Mortgage Buddy.

Refer customers to mortgage brokers and track your introductions.

Submit referrals from one portal, follow their permitted progress, and see itemised illustrative earnings when a broker purchases your introduction.

Demo preview: registration is simulated and creates a fictional pending profile.

Why introducers use Mortgage Buddy

One referral portal

After registration and approval, submit customer referrals through a single guided form — the same questions a customer would answer.

Progress without chasing

Track each referral's permitted progress — awaiting a broker, in progress, completed or closed — without separate phone calls or emails.

A clear declaration

Confirming you've spoken with the customer is recorded separately from their permission to share details, so brokers can see exactly what was declared.

Itemised earnings

When a broker purchases one of your referrals, an itemised earnings entry shows the fee paid, your illustrative share and its payment status history.

Your identity stays private

Purchasing brokers see an opaque source reference, never your name or business, anywhere in their views.

How joining works

  1. 1Register your profile and professional role.
  2. 2Your registration is reviewed and approved before the referral form opens.
  3. 3Submit a customer referral, confirming their permission to share details.
  4. 4Track the referral's progress and any eligible earnings from your portal.

Approval criteria and production timing are still being decided — this demo does not claim they already operate.

A fictional example

Fictional example — one purchased referral

Broker-paid fee (Specialist tier, illustrative)
£45.00
Your illustrative share (70%)
£31.50
Platform share
£13.50
Status
Pending

Earnings arise only when a broker purchases your referral. Amounts are illustrative, before unresolved payment costs and tax — not a promise of income, payout dates or transfers.

Questions, answered plainly

Illustrative roles: Estate agent, Property finder, Solicitor, Tax adviser, Other — not automatic approval or regulatory permission.