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Working With Mortgage Brokers

together in partnership

Helping you add value to your client experience

We know how much time you invest into your clients and the extent of the services you offer. As such, it makes perfect sense for you to be able to offer RICS Surveying Services to your clients when they need them. After all, why run the risk of your customers talking to a business who may have other interests. 

In certain cases we can accept direct instructions from you which retains your position in the driving seat.

We make is very simple to refer leads over to us and where required our partners are able to instruct on behalf of their clients. You can also be safe in the knowledge that we do not share your client data with anyone.

Call Mark Ninnim today on 07525 932299 to discuss how we can work together or to set up an introducer agreement. Alternatively, email mark.ninnim@financeplanning.co.uk and we will get straight back to you.

  • RICS Accredited
  • 2m P.I Insurance
  • Adoption of latest technology
  • Fully confidential service
  • Ability to tackle complex valuation models
  • Work on a one to one basis
  • Will not cross sell to your clients
  • Will not pass their data to third parties (as per privacy policy)

Step 1. Calculate the net price

Simply slide the bar until you arefind the custmers price range. This will give you the report cost from which you can pass onto your client or apply an administration fee. If you choose to apply an administration fee, simply add this to the price and include in the form below.

50000
Cost for HomeBuyers Report. For properties in excess of £2,000,000 please contact us.
Total£

Step 2. Instruct us on behalf of your client

Once you have presented the price to your client and gained agreement to proceed, the next step is to let us know who your client is and how much you have agreed to charge them. Once you do this we will be in touch with them to take further details, payment and agree a date.

Step 3. Leave it to us

In the first instance, we will send an official quote and instruction form to your client before booking a suitable date. Prior to the inspection, our Surveyor will call your client to ask if there is anything in particular that they would like us to focus on i.e damp.

Once we have visited the property, we will call your client once more to give an overview of the property. We find that people love the personal touch that this provides and gives them the opportunity to ask questions. 

We then send a hard copy report to the purchaser.

At this point we raise a credit for your administration fee if you have applied one and this will be paid to your nominated account.

RICS HomeBuyer Report

Working together for a great client outcome

Our aim is to deliver the very best in RICS accredited Surveys and Valuations. We offer and extensive portforlio of products which match the needs of every situation.

We have seen a trend of Mortgage Lenders withdrawing the RICS HomeBuyer option to its clients. In turn, this leaves customers with a real need that can't be fulfilled along with the mortgage application, that's where we come in.

More importantly, we regonise that your client relationship is crucial and we do everything we can to make our service an extension of your own

Robin Wells BSc (Hons) MA MRICS

If you get asked about Surveys or have the need for RICS accredited valuations, please get in touch as we would love to business with you.

RICS Probate Valuation

A little bit about the RICS and why we are proud to be a member

The Royal Institution of Chartered Surveyors (RICS) is a professional body that accredits professionals within the land, property, construction, and infrastructure sectors worldwide.

Professionals holding RICS qualifications may use the following designations after their name: MRICS (Member), FRICS (Fellow), AssocRICS (Associate). Those with the designation MRICS or FRICS are also known as chartered surveyors.

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