Personal |

Intermediaries

Grow your business with Fluent referrals

Refer Now Get in Touch

A new dawn for Fluent Partners

Refer Now Get in Touch
10 1

What is a Fluent Money referral?

If you don’t offer an advice service for loans, mortgages, equity release and bridging finance – you can refer client opportunities to our 5 star service for a referral fee (for every case that completes).

By referring your client/customer to Fluent, you can broaden the services which your business offers meaning less work and no compliance risk. You simply register with us as a referral partner, sending relevant client opportunities to us by forwarding their contact details, helping you to support more clients by allowing us to provide services and advice for the product area you refer them for.

We are constantly receiving ‘Excellent’ ratings from our many satisfied customers on Trustpilot, so rest assured your clients will be in safe hands. And rest assured we will only ever advise on the product area you refer to.

How does the referral process work?

This is a summary of how a typical referral journey might work for you:

int icons 6 1

Opportunity

Your client asks you about (or you suggest they may benefit from considering) a loan, a mortgage, equity release or a bridging loan.

int icons 5 1

Referral chat

You say you don’t offer advice in this/these areas, but you say you work in close partnership with Fluent Money who are experts in this. You ask them if you should get someone from their expert team to give you a call for a no obligation chat.

int icons 7 1

Refer

If the customer agrees to be referred to us all you have to do is take a couple of details from the customer and forward them onto Fluent Money, whilst also letting us know whether you’d like us to discuss your clients needs with you first, or if you’re happy for us to contact your client directly, allowing you to manage your clients journey.

int icons 8 1

Track

You can also check in with your clients journey and the referral at any point by checking our client case tracking portal “Fluent View” Get paid upon completion of your clients case within Fluent Money, you will receive your commission for the referral.

int icons 9 1

Get Paid

On case completion, receive a generous commission payment.

Want to find out more?

At Fluent, we can help your business grow. Get in touch with any questions or to find out how we can provide support.

Get in Touch

Refer today

If you think you’re ready to find out how we can help your business, fill out our referral form today.

Refer Now

Why refer with Fluent Money?

Benefits for your business

  • Form better client relationships by being able to offer more services to your clients with no additional work for yourself.
  • A commission paid upon completion of each referral case.
  • We have a dedicated broker case tracking and support team to help you through the whole referral process. And we’ll check in regularly to keep you up-to-date on your client’s progress.
  • No cross selling – although you have referred your client to Fluent Money they will always remain your client.

Benefits for your client

  • Fluent provides award winning service with its friendly UK based experts that will  help the client get access to the best product for them from a number of reputable providers.
  • We’re 5 star TrustPilot rated – find out? about our other  customers’ experiences and what they have to say about us.
  • We present clients with options, not problems – with access to a huge product range from all the market-leading providers.
  • We have a unique market-leading smartphone app, allowing clients to track their loan cases in real time with 100% transparency!

mortgages

Secured Loans referrals

  • Generous referral commission
  • Clients can borrow ÂŁ5,000 – ÂŁ2.5 million
mortgages

Mortgage referrals

  • Generous referral commission
  • Clients access exclusive products and rates
mortgages

Equity Release referrals

  • Generous referral commission
  • Available for clients aged 55+
  • Tax-free loan secured against their home
mortgages

Bridging Loans referrals

  • Generous referral commission
  • Borrowing term up to 12 months

What kind of intermediaries does Fluent work with?

Fluent Money works with a range of professionals within the financial services industry We work with independent intermediaries to much larger businesses, we support a wide range of advisers to assist them  in providing their client with the financial service which best fits their needs. If this sounds like a solution that would suit you, why not get in touch?

Our Partners

We work with a wide range of lenders to offer the best possible solution for your clients’ financial needs.

connect
HL Partnership
legal and general
quilter
MCI Club
Sense
SimplyBiz Group
Tenet
The Right Mortgage
Mortgage Brain
Lighthouse group
intermediaries
3

Do you have a client who’s interested in a loan or mortgage?

Fill out our referral form below. You’ll receive a generous commission payment and your client will have access to Fluents award winning service and its in-house team of highly trained and experienced experts.

Referral Form

24/7 Case Tracking

Fluent View is our dedicated case tracking portal which allows you to monitor your clients journey at any time.

FluentView
tick icn

Fully integrated case tracking for you, the broker

tick icn

Shows real-time case progression

tick icn

Notes are added in house with every interaction

tick icn

Free service provided by Fluent to build better partnerships

tick icn

Available 24/7

Got any questions?

Fluent is here to help you at any time, If you have any questions about our services. The Fluent team is here to help, just get in touch and see how Fluent can help your business and your clients.

Get in Touch