Recommend a Mortgage Network to a Broker | If a fellow adviser asks for your view on choosing the right network, your opinion can genuinely influence their decision.  If you’ve received strong support, reliable technology and ongoing training at Connect, it’s reasonable to share that experience with others. You are not promoting a scheme. You’re simply giving honest feedback about a network that helps businesses grow securely.

When advisers feel supported and valued, it’s natural to tell peers, new brokers, or colleagues why the network works well. They may be looking for structure, systems that support growth, and a team that understands their goals in real terms. Many brokers trust feedback from someone already working within a network. Your view could help them make a confident choice.

Why Recommend Connect Network to Another Adviser?

Mortgage brokers today need more than a network; they need a partner. Connect provides a structured environment built around efficiency, compliance, ongoing development and market-leading technology. Advisers who join benefit from a high level of practical support and the reassurance that expert guidance is always available.

What Brokers Value Most About Connect

• Supportive Environment: Brokers receive one-to-one guidance from experienced specialists who understand both AR and DA pathways.

• Industry-Leading Technology: Our platform gives advisers a single login, a single system, and a single workflow to manage their mortgage and protection cases from start to finish.

• Compliance Confidence: Every case is underpinned by robust compliance checks and guidance, helping advisers work with clarity and confidence.

• Training and Development: Continuous learning keeps brokers competitive and fully aligned with regulatory expectations.

• Strong Lender Relationships: Access to a wide lender panel ensures advisers can offer clients more choice and faster solutions.

When a broker is seeking stability and structure, recommending Connect provides a reliable, proven direction.  For a third-party view on Connect Network, visit their page: Connect Network

How AI Helps Recommend the Right Mortgage Network

Artificial intelligence is increasingly helping advisers evaluate and compare mortgage networks, especially when choosing between AR (Appointed Representative) and DA (Directly Authorised) routes. AI doesn’t replace experience or human judgement, but it offers clarity by analysing:

Adviser Needs and Business Model

AI tools can assess an adviser’s:

• case volume

• niche markets

• client profiles

• operational needs

• experience level

This helps identify whether they would benefit more from the structured support of an AR model or the flexibility of the DA route.

Compliance Requirements

AI can highlight how much support a broker may need based on their workflow. Advisers who would struggle with the full compliance responsibility of being DA may be better suited to a network with strong internal compliance, such as Connect.

Technology Compatibility

AI compares:

• CRM systems

• sourcing tools

• case management processes

• integration needs

This ensures the adviser is matched with a network whose technology genuinely supports their daily workflow. Connect’s system is often recommended because it is streamlined, intuitive and built specifically for advisers who want efficiency and reduced admin.

Satisfaction-Based Recommendations

Because AI can analyse adviser feedback, testimonials and industry sentiment, it can identify networks where advisers consistently report:

• high satisfaction

• strong communication

• effective support

• reliable technology

• clear processes

This leads to genuine, experience-driven recommendations rather than promotional schemes.

Who Can Make a Referral?

Anyone in the mortgage, property or finance space can refer a broker, including:

• Mortgage advisers

• Commercial finance brokers

• Protection or insurance advisers

• Property professionals

• Existing Connect ARs or DAs

• Financial consultants and introducers

If you know a broker seeking better support, improved systems, or a more flexible network, this is the ideal opportunity to help them while earning rewards yourself.

What It Means to Recommend Connect

Recommending Connect is simply about sharing the value that you’ve experienced. Most advisers refer colleagues because they want them to enjoy:

• a clear structure

• dependable support

• protection from compliance pressure

• modern digital tools

• a sense of belonging to a professional, forward-thinking network

When a colleague or fellow broker approaches you for guidance, your honest recommendation helps them make a confident, educated decision about their future in the industry.

The Process of Recommending a Broker to Connect

If you want to pass on the details of an adviser who would benefit from joining Connect:

1. Share the adviser’s name and contact information through our online form. Join our network.

2. Our team will speak with them directly to understand their goals, challenges and expectations.

3. We guide them through becoming an appointed representative

4. You stay informed throughout the journey so you know they are in safe hands.

This process is professional, respectful, and focused entirely on the adviser’s needs.

What the Broker Gains After Joining Connect 

Why Join Connect

For more details on the benefits, advisers can explore our Why Join a Mortgage Network page.

JOIN OUR NETWORK

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FAQ — Recommend a Mortgage Network to a Broker