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Register on the Connect OMS Portal

The Connect OMS portal is an online tool for advisers and introducers to upload their client enquiries for either a packaged or referred case and track the progression of their case.

Key benefits of the portal are:

  • Upload and track enquiries 24/7
  • Get real-time updates and notifications on progression
  • Upload your client’s documents in a GDPR client way
  • Free to use and includes free ‘lite’ versions of Twenty7tec and KnowledgeBank

Once you have registered, you will receive your login details, and you will also be sent a link to a toolbox that includes our introducer agreement and other tools to help you with your client enquiries.

IN ASSOCIATION WITH:

This site is intended for the use by intermediaries only. For mortgages and other related services please visit our main site at: connectmortgages.co.uk
Connect for Intermediaries is a trading style of Connect IFA Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 441505. The FCA do not regulate all products we offer. Privacy Policy

Commission disclosure: We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement.

Making a Complaint: It is our intention to provide you with a high level of customer service at all times. If there is an occasion when we do not meet these standards and you wish to register a complaint, please write to: Compliance Department; Connect IFA Ltd, 39 Station Lane, Hornchurch, RM12 6JL or call: 01708 676110. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk