Independent Financial Advisers | Why Join An IFA Network?
Welcome to Connect Mortgage Network, the leading partner for UK mortgage advisers. Whether you’re starting, shifting from employment, or switching networks, we can help. We provide unmatched tools, support, and opportunities to ensure your career thrives.
At Connect Mortgage Network, we understand advisers have unique goals. Therefore, our services are tailored to meet individual needs. You’ll benefit from extensive training, modern technology, and access to top lenders. Together, these resources give you a competitive edge in the mortgage market.
Comprehensive Training for Mortgage Advisers
Our network offers exceptional and ongoing training programmes designed to empower mortgage advisers. These programmes ensure advisers have the knowledge and tools to succeed in the competitive UK mortgage market.
We deliver live induction sessions that cover essential topics, including fraud prevention, anti-money laundering, and data protection. Each module equips advisers with the practical understanding required to work within industry regulations. This essential foundation helps maintain compliance and builds trust with clients.
A Wide Array of Mortgage Products at Your Fingertips
As a member of Connect Mortgage Network, you gain access to a wide variety of mortgage products. This allows you to offer tailored solutions to suit your client’s specific needs and preferences. From first-time buyers to property investors, our offerings cover every market segment. With so many options available, you can address different financial situations efficiently.
Comprehensive Protection for Your Clients
At Connect Network, we understand that ensuring lasting peace of mind for clients is at the heart of every adviser’s responsibility. That’s why we provide access to one of the most extensive panels of insurers in the UK, covering all protection needs—life insurance, critical illness cover, income protection, general insurance, and more.
Our broad panel means advisers can offer tailored protection solutions that align perfectly with their clients’ lifestyles, goals, and financial security. Whether it’s safeguarding a family’s home, protecting income streams, or ensuring businesses are financially resilient, our network equips advisers with the tools, products, and flexibility needed to address every scenario.
By partnering with Connect Network, you can confidently deliver bespoke, comprehensive protection that your clients can rely on—today, tomorrow, and for years to come.
Compliance Made Simple and Effective
Regulatory complexities can overwhelm mortgage advisers, especially in today’s ever-changing landscape. FCA regulations, risk management, and file reviews demand precision. Mistakes can lead to significant costs. This is where Connect Mortgage Network steps in. We handle the heavy lifting, ensuring you stay fully compliant.
Our comprehensive compliance services keep your business aligned with all FCA requirements. From personalised coaching to thorough file checks, our experienced team offers proactive support. You’ll stay informed on new regulations and best practices. This empowers you to focus on delivering exceptional client service confidently.
Why Our Compliance Support Stands Out
Ongoing File Reviews & Monitoring
Our expert team reviews your cases to ensure they meet FCA standards. You’ll always remain compliant and up to date.
Access to Compliance Coaches
Need advice? Our compliance coaches are ready to support you with regulatory challenges and processes.
Time-Saving Systems
Our integrated CRM simplifies compliance with automated credit searches and document management tools.
Training on Regulation Updates
We provide monthly training sessions and access to an on-demand platform. Keep your skills sharp and your knowledge current.
Advert Approvals at No Cost
All marketing materials undergo review to ensure alignment with FCA advertising regulations, free of charge.
Compliance Without Complication
Other networks may offer limited oversight, which exposes you to risks. Direct authorisation requires substantial time and money. At Connect, we manage everything for you. From onboarding to ongoing FCA communication, we handle all compliance tasks. This ensures you operate efficiently and worry-free.
Why Choose Connect for Compliance?
Connect Mortgage Network combines expert guidance and advanced technology to simplify compliance. You benefit from:
- A dedicated compliance team handling file checks and updates.
- An integrated CRM for streamlined audits and secure record-keeping.
- Ongoing support and training to future-proof your business.
Connect offers complete peace of mind whether you are experienced, newly qualified, or moving from another network. Focus on growing your business while we handle the complexities of compliance.
Real-Time Compliance Tools
Compliance underpins everything we do at Connect Mortgage Network. Our integrated CRM system features built-in compliance checks, which are applied seamlessly throughout your workflow. With ongoing supervision and regular file reviews, you can confidently focus on clients. Meanwhile, we ensure your business remains secure and fully aligned with the FCA’s strict standards.
Our expert Compliance Support Team is always available to assist. From tailored advice to frequent updates on industry regulations, we simplify complex compliance requirements. You’ll no longer have to worry about meeting evolving standards.
Advanced Mortgage Research Systems
We provide advisers with industry-leading tools to deliver exceptional solutions for clients. Access platforms like Twenty7tec, SmartrCriteria, and iPipeline to simplify product sourcing, criteria checks, and risk assessments. These advanced tools enable you to identify the best mortgage deals efficiently and accurately.
Stay ahead with our Specialist Placement Team and Referral Services. You can access tailored support when dealing with bridging loans or high-net-worth clients. This ensures you meet even the most complex client needs effectively.
Integrated CRM for Streamlined Management
Our custom CRM, powered by OMS, optimises every stage of the client journey. It streamlines processes from enquiry through to completion and beyond. Key features include:
- Seamless fact-finding
- e-signatures and email tracking
- Automatic commission monitoring
- Secure client portal for document uploads and real-time updates
Integrating research tools directly into the CRM saves valuable time while improving operational efficiency. It’s the ideal solution for advisers looking to grow their businesses.
Full Integration
We designed the CRM to combine essential functions, enhancing productivity and efficiency. Features include:
- Online fact-finds for accurate data collection
- Digital e-signatures for quicker client approvals
- Integrated email and SMS tools for smoother communication
- Real-time credit checks and valuation reports
- Commission tracking to monitor earnings effortlessly
With everything accessible in one place, you gain a significant competitive edge.
Enhanced Client Interaction
Clear communication is key to building trust and delivering excellent service. The CRM features email and text tools that enable professional, direct client engagement. You can automate reminders, updates, and follow-ups, ensuring every opportunity is captured.
Clients benefit from secure access to their portal. They can complete fact-finding, upload documents, and monitor case progress. This fosters stronger relationships through transparency and effective collaboration.
Additional Time-Saving Tools
Efficiency drives success. Connect Mortgage Network provides tools like credit checks, property valuations, and specialist case referrals at the touch of a button. These features empower you to deliver timely, precise advice, adding immense value to your clients.
Unmatched Support and Resources
We offer comprehensive and proactive support to meet your every need. Our dedicated teams include:
- Member Support Team: Assistance with daily tasks and system guidance
- Case Management Team: Support for applications, ensuring smoother processing
- Specialist Placement Team: Expert help for complex cases, including bridging, commercial, and development loans
- Business Relationship Managers: Strategic advice to drive your business growth
We also provide opportunities for professional development. These include face-to-face sessions, monthly training, and our on-demand Learning Management System. Stay updated, compliant, and ahead of the competition.
Lucrative Referral Opportunities
Boost your earnings with our Referral Programme. If you’re not qualified to advise on specific products or lack time, refer clients to our trusted specialists. Our system tracks referrals in real-time, ensuring transparency. You’ll earn additional revenue while delivering exceptional client outcomes.
Why Consider The Connect Network?
We combine technology, support, and resources to help you excel. Here’s why advisers trust us:
- Access to over 200 lenders and specialist mortgage products
- Fully integrated CRM system with research tools
- Expert compliance, case management, and placement support
- Continuous professional development and tailored growth strategies
Join Connect Mortgage Network Today
Are you ready to grow your mortgage business with confidence? Connect Mortgage Network provides the tools, support, and expertise to drive your success. From cutting-edge systems to unrivalled resources, we empower advisers to thrive in today’s competitive market.
Thank you for reading our publication “Why Join Connect Mortgage Network | A Network for Brokers.” Stay “Connect“-ed for more updates soon!
