Enhance Your Financial Wellbeing Offering

Transform your employees’ financial wellbeing with our staff mortgage scheme, offering tailored mortgage advice and financial education.

Happy employees at work

What We Offer

Supported by cutting-edge technology, our service caters to both HR and employees, ensuring a seamless experience for all.

Our staff mortgage scheme includes:

Access to Expert Advice

Facilitate employee convenience through booking systems available 7 days a week.

Expert-Led Seminars & Webinars

Stay ahead of the curve with the latest mortgage trends, tips, and insights led by industry experts.

Personalised Mortgage Advice

Tailored mortgage options for each employee’s specific needs.

Financial Education Hub

Access to extensive resources, enabling employees to make informed financial decisions.

Lunch & Learn Sessions

Convenient, educational sessions on mortgage-related topics to deepen financial knowledge.

24/7 Mortgage Rate Monitoring

Our AI-enabled technology offers real-time rate tracking, ensuring employees get the best rate available to them.

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Benefits for HR Professionals

Enhanced Wellbeing
Provide employees with the advantage of improved financial wellbeing.

Cutting-Edge Technology
Provide your employees access to the latest mortgage technology.

Strengthen Your Employer Brand
Attract elite talent and enhance your image with superior financial incentives.

Free Service
A valuable, no-cost benefit for your business.

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Benefits for Your Employees

Revolutionary Mortgage Technology
Give your employees access to our live affordability calculators and instant access to mortgage options, providing real-time rates, payments and lender fees.

User-Friendly Platform
Effortlessly accessible and straightforward to navigate.

Specialist Advice
Expert guidance from our experienced advisers.

Free Service
Provides employees with access to fee-free mortgage advice and financial education.

Exclusive Products
Access to lending rates not available directly from banks.

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Simple Onboarding Process

Our streamlined onboarding process includes:

Tailored Implementation
Working closely with your HR team to customise features that align with your organisation.

Event Coordination
Seamless planning and execution of mortgage events tailored to your organisation.

Live Dashboard
Instantly track insights with your live dashboard, allowing you to review employee engagement.

Ongoing Performance Reports
Receive detailed reports showcasing the positive impact on your employees’ financial wellbeing.

Ready to elevate your employees’ financial wellbeing? Book a demo today!

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Frequently Asked Questions

There’s no endorsement necessary; you’re simply providing your staff with access to a fee-free service.

We are directly authorised by the FCA and provide advice and recommendations. We make it clear in our disclaimers that the company is not liable for the advice we provide.

We plan an events calendar for the year ahead, including seminars, webinars, and mortgage surgeries.

We provide access to our technology, personalised to your firm, and customise internal launch and reminder emails. You will receive a digital welcome pack including everything.

A mortgage surgery, also referred to as a mortgage clinic, is a session where individuals remortgaging or prospective homebuyers can meet with our mortgage advisers. During these sessions, we will discuss their mortgage options, provide advice, and assist in finding the right mortgage product for their needs. These meetings can be held in-person, on-site or remotely via video call.

The launch process is very straightforward:

We prepare and provide you with all the communications to be circulated to your staff, working with you to tailor the content.

Our technology allows you, as the HR manager, to access everything in one place. This includes scheduling events and selecting the services and information your employees will have access to.

There is no cost. These services are entirely free for both the company and individual employees.

As we don’t charge for the service, no contract is required. You aren’t obligated to use our service for any length of time. It’s up to us to demonstrate the value and benefit of the service to you and your employees.

We request feedback following all appointments and provide this to you anonymously as part of our MI reporting.

We would still provide the same service. The only change would be that they would no longer have access to the portal.

Staff members are welcome to bring their partner or joint borrower with them or include them in the appointment. This does not affect the service, which will remain fee-free.

We welcome referrals and extend our fee-free offer to anyone referred by staff at your company.

No, our service is available to everyone, regardless of mortgage size.

Please note: a mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. You may have to pay an early repayment charge to your existing lender if you remortgage. We also advise to think carefully before securing other debts against your home.

What our clients say…

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'Fantastic service from start to finish, always available and at the end of the phone to assist and give updates on any progress. The process was very stress free and professional... I would highly recommend.'

Google Review

For every mortgage, we donate a
percentage to worthy causes