Refer clients
Become an Ocean Equity Release Introducer for your clients and grow your business.
Members of the Equity Release Council
Get in Touch
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Step 1
Refer your Clients to Ocean
If you refer your clients to Ocean, you could be doing them a huge favour.
Are you a business that speaks to clients over the age of 55 who may need lifetime mortgage advice?
Businesses such as estate agents, accountants or mortgage brokers should consider joining the many that already introduce Equity Rlease clients to Ocean.
Make referrals of clients to Ocean Ethical, Easy and Rewarding for All
Your Clients Come First
Low Client Fees
- We charge your clients low fees starting from £1,490
- Your clients will receive a free valuation on their property
- many Lifetime mortgage providers charge no lender fees
Best Client Outcomes
- All the clients Later Life Lending alternatives will be considered. This includes, Equity Release, Retirement Interest Only and Residential mortgages
- 100% file checks protecting advice standards
Service Excellence For Your Clients
- Industry recognised, award winning family run business with a great reputation for giving excellent service to every client. This is recognised in the excelent reviews on VouchedFor and Google
- Each case personally managed by Director level advisor
Brokers Win Too with referrals of clients to Ocean
Valuable Relationships & No Cross-Selling
- Your clients remain your clients. Only equity release advice is provided
- Ocean will develop our partnership to grow your Equity Release business
- Support will include Brochures and Videos for clients to Zoom calls and Case Studies for your team
Market Leading Commission
- Market leading rates of commission for referrals that proceed
- Commission paid on day of completion.
Service Excellence for Your Business
- Work with us to build your equity release business
- We will support your business to grow your Later Life Lending leads from new and existing clients. Call us to find the best way to start to Introduce Equity Release clients to Ocean.