The platform was launched to support brokers in referring clients
The Just Refer portal from national brokerage Just Mortgages has supported brokers in referring over 750 clients for wider financial advice.
The new platform was launched in September 2023 with the goal of supporting brokers in referring clients to Just Mortgages’ advice arm, Just Wealth, which provides advice on pensions, savings investments, and protection.
The portal is also used to connect Just Mortgages’ clients with a qualified broker to discuss business protection, commercial advice, or equity release.
Brokers use the Just Refer portal to deliver a broad service to their clients while generating additional income, Just Mortgages said.
Amid growing demand for the platform, Just Refer has been upgraded to streamline the referral process and provide both brokers and advisers with greater intelligence.
This update was released after Just Wealth advisers received 2,200 leads and qualified introductions from brokers at Just Mortgages since November 2022.
In a statement, Just Mortgages National Director Carl Parker (pictured) described it as “fantastic” to see brokers responding to other “valuable opportunities” available to support clients.
“Just Refer has been a game changer in connecting brokers with health advisers, allowing them to increase their value to the client and maximise opportunities identified as part of the fact find,” Parker said.
Some of what the Just Refer platform does:
- Allows brokers to maintain a clear line of sight throughout the referral process
- Brokers can better track outcomes
- Just Wealth advisers access a higher quality of referrals
The platform keeps clients in-house to return clients back to the original referrer for the next remortgage period or if their needs change.
Parker also said the platform is a “great fit” for those who cannot get the full benefit of taking one of the company’s licence courses but want to support clients in a “deeper way and be part of that revenue share.
“The latest upgrades will only improve this service for all parties and encourage more brokers to realise this opportunity,” Parker said.
Financial advisers from Just Wealth all work on a self-employed basis and can freely advise on matters like pensions, savings and investments, and family and business planning.
Meanwhile, Just Mortgages employ over 650 mortgage and protection brokers across the UK and its self-employed division is approaching 500 brokers.
