Working with you
Referring your Client
We at Joshua Jacob work hard to ensure we keep you informed throughout the whole process of your referral.
Our simple, four-step referral process:
Navigate to our online referral form and submit the relevant details.
A no-obligation appointment is made with your client.
After our comprehensive research, a recommendation is given to your client and they decide to proceed and submit their application.
Your client’s funds are released, and you receive your fee from us.
Supporting your Business
- Healthy remunerations to our valued Introducers – contact us for further information
- Help and support in identifying clients who may benefit from Equity Release
- Marketing material
- The latest news and updates with regard to market changes
- Comprehensive Professional Indemnity
- No cross-selling