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Broker support
Our aim is to make placing business with Intelligent Finance as easy and hassle-free as possible. We've developed a range of tools and sales aids to support the work you do when communicating the benefits of Intelligent Finance to your clients.

 Extra commission on offset mortgages
You can earn even more commission on all new offset mortgage applications, when your clients actively offset* their mortgage against their current account and/or savings product(s).

You can earn from 0.55% on the initial mortgage drawdown amount if your clients actively offset.

Whilst you may recommend an offset mortgage, your clients are free to purchase any combination of jars within the plan and are under no obligation to fund their jars in any particular manner.

To be eligible for active offset commission the following criteria must be met:

 Application

To meet the "point of sale criteria" a savings and/or current account must be applied for and reach agreement in principle stage on the same business day as the offset mortgage application.

Your clients must make use of at least one of the flexible features listed below:

 Current Account

  • make regular monthly deposits of minimum £1000 per month into their current account, for example a mandated salary, and/or
  • use of our Current Account Transfer Service.

 Savings (Direct Access or ISA)

  • deposit and maintain a savings balance of at least 2% of their mortgage balance.

 Payment of commission
When the mortgage completes commission will be paid in two ways:
  • If the plan has met the active offset criteria then full active offset commission will be paid
  • If the plan has not met the active offset criteria then standard offset commission will be paid.
*A client who actively offsets must hold an offset mortgage and a savings and/or current account and make regular use of the flexible features of these accounts. For example, using our Current Account Transfer Service or maintaining a balance within their savings jar(s) of at least 2% of their mortgage balance.
Broker Conveyancing

Our new Broker Conveyancing service is a fast and easy way of making you some extra money

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