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WORKING WITH MORTGAGE BROKERS

together in partnership

Helping you add value to your client experience

Booking for - October 9, 2020*

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 price

All you need to do is pick the right fee scale and you will be presented with the price. If you would like to add a broker admin fee, you simply tick the box at the bottom before taking payment. You will need the customers card details in order to proceed and permission to debit their card. Terms and conditions should be offered to the client which are online.

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 complete this instruction and take payment.

Submission Form

Please complete this on behalf of your client making sure to supply all information. Once payment has been taken, this submission will be passed to the bookings team who will be in touch with the point of access to arrange entry.


inc VAT.

About the property

Let's focus on the new property. Please confirm the properties construction, listed status, age, address and how we access it.


Property Unsuitable for RICS HomeBuyer Report

Due to the nature of this property, we are unable to perform an RICS HomeBuyers report and suggest you pursue a report that would be more suitable.


Step 3. Leave it to us

In the first instance, we will contact the contact and get a date in the diary for inspection.

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.

matrimonial valuation

Staying COVID-19 Secure in 2020 We confirm we have complied with the government’s guidance on managing the risk of COVID-19.
https://www.gov.uk/guidance/working-safely-during-coronavirus-covid-19/homes

Help to buy survey