Professional connections
Working alongside other trusted advisers — for the benefit of your clients.
Many of our clients come to us through accountants, solicitors, estate agents, financial planners and other professionals who know their clients need expert mortgage and protection advice — but recognise it isn't their own area.
If you'd like a trusted, fee-free mortgage and protection partner you can confidently introduce your clients to, we'd love to hear from you.
Your clients, looked after
We act as a quiet extension of your firm — friendly, responsive, and entirely focused on getting the right outcome for the people you introduce.
Whole-of-market reach
Access to 90+ residential, buy-to-let, specialist and overseas lenders through the Primis Mortgage Network — including products not available on the high street.
Protection in the round
Defaqto 4 & 5 star insurance panel for life, critical illness, income protection and buildings & contents — all delivered alongside the mortgage advice.
Fast, considerate response
Most introduced clients are spoken to within a working day. We keep you updated through to completion so you always know where things stand.
Plain-English advice
No jargon, no hard sell. Your clients will hear the same straightforward style of advice you'd give them yourself.
Long-term relationship
We're a small, directly authorised firm — you'll always know who you're dealing with and where the buck stops.
How a working relationship looks
An informal chat
We meet (in person, by phone or on a video call) to understand your firm, your clients and how a working relationship might fit alongside what you already do.
A simple, compliant agreement
We put a short, FCA-compliant written agreement in place that sets out how we'll work together and how introductions are recognised — keeping everything transparent for your clients and Primis Mortgage Network.
Ongoing collaboration
We look after the people you introduce, keep you informed at the appropriate points, and are always available to chat through anything tricky before a formal introduction is made.
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 working relationships are documented in line with FCA requirements.
You may also want to read about how we work with clients and our approach to fees and transparency.
Start the conversation
Pop your details below and we'll be in touch within two working days.