A question for every introducer

Does your broker give you
real visibility on your
referrals?

If you're sending leads to a broker and wondering what happened to them — you deserve better. BrokerConnect gives you a professional portal to sign your agreement digitally, submit leads, track every deal, and monitor your commission in real time.

😤
Without BrokerConnect
You submit a lead and hear nothing. You chase by phone or WhatsApp. You sign paper agreements and wait weeks for someone to process them. You have no idea what commission you're owed.
✨
With BrokerConnect
You sign your agreement digitally in minutes. Every lead shows its status in real time. Your clients can upload documents directly. Your commission is visible from day one.
Recommend it to your broker → See what you'd get
Sound familiar?

The introducer experience
is broken — it doesn't have to be

Most brokers manage their referral partners through WhatsApp groups, spreadsheets, and the occasional phone call. Your time and trust deserves more than that.

❌ Without a proper system
📱
"I sent that lead 3 weeks ago — has anything happened with it?"
📄
Paper agreements, printing, scanning, emailing PDFs back and forth before you can even start
💷
No idea when your commission will be paid or how much it will be
📋
Clients emailing documents to your broker and neither of you knowing what's missing
🤷
You stop referring because you never see any feedback or results
✓ With BrokerConnect
✍️
Sign your introducer agreement digitally — done in minutes, no paperwork, your copy stored securely
👁️
Every lead you submit shows its current status — pending, approved, in progress, or complete
📁
Your clients upload documents directly through a secure portal — you can see exactly what's been submitted and approved
💰
Your expected and confirmed commission is shown clearly at every stage
🚀
You refer more because you can see the system is working and you're being looked after
Your introducer portal

What you get as an introducer

When your broker uses BrokerConnect, you get access to a professional portal built around your needs — from your first login through to final payment.

✍️
Digital agreement signing New
Sign your introducer agreement electronically on first login — no printing, no scanning. Upload your ID documents in the same step. Done in minutes, with a copy stored to your account.
📥
Simple lead submission
A clean, professional form to submit client details in under two minutes. No emails, no forms, no confusion — just a direct line to your broker.
🔍
Real-time lead tracking
See every lead you've ever submitted, its current status, and exactly when it was reviewed. Full history, always available.
🚦
Deal progress tracker
When a lead converts to a deal, you see the progress through named stages with a traffic light indicator — green, amber, or red — so you always know where things stand.
📁
Client document portal New
Your broker can invite your clients to upload their mortgage documents directly through a secure portal. No more chasing clients for files — you can see what's been submitted, approved, or is still outstanding.
💷
Commission dashboard
See your pipeline value, deals awaiting payment, and total commissions paid — broken down clearly. No more guessing what you're owed.
📬
Automatic email updates
You receive a professional notification every time your lead is reviewed, a deal progresses, a document is approved, or a commission is confirmed. You're always in the loop.
👥
Team management
If you run a team of advisers, you can manage their leads and see combined performance — all scoped to your business, with your own commission split.
📈
Performance analytics
See your conversion rate, YTD commission trends, and deal velocity — so you can see exactly where your referrals are landing and what they're worth.
Digital onboarding

Your first login is the only admin you'll ever do

When your broker invites you to BrokerConnect, the onboarding takes minutes — and after that, you just focus on referring business.

1
Accept your invite
Click the link in your email, create your account, and you're in. No IT setup, no software to install.
2
Sign your agreement digitally
Your broker's introducer agreement is presented on screen. Fill in your details, type your e-signature, and upload your ID documents — all in one step.
3
Agreement reviewed & approved
Your broker reviews and approves your agreement. You get a notification when you're approved and ready to submit leads.
4
Start referring — and track everything
Submit leads, watch them progress in real time, and see your commission build up. That's it.
Step 2 of 2 — Sign agreement
Your Details
Full Name
Sarah Mitchell
FRN Number
823441
Electronic Signature
✍️
Sarah Mitchell
Signed electronically · IP recorded · Timestamped
ID Documents
🪪
Passport
✓ Uploaded
🚗
Driving Licence
✓ Uploaded
Your dashboard

This is what your portal looks like

A clean, professional view of every lead you've submitted and every deal in progress — including where your commission stands and your clients' document status.

✓
Every lead you submit appears instantly with its current review status
✓
Converted leads show deal progress with a RAG colour indicator
✓
Client document upload status visible — what's been submitted and approved
✓
YTD commission displayed clearly — expected and confirmed
✓
One-click lead submission from the same screen
Welcome, Sarah Mitchell
Introducer Portal
Welcome back, Sarah ✓ Agreement approved
5
Pipeline
2
Docs pending
£4,200
YTD Comm.
8
YTD Deals
Your Pipeline
James Hargreaves
~£1,200
Progress: Valuation Booked
Robert Chen — 2 docs pending
~£850
Progress: Docs awaiting review
Maria Santos
✓ £1,400 paid
Progress: Completed
Take action

Your broker should have this.
Here's what to do about it.

You have two options — and both take less than two minutes.

Option 1 — Recommend it
Forward this to your broker
Your broker may not have heard of BrokerConnect yet. A quick message from you — someone they trust and work with — is the most powerful recommendation they could receive.
Copy a message to send them ↓
Option 2 — Find a broker who does
Work with a BrokerConnect broker
If your current broker isn't interested in giving you proper visibility, there are brokers out there who are — and who will treat your referrals with the professionalism they deserve.
Contact a BrokerConnect broker →
Why it matters

Better tools mean
better relationships

✓
Onboarding is done in minutes — not weeks
Digital agreement signing means no paperwork delays. You sign, upload ID, and your broker approves — typically within a day. You're referring from day one.
✓
You refer more confidently
When you can see that leads are being handled professionally, you send more of them. Your clients benefit, and so does your income.
✓
Your clients get a smoother experience
The client document portal means your clients upload their mortgage documents directly — no emailing attachments, no chasing, no missing files. Cases move faster.
✓
Commission disputes become a thing of the past
With a full audit trail of every lead, deal, and payment, there's never any ambiguity about what you're owed and when.
The bottom line
Introducers who can see their pipeline refer significantly more business than those who can't.
Visibility builds trust. Trust builds volume. When you know your broker is running a tight, professional operation — digital agreements, client document portal, real-time deal tracking — you refer more clients. It's that simple.
For your broker
BrokerConnect is a professional platform built specifically for FCA-regulated mortgage brokers who want to grow their referral network with proper compliance, digital agreements, and complete visibility — without a complex or expensive enterprise system.
You deserve better

Your referrals are valuable.
Make sure they're treated that way.

Whether you recommend BrokerConnect to your current broker or connect with one who already uses it — take the two minutes now. Your future commissions will thank you.

Copy message for your broker → Contact a BrokerConnect broker