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Grow your business with Fluent referrals

Working with clients of intermediaries
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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:

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Opportunity

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

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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.

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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, whilst also letting us know whether. Just you’d like us to discuss your clients needs with you first, or if you’re happy to contact your client directly, allowing you to manage your clients journey.

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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.

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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.

Refer today

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

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!

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.

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HL Partnership
legal and general
quilter
MCI Club
Sense
SimplyBiz Group
Tenet
The Right Mortgage
Mortgage Brain
Lighthouse group
intermediaries
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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 Fluent’s award-winning service and its in-house team of highly trained and experienced experts.

24/7 Case Tracking

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

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Fully integrated case tracking for you, the broker

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Shows real-time case progression

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Notes are added in house with every interaction

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Free service provided by Fluent to build better partnerships

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Available 24/7

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Got any questions?

Fluent is here to help you at any time, If you have any questions about our services. Get in touch and see how we can assist you and your business.