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Not a Network, not a Club. Something much much better

You don’t need to be an introducer to refer business to Echo Finance. We are a packager for specialist lending and often take care of leads that other firms don’t have the expertise for.

If you’re a brokerage or another type of financial services provider with leads to offer us, we’d like to hear from you, and can offer more than one way to monetise your enquiries.

Referring business on a revenue share basis

There are advisers on our team with a wide range of specialties, including some who focus only on niche areas of mortgage lending, like self-build or high net worth. This enables us to place enquiries that many brokerages cannot, but we’re interested in all lead types.

If you have leads to sell, one option we can offer is taking them from you on a revenue share basis, where we will convert them for you and pay you your share of the commission.

We are interested in taking the following lead types of a rev share agreement:

  • All mortgage types

  • Protection (all indemnity terms)

  • Home and property insurance

  • Equity release and later life lending

  • Bridging finance

  • Commercial mortgages

  • Second charge loans

  • Wills & estate planning

Thanks to our industry-leading customer relationship management system, Echo CRM, you will have full transparency on the amount of revenue we have generated from any leads or business you have referred to us and keep track of the commission you are earning.

Get in touch here if you have leads you think we’d be interested in.

Selling leads through our online marketplace

If rev share isn’t for you, we can offer an alternative way to generate revenue from any surplus leads you have or enquiries you cannot monetise yourself.

Our sister service, LeadCrowd, is an online marketplace for financial services leads, including mortgage business. You can sell your enquiries on there to clients who will pay upfront on ‘per lead’ basis, when you sign up to become one of our lead partners.

To become a lead partner, you will need to be able to provide us with leads that are:

  • Web-generated

  • Available for our lead buyers to purchase in real-time

  • Offered to our buyers on an exclusive basis - i.e. not sold to multiple brokers/advisers

We will pay you weekly for the leads you sell on LeadCrowd and we are flexible on the amount of leads you sell through us - there’s no minimum number that we need from you.

Find out more about becoming a lead partner over on LeadCrowd.

FAQs

You can see a wide range of non-mortgage enquiries through LeadCrowd as it covers the entire financial services industry and other sectors too.

Examples of the non-mortgage/property leads you can sell include:

  • Pension leads

  • Pet insurance

  • Travel insurance

  • Vehicle insurance

  • And much more

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THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IF YOU ARE THINKING OF CONSOLIDATING EXISTING BORROWING YOU SHOULD BE AWARE THAT YOU MAY BE EXTENDING THE TERMS OF THE DEBT AND INCREASING THE TOTAL AMOUNT YOU REPAY.

Legal Information

Echo Finance Limited is registered in England and Wales (6939070) and is authorised and regulated by the Financial Conduct Authority and is on the Financial Services Register (570073). The Guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. We are a credit broker, not a lender. ICO Z3021614.

Our registered office is The 1812 Building, Wheatley Park, Mirfield, West Yorkshire, WF14 8HE.

The Financial Conduct Authority does not regulate Will Writing, Estate Planning and some forms of Mortgages.

The rates shown are for illustrative purposes only, they should not be taken as any form of advice or recommendation. Actual mortgage quotes are based on individual circumstances. *Example rate shown is a 5 year fixed rate mortgage from HSBC with an initial rate of 3.99% for 5 years; then reverts to SVR after intro period (26/03/2025).

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk.

Terms & Conditions

We conduct both regulated and unregulated business and therefore not all products provided through us are regulated by the Financial Conduct Authority. We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business). Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.

At Echo Finance, we strive to provide informative guides and tips, however, please note that you use the information provided at your own risk. We cannot be held liable for any issues that arise from using the information provided.

The information found on our website is not tailored advice specifically for each individual reader and therefore should not be taken as financial advice.

Our team is updated regularly to keep up with changing lender criteria and policies, so be sure to contact one of our advisors for accurate up-to-date information. All of the advisors we work with are qualified to provide advice and partner with firms authorised and regulated by the Financial Conduct Authority. These specialists are regulated professionals who can provide tailored advice that fits your needs.

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