For introducers
A professional, secure way to send work.
Connected referral partners
A professional introducer portal—complete referrals, without the chase.
Give introducers a secure place to send better-qualified opportunities, attach supporting information and follow progress. Every referral enters the brokerage workflow from day one—while advice stays with the authorised firm.
Built for the hand-off
What is a mortgage introducer portal?
It is a role-appropriate workspace for referral partners. Archway’s introducer portal lets invited introducers send complete leads and follow progress, without giving them the adviser’s CRM, sourcing tools or the ability to submit to a lender.
For the brokerage
Leads arrive complete and already in the pipeline.
For the applicant
The case starts with a usable record, not a chase.
The incomplete hand-off
Why do introducer leads stall before the brokerage can act?
Because they still arrive as a forwarded email. Archway asks for a complete referral once—so the firm is not reconstructing the opportunity from a thread, and the introducer is not chasing for a status update.
Still arriving by inbox
The brokerage has to rebuild the lead
- The email
- FW: Can you look at Rahman?
- What arrived
- A name, a number, no file
- Documents
- “I’ll send them over later”
- Next update
- Chased on Friday
A complete Archway referral
Ready for the brokerage to work
- Applicant
- Jordan Hale · 07700 900 214
- Enquiry
- Debt consolidation · £28,500
- With the file
- ID and latest statement
- Indicative quote
- 4 products · not a full quote
Quote without crossing the line
Can introducers quote in Archway?
Yes—an indicative quick quote. That lets a partner show a client the kind of products they could, or could not, get. A full quote, with more reliable rates and products, is reserved for the brokerage.
For introducers
Quick quotes for the conversation.
An invited introducer can run a quick quote and show a client the kind of products they could—or could not—get. The results are indicative only.
- Enough to frame what may be available
- Useful in the first conversation, without waiting on the brokerage
- Not a recommendation, illustration or full quote
Reserved for the brokerage
Full quotes stay with the adviser.
A full quote uses a more complete picture of the case. More reliable rates and products remain with the authorised firm before any advice or submission.
- Richer case data behind the results
- The rates and products the firm will actually work from
- Suitability, recommendation and submission stay here
What introducers can see
Can introducers see the full mortgage case?
No. They see the opportunities they sent, any indicative quick quotes they ran, and the progress the brokerage chooses to share. The working file, full quote, advice and submission stay with authorised users.
- Invited access only—each introducer sees their own referrals
- Indicative quick quotes they ran—not the brokerage’s full quote
- Status that is useful, not a second copy of the CRM
- The brokerage remains in control of permissions and visibility
Two sides of the same case
Who is the introducer portal for?
Referral partners get a proper workspace. The brokerage keeps a connected pipeline. Neither side has to reconstruct the opportunity from an inbox.
For referral partners
Introducers
A secure, professional way to send better-qualified opportunities and know they were received.
A professional place to send work
Submit complete opportunities from a secure portal instead of mixing referrals through email and chat.
Supporting files with the lead
Upload documents and notes so the brokerage can start with a usable file, not a name and a number.
Indicative quick quotes
Show a client the kind of products that may or may not be available—without running the brokerage’s full quote.
Visibility that is actually useful
See that a referral was received, who owns it, and the progress the firm chooses to share.
For the authorised firm
The brokerage
Introducer work arrives in the same CRM as the rest of the pipeline, with ownership and next actions already visible.
Better-qualified opportunities
Structured capture reduces incomplete referrals and the back-and-forth that slows first contact.
One record, from the first hand-off
Every introducer lead enters the same client and case workflow your team already works in.
Full quotes stay with the firm
More complete data, more reliable rates and products remain with the authorised brokerage.
Partners informed, advisers protected
Introducers stay updated without sitting in the adviser workspace or running a full quote.
Clear boundaries
Does the introducer portal let introducers give mortgage advice?
No. Archway does not turn an introducer into an adviser. The portal supports the referral. The authorised firm remains responsible for advice, suitability, the recommendation and any lender submission.
Introducers must only act within the scope of their FCA status, appointed representative agreement or introducer arrangement.
What introducers can do
- Submit structured referral details
- Attach supporting information and documents
- Run indicative quick quotes
- See that a lead was received and assigned
- Follow the progress the brokerage chooses to share
What stays with the authorised firm
- Advice, suitability and the recommendation
- Full quotes, more reliable rates and products
- Lender submission
- The complete working case record
- Who can see what, and when it is shared
Introducer portal questions
What firms and partners ask before a demo.
Direct answers for brokerages that work with introducers—and for partners who need a professional place to send referrals.
A mortgage introducer portal is a secure workspace for referral partners to send complete leads, attach supporting information and follow progress. In Archway it is separate from the broker and client portals, while remaining connected to the brokerage’s central case record.
It is for UK mortgage brokerages that work with introducers, appointed representatives or other referral partners—and for those partners who need a professional way to send work without sitting in the adviser’s CRM.
An invited introducer signs in and completes a structured referral: applicant and contact details, the reason for the enquiry, and any supporting notes or documents. Archway creates a record in the brokerage workflow and makes ownership visible.
No. Introducers see a role-appropriate view of the opportunities they submitted, including any indicative quick quotes they ran. They do not get the adviser’s working file, full-quote tools or submission controls. The brokerage decides what progress is visible.
Yes. Introducers can run a quick quote. Those results are indicative only, so a partner can show a client the kind of products that may or may not be available. Full quotes—with more complete case data and more reliable rates and products—are reserved for the brokerage. A quick quote is not advice or a recommendation.
No. The portal is for sending referrals, sharing supporting information and running indicative quick quotes. It does not provide advice, a full quote, a product recommendation or lender submission. Introducers must only act within the scope of their FCA status, appointed representative agreement or introducer arrangement.
The referral enters the brokerage CRM as a connected record. The firm can assign an owner, start the client journey and keep the introducer informed through appropriate status updates—without rebuilding the enquiry from email.
Yes. Supporting information and documents can travel with the lead from the first submission, so the brokerage is not chasing missing files before it can act.
No software can guarantee a firm’s compliance or the conduct of its introducers. Archway supports separated access, a clear audit trail and structured hand-off. Each firm remains responsible for its permissions, oversight and how introducers use the portal.
See the introducer hand-off
Bring us a typical introducer referral.
We will show how Archway can take it from partner submission into your pipeline—and where the introducer can follow progress without sitting in the adviser workspace.