Estate agents Referral partnership

Help Your Buyers Move From Accepted Offer to Mortgage Offer Faster

WIS Mortgages helps estate agents qualify buyers quickly, prepare applications faster and move suitable cases towards mortgage offer with greater confidence.

Register as an Estate Agent Partner Refer a Client

Already working with us? Use our referral form to send us your buyer's details.

Accepted Offer → Mortgage Offer Indicative timeline
Typical broker ~6 weeks
WIS & MortgagX Designed to move faster
Buyer qualified in < 8 min per person

Why Mortgage Speed Matters

Estate agents get paid when transactions complete , not when they're submitted.

If the buyer isn't qualified properly, documents are requested late, or the application takes too long to prepare, the valuation and mortgage offer get delayed. WIS Mortgages is built to help reduce those delays.

Buyer qualification delays

Affordability and eligibility checks done late slow everything down.

Late document collection

Missing payslips, ID and bank statements push back submission.

Slower valuation & offer

Late submission means slower valuation, underwriting and mortgage offer.

02 Why partner with us

Five Reasons Estate Agents Work With Us

A technology-led mortgage broker built to help estate agents move suitable buyers from accepted offer to mortgage offer faster.

Reason 01

Buyer Qualification in Under 8 Minutes

MortgagX qualifies a lead in under 8 minutes per person, for quicker clarity on whether a buyer is mortgage-ready.

< 8 min / person
Subject to client providing required info.
Reason 02

Faster Application Preparation

MortgagX supports fact-finding, document collection, affordability checks and case preparation, so advisers focus on advice and submission.

Built around your timeline.
Reason 03

Faster Route to Valuation & Offer

The sooner a suitable application is submitted, the sooner valuation can usually begin, and mortgage offer can follow.

Designed to keep cases moving.
Reason 04

5-Star Rated Client Service

Highly rated across Google and Trustpilot. Your buyers are being introduced to a trusted mortgage team.

Google Trustpilot
Reviews as displayed on third-party platforms.
Reason 05

Fully Integrated Support

Connected services (conveyancing, surveys and insurance) through our in-house and partner network. Keep more of the transaction in one place.

Mortgage Advice Conveyancing Surveys Insurance

03 How it works

From Registration to Mortgage Offer in Five Steps

A simple referral partnership designed around how estate agents already work.

Step 01 · You

Register With Us

Complete a short registration form so our team has your details.

Step 02 · You

Refer the Buyer

Use the dedicated referral page to send us the buyer's details.

Step 03 · WIS

We Qualify the Buyer

We contact the buyer and complete initial qualification.

Step 04 · WIS

We Prepare the Application

MortgagX helps us collect and process key information efficiently.

Step 05 · Together

We Move the Case Forward

Application, valuation, underwriting and mortgage offer.

Trusted by hundreds of UK estate agents and homebuyers

Foxtons Hamptons Knight Frank Savills Dexters Winkworth

04 Register

Register as an Estate Agent Partner

Complete your details below and our team will contact you to explain how our estate agent referral process works.

No fee to partner

Free to register. No setup costs. No retainer.

Dedicated account contact

One named adviser per agency, with fast escalation when you need it.

Track referrals in one place

See the status of every buyer you've referred from a single dashboard.

Registration · Estate Agent ~2 min to complete



    By submitting this form, you agree that WIS Mortgages may contact you about estate agent referral support. We handle your information in line with our privacy policy.

    Already have a buyer to refer?

    Send Us a Buyer's Details in Under 2 Minutes.

    If you already have a client who needs mortgage support, send us their details through our dedicated referral form. We'll qualify them quickly and keep you updated as the case progresses.

    Refer a Client Talk to the team

    Please make sure the client has given permission for their details to be shared with WIS Mortgages.

    What we'll need from you

    Estate agent detailsRequired
    Client name + contactRequired
    Property addressOptional
    Offer accepted?Optional
    Services neededPick from list
    Client consentRequired ✓