Estate Agents

Quite simply put, we love estate agents (bet you don’t hear that often). From the outset we’ve worked hard to provide a service for our agency partners that’s informed, diligent and helpful.

We understand that your clients and reputation are the most valued aspect of your business, so we take care to ensure that the client journey is efficient, straightforward and empathetic. Every customer touch point has been carefully mapped out, from initial contact to completion. So what makes us unique and how do we help your business?

Image courtesy of Davies & Davies Estate Agents Finsbury Park

Start your journey...

1

We're genuinely different

We employ a full back of house team to submit each mortgage and protection application and regularly track the progress of each one to completion. Each case is properly handled by a series of experts, rather than just one stressed out broker. This means the process is quicker and more efficient, leaving your broker to do what they do best – selling on your behalf.

Heron Financial, mortgage brokers, insurance specialists, UK, London, Home Counties, England
2

Exemplary communication and regular reporting

Communication is at the heart of everything we do, so we keep in regular contact with our clients and agent partners. Our advisers spend time in branches weekly and we’ve set-up a comprehensive yet user-friendly reporting system which allows you to easily track referrals, follow-ups and case progression. Furthermore, you’ll receive a monthly application pipeline and commission paid report, allowing you to easily keep on top of performance and revenue.

Heron Financial, mortgage brokers, insurance specialists, UK, London, Home Counties, England, estate agents
3

In-house training and regular broker presence

We get that keeping your staff informed and properly supported helps to create confidence – making your team sell better and act as even better ambassadors for your company.

So we offer all of our estate agent partners regular and well thought out training sessions. We truly believe that this is a core part of why our agent relationships are so successful and mutually profitable.

Heron Financial, mortgage brokers, insurance specialists, UK, London, Home Counties, England, estate agents
4

All under one roof

We focus on three core financial services: mortgages, protection and insurance.

Because we offer multiple services that perfectly complement each other we’re far more likely to win business, as it’s all conveniently under one roof. This is then reflected in increased revenues for your own business, as well as improved client satisfaction.

Heron Financial, mortgage brokers, insurance specialists, UK, London, Home Counties, England, estate agents
5

The power of positioning financial services

As well as increasing your revenue we can enhance the service you offer to your clients. By working with us your clients will see you as an ‘all round agent’, taking away the stress of having to source additional service providers.

We also have a duty of care to all clients and partners, so we perform solid vetting of each applicants affordability. It’s also a fantastic listing tool, instilling additional confidence in your vendors.

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We have a duty of care to ensure that all our mortgage clients fully understand the importance of protection, taking a moment to check that in the eventuality of income vulnerability or unforeseen illness, you and your family have adequate cover to protect such circumstances which, as we all know, sadly do arise. To discuss your options please call us on 0203 195 1982 or find out more here.

For anything else, give us a call*, drop us an email or pop in for a cup of tea or learn more here or book an appointment here.

+44 (0)203 195 1982

info@heronfinancial.co.uk

134 High Street, Rickmansworth, WD3 1AB

*Your call may be monitored or recorded for quality assurance purposes or to gather customer data that enables us to provide a better and more tailored service. The information may also be used for marketing purposes to identify market trends, evaluate staff performance, resolve disputes and improve the customer experience.