Estate Agents
- Supporting you with expert advice and top-quality products
- Working closely with you to understand your wants and needs, ensuring these align with your budget.
- Finding you the most suitable deal for now and in the future.
Please contact us for a no-obligation conversation with an adviser about the most suitable mortgage option for you.
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Legalities
Your home may be repossessed if you do not keep up repayments on your mortgage.
Why should an Estate Agent work with us?
1. What Makes us Unique?
At Heron Financial we build long lasting, working relationships with external agencies and your/our customers.
What’s more, we’re open seven days a week. Our unique process is streamlined resulting in straight forward mortgage advice. Customers are assigned a single point of contact whilst each and every mortgage case is handled by relevant specialists.
3. Training & Presence
A confident and passionate team will naturally increase sales.
We assist Estate Agents and their employees with regular, well-structured, in house training sessions. Our methods are tried and tested at Heron Financial. Working closely with you our relationships strengthen, becoming mutually profitable. Longer term you’ll experience a team of proud company ambassadors.
5. How to Position Financial Services
Working in partnership with Heron Financial you’re immediately increasing the number of services offered.
This method boosts trust and confidence faster within the client relationship. For you, the Estate Agent, additional services are just a phone call away. Your customers continue to experience a single point of contact with knowledgeable experts.
2. Communication is Key
As mentioned above, a single point of contact ensures the mortgage process is smooth.
We believe communication is absolutely key and it therefore plays a huge role in our services. Our user friendly report system allows Estate Agencies to track referrals, follow ups and case progressions. Monthly reports mean you keep on top of performance.
4. Find us Under One Roof
It’s fundamental you find working with our team straightforward and without the need to obtain complementary services elsewhere.
We are providing mortgages, protection and insurance products, all specifically based upon the needs of your customers. Over time you’ll experience increases in client satisfaction and revenue.
1. What Makes us Unique?
At Heron Financial we build long lasting, working relationships with external agencies and your/our customers.
What’s more, we’re open seven days a week. Our unique process is streamlined resulting in straight forward mortgage advice. Customers are assigned a single point of contact whilst each and every mortgage case is handled by relevant specialists.
2. Communication is Key
As mentioned above, a single point of contact ensures the mortgage process is smooth.
We believe communication is absolutely key and it therefore plays a huge role in our services. Our user friendly report system allows Estate Agencies to track referrals, follow ups and case progressions. Monthly reports mean you keep on top of performance.
3. Training & Presence
A confident and passionate team will naturally increase sales.
We assist Estate Agents and their employees with regular, well-structured, in house training sessions. Our methods are tried and tested at Heron Financial. Working closely with you our relationships strengthen, becoming mutually profitable. Longer term you’ll experience a team of proud company ambassadors.
4. Find us Under One Roof
It’s fundamental you find working with our team straightforward and without the need to obtain complementary services elsewhere.
We are providing mortgages, protection and insurance products, all specifically based upon the needs of your customers. Over time you’ll experience increases in client satisfaction and revenue.
5. How to Position Financial Services
Working in partnership with Heron Financial you’re immediately increasing the number of services offered.
This method boosts trust and confidence faster within the client relationship. For you, the Estate Agent, additional services are just a phone call away. Your customers continue to experience a single point of contact with knowledgeable experts.
