for the next legal need.
Each year we review their mortgage, life insurance, critical illness cover, income protection and buildings & contents insurance — keeping them protected and your firm relevant.
FAQs
Can you support clients going through divorce?
Yes. Transfer of equity, mortgage capacity assessments, let-to-buy, BTL and protection rewrites are all areas we handle regularly alongside family law firms.
Do you offer Wills and LPAs?
Through our partnership with Castle Family Legal, yes — Wills, Lasting Powers of Attorney and property trusts, often packaged alongside protection advice.
Is the referral arrangement FCA-compliant?
Yes — we put a short, FCA-compliant introducer agreement in place that's transparent for your clients and Primis Mortgage Network.
Is there a fee for introductions?
Commercial arrangements are available on completed business and discussed individually with each firm.
Start the conversation
Tell us a little about your firm and we'll be in touch within two working days.
The Mortgage Genie is an Appointed Representative of First Complete Ltd, trading as Primis Mortgage Network, authorised and regulated by the Financial Conduct Authority. Partner relationships are documented in line with FCA requirements.