Estate agents & developers
A point of contact when a buyer needs mortgage advice, is moving home or wants to understand their borrowing options.
Typical enquiry: a buyer planning an onward purchase.
MOVA / Introducer partnerships
Mortgage referrals.
Handled personally.
Give your clients a direct route to mortgage, protection and property finance support. Work with Steven Cooper, MOVA’s founder, and agree a referral process that respects the relationship you have built.
Initial conversation at no cost · Phone or video
A named contactAgreed progress updatesClear roles and terms
Mortgage & Protection Adviser
Who we work with
A useful connection for your business.
MOVA welcomes conversations with professionals who want a considered route for their clients’ mortgage, finance or protection enquiries.
Accountants
Support for clients with self-employed income, company accounts or borrowing needs that deserve a closer look.
Typical enquiry: a company director planning to remortgage.
Solicitors & conveyancers
A conversation when a client needs mortgage or property finance support alongside your legal work, with each party’s role clearly agreed.
Typical enquiry: finance questions arising during a property transaction.
Advisers & estate planners
Discuss mortgage or protection needs outside your own service scope, while keeping the client’s wider plans in view.
Typical enquiry: a client reviewing their mortgage or family protection.
Other property and professional businesses are welcome to get in touch.
Working with MOVA
Your relationship matters throughout.
An introduction should feel like a considered next step for your client. Start by agreeing how the handover and communication will work.
Speak directly with Steven.
Discuss the enquiry with the person who will assess the next step. You can start with an anonymised outline.
Keep the client informed.
The client should understand who will contact them, what the conversation is for and any relevant fees or referral arrangements.
Agree useful updates.
Set the milestones you want to hear about. Updates are shared in line with the client’s permissions and confidentiality.
Where we can help
Three areas of support for your clients.
Mortgages
First-time buyers, home movers, remortgages, buy-to-let and cases involving self-employed income or complex circumstances.
Explore mortgage support →Commercial finance
Bridging, refurbishment, development and commercial property enquiries, assessed around the project and proposed repayment route.
Explore property finance →Protection
Life insurance, critical illness cover and income protection, considered alongside a client’s needs, existing cover and budget.
Explore protection →Finance remains subject to lender criteria and assessment. Where another specialist is needed, the provider and their role will be explained to the client.
The referral process
A clear handover from the start.
- 01
Discuss the fit
Tell Steven about your business, the clients you support and the enquiries you would like help with.
- 02
Agree the arrangement
Confirm service scope, each party’s role, the referral route, updates and any commercial terms in writing.
- 03
Make the introduction
Ask your client before sharing their details. Use the agreed route and provide only the information needed.
- 04
Keep communication clear
MOVA contacts the client and assesses the next step. Receive the updates agreed with the client.
Start a partnership conversation
Tell us what would make the relationship useful.
A short business introduction is enough.
Book a conversation with Steven or send a partnership enquiry. You do not need a live case to explore working together.
Already working with MOVA?
Use your agreed referral route. For a new or unusual case, discuss an anonymised outline with Steven first.
Call Steven: 0330 633 0379 →- Your name, business and role.
- The types of clients or enquiries you support.
- The support and communication you would find useful.
Please do not put client names, financial records, credit reports or medical information in the initial website enquiry. Agree the appropriate handover first.
Partnership questions
Useful details before we speak.
Can I discuss a case before making an introduction?
Yes. Start with an anonymised outline of the situation and the support needed. Avoid identifying or sensitive details until the appropriate process and permissions are agreed.
Do you offer referral-fee arrangements?
Any referral-fee arrangement is discussed during onboarding, with the calculation, payment conditions and required client disclosures agreed in writing before referrals begin.
What updates can I expect?
Agree the useful milestones with Steven at the outset. Updates depend on the client’s permissions and the information that can appropriately be shared. Their financial and medical details remain confidential.
Can I refer a client for protection only?
Yes. You can discuss a protection enquiry without a mortgage application. MOVA will assess the client’s needs, existing arrangements and the appropriate next step.
Who is responsible for the advice?
MOVA is responsible for the advice and service it provides within its scope. Introducers should stay within their own permissions and agreed role. Where another specialist provides a service, that provider’s role will be explained.
Do I need a regular flow of clients to enquire?
You do not need a live case to start a partnership conversation. Explain the enquiries you expect and Steven will discuss whether the relationship is a suitable fit.
Your next step
Let’s talk about working together.
Tell Steven about your business and the support your clients need.
Prefer to call? 0330 633 0379
Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The amount will depend on the client’s circumstances and will be explained and agreed before they choose to proceed.
