Referrals explained
When you register to become a Key Partner you can start using our streamlined and secure referral system to refer your equity release clients to our specialist advisers.
Our paid referral service explained
Step 1: Register to download the Key Partnerships brochure and introducer's agreement. Sign and fax the agreement to us on 0845 12 555 13.
Step 2: We will normally contact you within 24 hours to notify you that your account has been activated (Between Monday and Friday only) and give you your login details.
Step 3: Log in to the secure section of the Key Partnerships website to refer an equity release client.
Step 4: We will deal with any referral within 48 hours of receipt. On dealing with the referral, we will send an email to you confirming receipt of the details. We then use the referral details you supply to check that your client qualifies for equity release.
Step 5: If a client does not qualify for equity release, we will inform you via email. (As a general rule we do not contact the client, unless we require them to elaborate on the information provided, before confirming if they do qualify).
Step 6: If a client qualifies for equity release, we will contact the client to confirm all their details and to arrange an initial, free of charge, no obligation consultation with one of our advisers. We will do this within 48 hours of receiving the referral. We will then send an email to you to confirm the date of the initial consultation.
Step 7: If we are unable to contact the client, we will try three times by telephone and then we will send a letter enclosing our contact details. We will email you to update you.
Step 8: If a client decides to apply for the recommended plan, we will update you again by email when the completed application has been received. Conversely, we will also update you via email if the client decides not to proceed at any stage.
Step 9: On issue of the equity release offer, we will send you an email to confirm this has been done.
Step 10: On completion of your client's plan, we will send you an email to confirm the date of completion and payment arrangements.
