Connect Affiliate Scheme
Do you know any mortgage advisers who wish to set up their own mortgage firm? Perhaps you have contacts with other people that wish to consider a career in the mortgage industry? Maybe you know a mortgage firm that is with a Network already, but is looking to change?
The Connect Affiliate Scheme aims to reward our Network Members for being advocates of Connect by recommending new brokers to join our Network.
The rewards for recommending include an upfront sum when a firm receives permission to advise, plus a regular income based on the mortgage sales of the recommended firm.
you will be paid an upfront commission for each approved firm and adviser:
- £100 for each firm and the first adviser.
- £50 for each additional adviser who joins at the same time as the firm.
- No commission will be paid for subsequent advisers joining the firm, but their mortgage sales income will be included in the ongoing payment calculation!
- 10% of income the network receives from mortgage sales by the recommended firm.
- Monthly payments, based on the completed mortgage case income from the prior calendar month.
- Income from recommended firms for the first year of trading.
This will continue into subsequent years:
- provided they remain an active member of the affiliate scheme.
- and refer a minimum of 2 potential members per year.
●Access to 200+ Lenders Work with a comprehensive panel including mainstream, Buy-to-Let, commercial, development, bridging, and second-charge providers.
● Flexible Compliance & Permissions Choose the authorisations that suit your business, no restrictive one-size-fits-all compliance.
● Full Business Support Benefit from dedicated case managers, application processing, marketing tools, and white-label materials to streamline operations.
● Fast-Track FCA Authorisation Get authorised quicker than going direct, with compliance and risk management fully supported by our network.
● Industry-Leading Training & Development Enhance your skills with our virtual training, expert masterclasses, and the Connect Academy – including support for complex lending.
● Exclusive Products & Market-Leading Commissions Enjoy competitive commission rates and access exclusive lender products not available to all networks.
● Support Beyond Residential Mortgages Grow your proposition with training and backing to confidently advise on Buy-to-Let, bridging, commercial, second charges, and protection.
● Opportunities for New & Non-CAS Advisers Connect uniquely supports newly qualified advisers without CAS status – and even those not yet mortgage-qualified for non-regulated advice areas.
The income from the recommended Affiliate will be aggregated with income to establish the threshold for your business, which may mean a lower Network deduction.
If an adviser you’ve introduced later chooses to leave and set up independently as a Connect AR, the income from their new AR business will still count towards your own. This helps you maintain your current Network deduction level or potentially increase your income share by qualifying for a lower Network deduction rate.
The Process
To recommend a firm, the first step is to complete the Connect Affiliate Form:
● The form will automatically be sent to our Business Recruitment Manager, who will commence the recruitment process.
● Once the new firm is authorised, their profile will be created on OMS and linked to your profile to track income, as outlined above.
● Note that if Connect has engaged previously with a firm you recommend to join our Network, they will be ineligible for the scheme.
If you would like more details or have any questions about the scheme, chat with your Business Relationship Manager…