Refer your client for mortgage & protection advice
Hartley & Co has partnered with Home Group Financial so your clients get whole-of-market mortgage and protection advice from a named adviser — and you get told what happened.
- Takes 30 seconds — name, number, and what they need
- Client contacted within 1 working hour, 8am–8pm
- You see every referral you've sent and its status
- No cost to you or your client for the initial conversation
Refer a client
Your details are pre-filled from your partner link.
How it works
Three steps, and you're kept in the loop the whole way.
You submit the referral
From your own partner page. The referral is logged instantly against Hartley & Co and the person who sent it.
We contact the client
The referral is allocated to an adviser automatically — round robin, or a named adviser you've agreed for this partnership.
You get the outcome
Contacted, appointment booked, application submitted, completed — updated as it moves, with a monthly summary by partner.
What happens to the referral
Every referral lands as a lead record tagged with the introducer and sub-introducer, so volumes and conversion can be reported per partner.
Unique link per introducer. Partner code and sub-introducer captured automatically.
Lead created and linked to the Introducer record — plus source, type and date.
Round robin across available advisers, or pinned to named advisers for this partner.
Live counts by introducer, sub-introducer, stage and month — plus a partner-facing view.
| Introducer | Sub-introducer | Referrals (Sep) | Appointments | Stage |
|---|---|---|---|---|
| Hartley & Co Accountants | Sarah Hartley | 7 | 5 | 2 completed |
| Hartley & Co Accountants | James Okoro | 4 | 3 | 1 in progress |
| Kerr & Sons Estate Agents | Guildford branch | 11 | 8 | 4 completed |