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5 reasons you should refer your clients to us.

CMME is one of the UK’s leading mortgage specialists for Contractors, Freelancers, and Business owners. We also provide a broad range of other financial advisory services including Protection and Wealth advice via our sister company Contractor Wealth. We are dedicated to supporting Britain’s growing community of independent professionals and want to partner with like minded businesses to support this.

Here are the 5 reasons why you should refer your clients to us.

Treating Clients fairly.

When referring clients to a financial specialist you want to be able to trust in the brand and feel confident that they will provide your clients with an excellent service. When it comes to Contractors and Self-employed professionals their work and income status can be complex and tricky to understand.  If dealt with in the wrong way it could lead to less borrowing or declined applications. Since launching in 2004, CMME has striven to ensure that contractors and other independent professionals are treated fairly when trying to secure a mortgage and other financial products.

The Full financial picture.

Whether your client is the founder of a business, a seasoned contractor or newly transitioned from PAYE to self-employment, CMME has the financial expertise for the way they work. Our 360° approach to financial planning means we’ve got self-employed professionals covered. From getting the right financial protection in place, to securing the mortgage they deserve. We can also assist your clients with all their other financial needs; from maximising their investments to planning for retirement, through the services of our sister company Contractor Wealth. CMME is the expert your clients need in their corner; we build personal connections with clients that keeps them coming back time after time. We can help your clients through the ups and downs of business – and of life itself, which, for a self-employed professional, can be unpredictable at times.

Using a broker making complicated simple. 

Getting the right mortgage or remortgage deal can potentially save your clients £100’s each month. But, with thousands of products on the market, it can be a daunting prospect to find the right one for you. A mortgage broker can help your clients navigate the landscape and position their finances in the best possible light to get the right outcome for them.  And say the worst scenario happens and a mortgage application gets rejected first time around, the broker should be able to identify the reason and apply to another lender where possible, potentially avoiding a breakdown in the process. We have a team of dedicated, hardworking people and we aim to provide a truly unique experience and can create bespoke solutions for you and your clients.

Our Clients love us!  

When referring to a partner you want to make sure that your clients will be treated professionally and will be looked after from start to finish. Our clients rate us 4.9/5 on FEEFO.

 We have end to end application management with an online client portal for easy tracking & communication. We will also keep you updated with reporting on the referrals you make so you can keep on track with clients we have spoken to and any commission that may be due to you. CMME fits well with modern day contractors and self-employed clients with flexible working hours and all communication is either on the phone or via email.

Training and guidance is also available for staff through zoom or face to face ( Covid dependant) to help teams understand in more detail what we can do to help our mutual clients  and any objections and triggers they may have when speaking to them .

Guiding your clients through unprecedented times.

As the lockdown is eased, many of our mutual clients are reassessing their finances in all aspects of their life. When it comes to getting a mortgage, clients can look at decisions they have been putting on hold and can start to progress again.

But the mortgage landscape is a very different place to pre lock down times with significant changes in lending criteria and client’s circumstances are now different pre Covid.  CMME will take the stress away for your clients of knowing where to turn and guide them to achieve their goals despite the challenges of the year.

We want to help your clients get the financial help they deserve and would like to develop our partnership further. If you want to discuss how we can do this, please contact-

Hannah Edwins 

Tel: 07738278075  

Email: hannah.edwins@cmme.co.uk

or click here to request a call back.

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