Mortgage Brokering Services for Solicitors
Reliable mortgage support that strengthens your client service, reduces delays, and improves transaction success rates.
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Why Partner with
PD Finance
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At PD Finance, we understand the importance of smooth, efficient communication between mortgage brokers and solicitors. Your clients rely on you to guide them through complex legal processes — and the last thing you need is a mortgage delay that jeopardises the transaction.
We work closely with solicitors to ensure that all documentation, communication, and lender requirements are handled professionally and on time, helping you deliver a seamless client experience from instruction to completion.
Why Partner with PD Finance
How Can We Help?
At PD Finance, we understand the importance of smooth, efficient communication between mortgage brokers and solicitors. Your clients rely on you to guide them through complex legal processes — and the last thing you need is a mortgage delay that jeopardises the transaction.
We work closely with solicitors to ensure that all documentation, communication, and lender requirements are handled professionally and on time, helping you deliver a seamless client experience from instruction to completion.
How We Support Your Clients
Faster Mortgage
Decisions
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We help clients secure accurate affordability assessments and lender approvals quickly, reducing bottlenecks on your end.
Clear
Documentation​​
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We provide you with clear, lender-ready information, including mortgage offers, ID, proof of funds, and full case notes.
Transparent
Communication
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We keep you informed throughout the application process so you’re never left chasing updates.
Tailored
Solutions​
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Whether the client is buying, refinancing, moving abroad, self-employed, or needs specialist lending, we match them to the right lender and product.
Our Communication & Compliance Standards
"Our goal is to help you complete more cases efficiently — with fewer last-minute surprises."
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✔ Dedicated point of contact
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Every solicitor partner receives a direct communication line for fast updates and queries.
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✔ FCA-regulated processes
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We operate under strict compliance through the Stonebridge Network, ensuring your clients receive regulated advice and documented recommendations.
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✔ Data security and confidentiality
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We handle all client documents securely and maintain full GDPR compliance.
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✔ No cross-selling, no disruption
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Your clients remain your clients. We only manage the mortgage process — nothing else.
How Our Referral Partnership Works
Referral agreements or introducer fees we be arranged in line with FCA and Stonebridge guidelines
Introduce the client
We handle the mortgage advice
Share basic client details securely using your preferred method.
We assess the client’s situation, recommend suitable products, and manage the full mortgage application process.
We keep you updated
Smooth Completion
You receive regular updates, key dates, and important lender requirements.
We liaise with you and the lender to ensure you have everything needed for a timely completion.
Solicitors - Frequently Asked Questions
HOW
Do PD Finance support solicitors during the mortgage process?
We provide clear, timely communication and ensure all lender documents, ID, and mortgage offers are delivered promptly. Our goal is to reduce delays and help you complete cases efficiently.
COMPLEX CASES
Can you manage?
Yes. We specialise in a wide range of scenarios including leasehold, bridging finance, second charges, self-employed clients, later-life lending, expat mortgages, and more.
COMMUNICATION
Are you efficient?
Absolutely. Solicitor updates are a priority. We provide progress reports and respond quickly to any legal queries that affect the mortgage offer or completion timeline
AREA COVERAGE
Nationwide program
Yes, we support solicitors across the whole of the UK. Our communication standards and digital document handling make collaboration fast and seamless.
INTRODUCER FEES
If your firm allows it and the arrangement complies with FCA and Stonebridge regulations, we can discuss introducer agreements. Where not applicable, we offer a service-only partnership model.
FALL THROUGH RATES
How can you help?
If your firm allows it and the arrangement complies with FCA and Stonebridge regulations, we can discuss introducer agreements. Where not applicable, we offer a service-only partnership model.
Need a Trusted Solicitor?
If you’re a client looking for a reliable solicitor to handle your purchase or remortgage, we work with a small panel of experienced, efficient legal partners.
They offer:
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Clear communication
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Competitive fees
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Fast turnaround times
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Expertise in residential, new-build, leasehold and specialist cases
👉 View our recommended solicitors
DISCLAIMER:
Your home or property may be repossessed if you do not keep up repayments of your mortgage or any other debt secured against it. We do not charge clients when they stay with their current lender (Product Transfer).
However, we do typically charge a fee of up to £250 for remortgage and up to £499 for a mortgage when purchasing a property. This will be confirmed in your initial consultation which is free of charge.