Mortgage Advisor Support Services
We'll keep Your Clients Moving.
At Exchange Management, we recognise that your responsibilities don't conclude once a mortgage application has been submitted—this is often when your time becomes more constrained. Our clients still require reassurance, updates, and guidance as they progress towards completion, especially while you, as mortgage advisers, are busy assisting your next customer in securing the right mortgage. That's where our client support services come into play. Our dedicated move managers act as an extension of your business, providing essential support to your clients throughout the remainder of their property journey, ensuring that every transaction continues to progress smoothly.
How We Support Mortgage Advisers
We collaborate with mortgage advisers, independent advisers, mortgage brokerages, and financial practices to provide comprehensive client support services even after the mortgage application has been submitted.
Our team engages with estate agents, conveyancers, buyers, sellers, and other professionals as move managers, helping to detect delays before they escalate into issues and ensuring that everyone stays informed throughout the process.
By maintaining regular communication with your clients, we contribute to delivering the exceptional service they will remember long after receiving their mortgage offer.
Our Service Includes
Our dedicated move managers provide client support services tailored to each individual. We offer regular progress updates throughout the transaction and serve as a liaison with estate agents and conveyancers. Our move managers take the initiative to chase outstanding documentation when appropriate, while also monitoring milestones through to completion. We prioritize proactive communication to keep clients informed, helping to reduce unnecessary delays. When needed, we support clients by connecting them with trusted mortgage advisers and property professionals. Acting as an additional point of contact, our client support services effectively reduce the volume of progress enquiries received by your team.
Why Partner With Exchange Management?
Protect Your Reputation
Your clients remember the entire moving experience—not just the mortgage advice. By ensuring they receive exceptional client support services throughout their journey, especially after their application, you help strengthen your reputation for delivering outstanding service from start to finish.
Increase Capacity
Free your mortgage advisers from the burden of time-consuming progress chasing and client update calls. This allows them to concentrate on advising new customers, writing new business, and effectively growing your pipeline.
Improve Client Experience
Moving home can be a stressful endeavor. By assigning a dedicated Move Manager to each transaction, you provide clients with confidence, knowing that someone is proactively overseeing their move every step of the way.
Build Stronger Professional Relationships
Our close collaborations with estate agents, conveyancers, and other property professionals foster better communication, quicker issue resolution, and a smoother path to completion for all involved.
Generate Additional Opportunities
As part of the Exchange Home Trusted Network, you will join a collaborative community of property professionals. When suitable, we’ll introduce clients in need of mortgage advice to our trusted adviser partners, creating valuable opportunities to grow your business through high-quality referrals.
A True Extension of Your Business
Whether you are a sole adviser or a nationwide brokerage, our client support services are designed to enhance your existing client journey. We work professionally, communicate regularly, and always represent your business with the high standards your clients expect from expert mortgage advisers. The result is a smoother transaction, happier clients, stronger reviews, and more time for you to focus on what you do best—providing expert mortgage advice.
Our System
The system we use is currently employed by law firms and conveyancers throughout the country. It allows us to customize your client portal and all correspondence in your company colors, logo, and email addresses. As far as your clients are concerned, we operate as if we are part of your company and an extension of your staff, much like move managers.
No Monthly Fees
More Than Referrals
Our fees are charged per case rather than on a monthly retainer. This gives you a clear and accurate view of your pipeline at any time. Unless otherwise agreed, we will confirm our fee upon receipt of each case.
Let's Work Together
If you're looking to improve client retention, enhance your customer journey, and free up valuable adviser time, we invite you to discover how Exchange Home can serve as an extension of your business. By partnering with Exchange Home, you can offer exceptional client support services that ensure every client gets the assistance they deserve—from the mortgage application process to moving day, with the expertise of our move managers at your side.
