Connect Network

Elevate Your Mortgage Advising Career with Connect Mortgage Network

Welcome to Connect Mortgage Network, the premier destination for UK mortgage advisers seeking to revolutionise their career. Whether you’re looking to shift from your current network, leave an employed role to start your own business or are new to the industry, our network offers unparalleled opportunities for growth and success.

Unmatched Training for Mortgage Advisers

Our network stands out with its comprehensive and continuous training programs. From live induction training covering crucial aspects like fraud, money laundering, and data protection to in-depth product training and live sales and marketing workshops, we provide all the tools you need to excel.

MONTHLY
TRAINING
SESSIONS

Enhance your skills with regular training opportunities, also available to help you grow your own team.

CONTINUED
PROFESSIONAL
DEVELOPMENT

Stay ahead with our on-demand Learning Management System.

FULLY
PERSONALISED
SUPPORT

Benefit from 1:1 training and coaching tailored to your needs.

DIVERSE
TRAINING
OPTIONS

Choose from fast-track assessments for experienced advisers or detailed knowledge-building sessions to learn new skills.

A Wide Array of Mortgage Products at Your Fingertips

As a member of Connect Mortgage Network, you’ll have access to a vast selection of mortgage products to offer your clients, ensuring you can meet a wide range of needs and preferences. Our comprehensive product range includes:

RESIDENTIAL
MORTGAGES

Tailored options for homeowners.

BUY-TO-LET
MORTGAGES

Ideal solutions for property investors.

COMMERCIAL
LOANS

Trading and Investment business properties.

BRIDGING
LOANS

Quick financing for short-term needs.

SECOND
CHARGES

Additional borrowing options.

EQUITY
RELEASE

Unlocking capital from property.

EX-PAT &
FOREIGN
NATIONAL

Catering to a global clientele.

Additionally...

Our comprehensive panel of insurers ensures all types of protection needs are covered, providing your clients with peace of mind and security.

Robust Compliance Support for Advisers

In the ever-evolving landscape of mortgage advising, staying compliant is crucial. Connect Mortgage Network ensures that you’re always ahead of the curve.

Comprehensive Compliance Coverage: From FCA application fees to annual assessments, we’ve got you covered as this is all included in our fees.
Real-Time Compliance Tools: With checks built into our CRM system and ongoing supervision, you’re always in safe hands.

State-of-the-Art Research Systems

Access our advanced mortgage research systems and tools to provide top-tier service to your clients.

Comprehensive Compliance Coverage: From FCA application fees to annual assessments, we’ve got you covered as this is all included in our fees.
Real-Time Compliance Tools: With checks built into our CRM system and ongoing supervision, you’re always in safe hands.

Integrated CRM for Efficient Management

Our fully integrated CRM system is designed to streamline your workflow, making client management effortless and efficient.

Full Integration: From online fact-finding, built-in suitability letters, text and email sending, e-sign templates and tracking commissions, our CRM integrates all essential functions.
Enhanced Client Interaction: Built-in communication tools ensure seamless interaction with clients.
Additional functions: Access other time-saving tools like credit checks, valuations and referrals, all at the touch of a button.

Unparalleled Support and Resources

At Connect Mortgage Network, support is always at hand. Our face-to-face business development support, cloud storage solutions, and dedicated Member Support team are there to guide you every step of the way. We also have an experienced and dedicated Case Management team available on demand, offering a cost effective solution for the administration of your applications.

Lucrative Referral Program

Maximise your earnings with our referral program for any products you do not have the qualification or time to assist. Refer clients with ease to our internal experts and track your client’s progress through our CRM system.

Join Connect Mortgage Network Today

Ready to take your mortgage advising career to new heights? Join Connect Mortgage Network today and experience a partnership that offers comprehensive training, robust compliance, advanced research tools, and unparalleled support.

Contact us now!

Learn more about how we can help you excel in your career and stay ahead in the competitive world of mortgage advising.

Want to know more?

So, why join Connect Network?

16 Reasons Why You Should Join Connect Network

Network support tailored to the adviser’s needs.
Enables you to provide your clients with advice across all mainstream and specialist product areas including 2nd charges, commercial, business loans, equity release and bridging.
Lender panel of +200 specialist and mainstream lenders and providers.
Unsecured Business Loan panel including CBILS options.
Bespoke versions of market-leading sourcing and criteria tools.
Dedicated placement helpdesk, helping you get to the right lender for your client.
A dedicated case management team, helping you with application submissions and case progression.
Speed of authorisation, when compared with applying directly to the FCA.
Your own FCA number with responsibility for compliance and risk management taken care of for by the Network.
Training and support to develop your skills to help more clients including masterclasses, virtual training and our learning management system.
Connect Academy to help you to develop your own knowledge or grow your business.
Low costs and tailored solutions, select and pay only for the permissions you require.
All FCA costs included in monthly membership fees, which start from just £25 per month.
Market-leading commissions and access to exclusive lenders and products.
Support with case submissions and processing.
White label forms, tools and marketing materials available via our online document store.

Our USPs

Mainstream and specialist
200+ lender and provider panel
Network with choice of permissions
Academy offering
In-house developed learning management system
Dual representation offering
Centralised administration offering
Internal packaging and referral services
Bespoke CRM system with integrations
In-house referral options to other specialists

Starting a New Mortgage Business and Want to Get Authorised?

Why Join Connect Network? Joining Connect Network instead of applying directly to the FCA means you can start your new mortgage business in weeks rather than months. Read the comparison below for the advantages of being part of the Connect Network as opposed to applying directly to the FCA:

Connect or Direct?

wdt_ID	WHAT TO CONSIDER	WITH CONNECT NETWORK	BEING DIRECTLY AUTHORISED
1	Permissions for Commercial, Buy to Let (1st and 2nd charge), general insurance and life insurance?	Included.	Apply to FCA for Permissions including: Consumer Credit, Consumer BTL, Regulated Mortgages, Insurance Mediation.
2	Permission for residential mortgages and residential second charge?	Included, subject to broker qualifications and experience. Alternative referral scheme available to an in-house authorised Connect adviser.	Apply to FCA for Permissions to Advise on Regulated Mortgages.
3	Responsibility for the Advice and transaction being compliant?	Network responsibility.	Your own responsibility.
4	Professional Indemnity Insurance?	Discounted group plan, covering all business types.	You need to arrange and it is compulsory where regulated mortgage or insurance permissions are required.
5	Tools?	OMS, Twenty7Tec, and SmartrCriteria included.	None.
6	Administration support?	Full application submission, processing and tracking from Connect included in the application fee.	None - You will need to process your own cases or employ a member of staff.
7	Placement and Criteria?	Dedicated specialist placement and criteria helpline and field based BDMs included in membership.	None.
8	FCA Gabriel reporting?	Not required by you as completed by Network.	Full business reporting including accounting to be supplied 6 monthly to the FCA.
9	Complaints management?	Complaints reported to and managed by Connect.	You will need to manage your own complaints.
10	Speed of application to authorisation?	Approval and authorisation typically takes just 2 & 3 weeks.	The FCA currently state that it can take up to 6 months.
11	Promotions and advertising approvals support?	The network will provide advertising approvals and guidance included in the membership.	None - You will need to ensure yourself that you are adhering to all advertising requirements of the FCA.
12	Training?	Full initial training given on the systems, process and risk management. Plus ongoing training is provided as part of your membership.	None.

Important Note

Why Join Connect Network: Irrespective of the FCA regulatory position of the above products, lenders often apply their own interpretation in relation to the permissions they require an adviser to have to transact with them. For example, currently, a substantial number of the BTL lenders require an adviser to have a Regulated Mortgage Permission to transact Buy to Let business.

Obtaining ALL the permissions is the only way that you will be able to offer a whole of market advice service.

CONNECT NETWORK

Connect’s Appointed Representatives have access to +170 lenders and a large array of support services and tools dedicated to the needs of the specialist adviser. More.

PACKAGING SERVICE

If you are a Directly Authorised Adviser or obtain your permission to trade through another Network, you can still tap into Connect’s specialist knowledge, lender relationships and exclusive products by using us to package your client’s applications for you. More.

REFERRAL SERVICE

If you do not have the required permissions, expertise or time, you can instead use Connect’s referral service. We will take the responsibility of giving the client advice on the most appropriate solution for their needs while keeping you informed of the progress. More.