Embrace Financial Services
Embrace Financial Services has been specially designed for Estate Agency businesses to help drive more opportunities... Read more
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Embrace Financial Services has been specially designed for Estate Agency businesses to help drive more opportunities and income while providing a five-star mortgage and protection service to your customers.
Working with Embrace is straightforward. All your staff will need to do is introduce Embrace to customers, send us the details and we’ll do the rest, It really is as simple as that and it all starts with your initial enquiry.
Embrace our expertise and benefit from:
- A national network of financial consultants completing over 25,000 mortgages last year, with 98% customer recommendation*
- Your customers get access to thousands of mortgages
- Training provided to your teams
- Compliance approved promotional materials also provided
*Treating Customers Fairly survey September 2020
Product Summary
- AIP Planning
- Mortgage and Re-Mortgage
- Specialists in life and critical illness cover
- Tenant/Income Protection Insurance
- Anniversary Mortgage
- Access to Bridging Finance, Commercial Loans, and Development Finance
Problems we solve for agents
Our understanding of Estate Agency and how to integrate financial services effectively into branches means we have many ideas and initiatives on how to make this a successful partnership.
One of the key benefits of working with Embrace Financial Services is that we offer dedicated Consultants, on an employed basis, paid by us. We manage the Consultant based upon Agency Best Practice and want them to be a vital member of the office team.
Your Financial Consultant/s will give daily appointment feedback, generally during the morning meetings or however you do your daily team updates.
We are able to offer National Coverage.
We provide mortgage and protection advice for businesses including Your Move, Reeds Rains, and Mortgage Gym.
A commission rate percentage is agreed based on levels of banked business. We pay the same rate of commission on new and anniversary cases to our partners.
Management account statements are issued monthly and commission is paid monthly on the net banked amount on your account.
Setup / Onboarding
Once a completed application form is returned signed, along with I.D and proof of address the approval process will take on average three to four weeks.
During this approval period will we begin working on a range dual branded marketing including social media videos, whilst also discussing and agreeing on a business plan to make sure no time is lost once approval is granted.
Training & Support
Initially, we provide training videos - how to book mortgage and tenant protection appointments. We recommend all staff members who have contact with customers watch these videos. Your Financial Consultant/s and local Management Team will provide further training through- coaching, role-plays, observations, Rightmove call feedback. We can adapt to your training requirements.
Additionally we will set out quarterly reviews between the Business Account Manager, assigned Financial Consultant and the Office Manager to discuss current result against business plan, any areas of improvement, and any additional marketing or coaching required.
Solutions
Category
Departments
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