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Your buyers deserve mortgage advice that puts their interests first - not the lender's. Hello Mortgage gives whole of market independent advice, with no charge until completion.

Hello Mortgage Limited is a whole of market, fully independent mortgage brokerage based in South Shields. Specialising in buy-to-let advice and residential mortgages, they operate on a genuinely unusual commercial model: all initial advice is free, and they only charge if they successfully arrange a mortgage for the client. Rated 4.8 stars on Trustpilot across 63 reviews.

WOM
Whole of market
Independent, no tied lender relationships
FREE
Free initial advice
Only charged on completion
4.8
4.8 Trustpilot
63 verified reviews
5.0
5.0 Kerfuffle
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The mortgage referral problem for estate agents

The mortgage broker you refer your buyers to reflects directly on your agency - and on how quickly the sale progresses.

Estate agents refer buyers to mortgage brokers dozens of times a year. A broker who gives tied, limited advice, moves slowly or does not keep the agent informed creates a chain that stalls and a client relationship that suffers. The right broker makes your sales process smoother and your clients feel properly served.

"Our referred clients come back confused because the broker recommended the same lender to everyone."

A broker tied to one lender or a small panel cannot serve every buyer optimally. Whole of market access means the advice is genuinely tailored to the client's circumstances, not constrained by commercial arrangements.

"The mortgage is taking forever and we cannot get an update on where it is."

A mortgage broker who does not communicate proactively with the estate agent delays the sale and creates unnecessary anxiety for the vendor. Good broker relationships include keeping the referring agent informed.

"Our buyer got told they needed to pay an upfront fee and they were not expecting it."

Upfront broker fees create friction at the point of referral. Hello Mortgage's model of free initial advice with fees only charged on completion removes that barrier and improves the referral conversion rate.

"Our landlord clients keep asking for buy-to-let advice and we do not have a reliable specialist to refer them to."

Buy-to-let mortgage advice requires specific expertise in rental yield calculations, limited company structures and portfolio landlord criteria. A generalist broker will often not have it.

How Hello Mortgage works

Six principles that make Hello Mortgage a referral partner your buyers will thank you for.

Hello Mortgage's approach is built around honesty, transparency and putting the client's interests first - which is what makes them a referral partner that reflects well on your agency.

1

Whole of market access

Hello Mortgage is not tied to any lender or restricted to a panel. Their advisers search the full mortgage market for the right product for each client's specific circumstances. The recommendation is genuinely independent.

2

Free initial advice - no charge until completion

Initial mortgage advice is completely free. Hello Mortgage only charges a fee if they successfully arrange a mortgage that completes. Clients can ask as many questions as they want, change their mind or withdraw from the process without incurring a cost.

3

Buy-to-let specialism

Hello Mortgage specialises in buy-to-let mortgage advice alongside residential mortgages. Landlord clients receive advice that accounts for rental yield requirements, limited company structures and portfolio landlord criteria.

4

Fully qualified advisers

Every Hello Mortgage adviser is fully qualified and regulated. Clients receive advice from professionals who know the market and are accountable for the quality of their recommendations.

5

Insurance products

Alongside mortgage advice, Hello Mortgage provides holistic advice on non-investment insurance products. Clients who need life cover, income protection or buildings insurance can address those needs in the same relationship.

6

Transparent work ethic

Hello Mortgage's stated purpose is to provide advice based on honesty, integrity and a clear transparent work ethic. Their 4.8 Trustpilot score across 63 reviews is the evidence that the approach holds up in practice.

How the mortgage referral process works

From buyer introduction to mortgage completion - five steps that keep your sale moving.

Hello Mortgage's referral process is designed to make the estate agent's job easier, not harder. Communication is proactive and the client experience reflects well on the referring agent.

1

Make the referral

Introduce your buyer to Hello Mortgage. The process is simple - a warm introduction by phone, email or through your preferred referral channel. Hello Mortgage takes it from there.

2

Initial fact-find

Hello Mortgage conducts a free initial fact-find with the buyer. They assess income, outgoings, credit position, deposit source and the specific requirements of the purchase. No charge at this stage regardless of outcome.

3

Whole of market search and recommendation

Advisers search the full mortgage market for the most appropriate product for this specific buyer. The recommendation is presented clearly with the reasoning explained.

4

Application and lender management

Hello Mortgage submits the mortgage application and manages the lender relationship through the process. They chase for decisions, resolve queries and keep both the buyer and the referring agent informed.

5

Completion and follow-up

At completion, Hello Mortgage's fee is charged. The client has paid nothing up to this point for any advice, searches or application work. Post-completion, Hello Mortgage maintains the client relationship for future needs.

The Kerfuffle member offer

Kerfuffle members get a direct introduction to Hello Mortgage and established referral terms for your agency.

Hello Mortgage works with estate agents who want to refer buyers and landlord clients to a trusted, whole-of-market independent broker. Kerfuffle members get a personal introduction and clear referral arrangements from the first conversation.

What Kerfuffle members get

  • Personal introduction to Hello Mortgage's senior team
  • Established referral relationship with clear communication commitments
  • Buy-to-let and residential mortgage specialism for your clients
  • Free initial advice model - no barrier for your referred buyers
  • Proactive updates on referred client progress
Kerfuffle member route

Standard route

Off-the-shelf pricing

Your terms, reviewed before you commit

Bespoke deal
Scoped to your agency and requirements

Hello Mortgage's referral arrangements are agreed directly with each agency. Book a call through Kerfuffle and the team will outline how the referral process works and what your clients can expect.

More on Kerfuffle

Dig into the data before you book a call.

Hello Mortgage Limited's full Kerfuffle profile has verified agent reviews, full supplier overview, and all contact details. Open in a new tab — your spot on this page is saved.

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Full Kerfuffle profile
Overview, contact, news →
Recognition & standing
Kerfuffle rank #366 →
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Book a conversation

Talk to Hello Mortgage about adding a whole-of-market mortgage referral to your client service.

If you want a mortgage partner who will treat your referred clients as well as you treat them, start with a conversation.

15-minute referral conversation

Talk to the Hello Mortgage team about your buyer and landlord client volumes, what your current mortgage referral arrangement looks like and how a whole-of-market relationship would work.

Book a Zoom with Kerfuffle →
Frequently asked questions

What estate agents ask about mortgage referral partnerships.

What does whole of market mortgage advice actually mean?
Whole of market means Hello Mortgage can access products from every lender operating in the UK mortgage market, not just those on a restricted panel or from a tied lender relationship. The recommendation is the best product for the client's specific circumstances, not the most available one.
Why does the free initial advice model matter for estate agents?
Upfront broker fees create friction at the point of referral. Some buyers baulk at a fee before they have even had a conversation. Hello Mortgage's model removes that barrier - your buyers get full advice at no initial cost, which improves the referral conversion rate.
Does Hello Mortgage handle buy-to-let specifically?
Yes. Hello Mortgage specialises in buy-to-let alongside residential mortgages. Landlord clients receive advice that accounts for the specific requirements of investment property finance, including rental yield calculations, limited company ownership structures and portfolio landlord criteria.
Will Hello Mortgage keep us updated on referred client progress?
Proactive communication with the referring agent is a core part of Hello Mortgage's referral arrangement. They understand that estate agents need to know where the mortgage is in the process to manage the overall sale chain.
How do Kerfuffle members access Hello Mortgage?
Book a call through the Calendly link on this page. The Kerfuffle team will introduce you to Hello Mortgage and ensure the referral arrangement conversation starts in the right way.
About Hello Mortgage Limited

Independent whole of market mortgage advice from South Shields - rated 4.8 on Trustpilot.

Hello Mortgage Limited is a whole of market, fully independent mortgage brokerage based in South Shields, covering clients across the UK. Specialising in buy-to-let and residential mortgages, they operate on a no-completion, no-fee model that reflects their confidence in the quality of their advice. Their Trustpilot score of 4.8 across 63 reviews and 5.0 on Kerfuffle reflects the consistency of that approach.

WOM
Whole of market - every UK lender
4.8
Trustpilot score - 63 reviews
Free
Initial advice - fee only on completion
BTL
Buy-to-let specialist
PropTech That Pays

Earn back on every tool you invest in.

PropTech That Pays Back is a Kerfuffle initiative that rewards estate agents with kredits when they actively use the tools they invest in. See which suppliers are registered, check eligibility for Hello Mortgage Limited, and start earning back on your subscriptions.

Explore PropTech That Pays Back → Register your agency →

Your buyers deserve mortgage advice that is genuinely on their side.

Hello Mortgage gives whole of market independent advice with no charge until completion. Talk to the team through Kerfuffle.

Want to talk through how this would work for your agency?

Grab fifteen minutes with the Kerfuffle team. We will walk you through the member offer, answer your questions, and figure out the best fit for your branch.

Book a Zoom with Kerfuffle →