Setting up and maintaining a business relationship with us couldn’t be easier.
One electronic application is all your need to set up an agency with us and other participating product providers.
This secure electronic application speeds up the process compared to paper based approaches. You'll also receive electronic confirmation that requests have been completed.
If you have a new individual agency number you will be automatically registered to use our systems and will receive an email from our Auto Registrations mailbox with your user details.
If you're not new to us but haven't set up your agency number for our online services, you can do this via the link below.
If you have any problems please contact our commissions area on 0370 900 5010* or email us**.
Electronically submit changes to your agency details to us and other participating product providers and get an electronic confirmation that it's been changed. Administration capability includes:
- Change of address
- Change of bank account
- Request for additional agencies
- Request for agency closures
- Maintain Service Providers and Panel Memberships
- Transfer of business and novations.
*Call us Monday to Friday, 9am - 5pm. Call charges will vary. We may record and monitor calls.
**If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.
Registering with us
To start advising, you’ll need to register with us on our Later Life Mortgage Portal, and wait for your welcome email and unique setup password. This should take around two days from confirmation of qualifications for appointed representatives and five days for directly authorised.
Logging on for the first time
Once you’ve received your details, log on to the Later Life Mortgages portal and familiarise yourself with the different services available.
If you need help navigating the site, call our friendly Sales Support team on 03330 048 444*.
*Call us Monday to Friday, 8.30am - 5.30pm. Call charges will vary. We may record and monitor calls.