Book an appointment INTRODUCERS · PROFESSIONAL CONNECTIONS
Help your clients take their next mortgage step. Introduce them to Anwar at mswitch for a conversation about their plans, circumstances and borrowing options.
Become an introducerTHREE SIMPLE STEPS
Speak to Anwar about your business and the customers you would like to introduce. We agree the scope of your role and any referral payment terms in writing before referrals begin.
Explain any referral fee or benefit to the customer before introducing them. With their permission, share only their name, contact details and a brief reason for the introduction.
Anwar contacts the customer, explains the service and fees, and handles the mortgage advice and application process. Updates are shared only where the customer has authorised them.
REFERRAL FEES
Where a referral fee is agreed, the amount or calculation method, qualifying conditions and payment timing will be set out in your introducer agreement. A payment is only due when those conditions are met.
Any relevant fee, reward, benefit or business connection must be disclosed to the customer before the introduction. Keep a record of that disclosure.
YOUR ROLE AS AN INTRODUCER
This arrangement is for introductions only. Introducers must not recommend particular mortgages, select lenders for customers, negotiate mortgage terms, complete applications on their behalf or collect fees for mswitch or a lender.
Do not promise that a customer will be accepted or that a particular rate will be available. Mortgage availability depends on the customer, property and lender criteria.
LET’S TALK BEFORE YOUR FIRST REFERRAL
Email Anwar with your name, business, contact details and the types of customers you work with. Please do not include client documents, bank statements or sensitive financial information in an initial partnership enquiry.
BEFORE YOU INTRODUCE
We welcome enquiries from estate agents, accountants, property professionals and other potential referral partners. Each proposed relationship is reviewed before an agreement is put in place.
Some introduction-only activities can fall within an exclusion from FCA authorisation, provided the relevant conditions are met. This depends on what you actually do. We review the proposed scope before referrals begin; an introducer agreement does not authorise mortgage advice or other regulated activities.
Any referral fee is agreed individually in writing. Your agreement will explain the amount or calculation method, when it is earned and when it is payable. There is no automatic payment simply for sending contact details.
Obtain the customer’s permission first and provide only the agreed contact information and a brief reason for the introduction. Anwar will arrange any further information or documents directly with the customer.
Speak to Anwar before using the mswitch name, logo or mortgage marketing material. Any proposed promotion must be reviewed for the applicable requirements before use.
No. An introduction does not commit the customer to using mswitch, applying for a mortgage or paying an advice fee. The service and any customer fees are explained before they decide whether to proceed.