Services

What we offer

Here at Beneficial, we offer a wide range of services to support you as part of our appointed representative package. Everything from our file checking to our CRM system are included in your monthly fee.

What’s on offer

Mortgage

Gain access to over 100 lenders, giving you a wide range of options to find the perfect solution for your clients.

Access to a range of insurers to safeguard your clients and give them peace of mind for the future.

Comprehensive insurance partners and solutions to meet every client’s needs.

Access to the equity release market designed for clients planning for later life, helping them unlock opportunities and security.

Use niche and specialist lending options for clients with unique financial situations or complex requirements.

Gain access to our exclusive Conveyancing Panel – giving you the opportunity to refer and earn.

Robust compliance and protection with our dedicated compliance team to safeguard your business and compliance.

Ongoing 1:1 support, advice and professional development to support your growth.

Easily log and complete your CPD with bitesize training modules on our online learning hub.

We help source, screen and onboard new advisers to enable you to grow your team whilst focusing on what you do best.

Industry-leading CRM system designed to streamline processes, speed up application times and boost productivity.

Our Mortgage Help Desk is there to provide expert advice and support for all your mortgage-related questions and cases whenever you need assistance.

Busy, on holiday, or need to pass on a complex case? Our mortgage referral team are here to help – offering generous commission splits in your favour.

Short on time for social media? Looking for a brand-new website or a fresh update to your outdated one? Get in touch to see how we can support your digital presence.

Other services

Compliance support

Our simple supervision and monitoring scheme keeps your business moving and keeps you up to date with industry standards and expectations.

File checking

In order to support our advisers and to keep your customers protected we use a common sense approach to the file checking process, which is straight forward and quick but protects your customers and your business.

Events and training

As part of beneficial you’ll have unrestricted access to regular events and ongoing training, workshops and webinars. We have group training and 1-2-1 training available both centralised and local to you.

Technology

We have extremely good relationships with our technology partners to make life a little easier as an adviser. With our with our all-in-one CRM system and sourcing system you can store all your business and cases, in a compliant and orderly fashion to match our robust sales process and procedures.

Growing your AR

If you are looking to expand your team, we can help with our robust onboarding and screening process, we can make sure we get the correct candidate to fit your business model.

Markets and lenders

We offer over 100+ lenders for domestic and commercial mortgages as well as providers who offer protection, general insurance and equity release. We constantly add lenders and providers to our panel to give you the best options possible for the customer and your business.

Additional Services

Mortgage Help Desk

Struggling to place a case? or planning a holiday? We can help support brokers with case placement or criteria. Advisers can refer cases in to earn a generous 60/40 split in their favour, we accept all case types for this service including Equity Release cases.

Full support and training for all insurances products. We have a dedicated referral service, where advisers can refer and earn on insurance products.

No time for social media? or are you needing a new website or updating a tired old website? Speak to the team to see how we can help you and your business.

Quick enquiry

Use our quick enquiry form below, alternatively call 0333 7000 900 or more information.

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