What is a DNA
referral?
If your brokerage doesn’t offer financial services to individuals or businesses – whether that be because of FCA or Network permissions, professional indemnity insurance limitations, or your knowledge does not extend into a certain specialism – you can refer your clients to our award-winning hub.
For you, this means an opportunity to broaden the services you offer – with no additional investment in your team and no compliance headaches. Enjoy reassurance that your clients are in the safest hands. And still earn a generous procuration fee share.
For your clients, it means access to expert advice, a broad range of market-leading products and our unique, dedicated and tailored approach to handling their case.
What makes us unique?
The process
Your client asks you for details of a financial product that you don’t offer
You explain that you don’t cover this area but that you work with DNA, who are experts in this field
If your client agrees to be referred, you simply take a few details from them, which you pass on to us
We talk directly to your client and take care of all things compliance
Keep an eye on the progress of their case through our easy-to-use CRM tracking platform
Once a case completes, you receive a procuration fee share
Our promise
Every referral will enjoy swift, smooth and attentive contact from us,
as if we were part of our business:
✓ New referrals will be contacted within 1 hour
✓ Internal actions will be completed within 24-hours
✓ Key case updates regularly reported back to via your Account Manager
✓ 7-day-a-week availability
Who we
work with...
As a mortgage packager, we work with financial advisers and intermediaries in the financial services industry across the UK, helping their clients to find the service that best meets their needs.
“…the options that they have outweigh any other broker you are likely to come into contact with… I would highly recommend DNA…”
Mortgage Broker, North East
Live
tracking
Keep up to date with the progress of your client’s case using our clear and easy-to-use CRM platform. This enables you to live track their journey, from application to completion, giving you the peace of mind that their needs are being met and we are heading towards a positive client outcome.
