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Moving Your Business Forward

Genus provides better value and increased income for directly authorised mortgage broker firms.

Generate Additional Income With Genus

Genus gives DAs access to market-leading protection and general insurance panels, meaning that your business can benefit from some of the best terms available.

Using long-standing relationships, Genus is able to offer a panel of protection product providers that will ensure your client’s needs are satisfied whilst offering your business market-leading rates of commission.

Adding general insurance to your proposition can provide the regular income stream that your business needs and will prevent your customers from needing to look for this service elsewhere.

Genus offers a broad panel of providers who are able to offer cover in most situations.

Genus Mortgage Club, in association with Legal & General, gives you direct access to exclusive mortgage products from a comprehensive range of lenders that pay market-leading procuration fees.

These fees can be paid on exchange of contracts, offering you an advantage with your cash flow.

Genus has partnered with both BM Solutions Conveyancing and the leading online comparison service for conveyancing, eConveyancer, to offer a fast and reliable service that is easy to use.

SDL Surveying are our chosen referral partner for all home surveys, including RICS HomeBuyer Reports and RICS Building Surveys.

Established in 1989, SDL offer national coverage in surveying services. Their extensive experience makes them a strong partner that gives you access to another additional income stream.

Life panel commission rates

Example Rate

£50 per month premium x 12 x average WOM API 197%

= £1,182 payable commission

With Genus

£50 becomes £55 (enhanced premiums) x 12 x Genus payrate 215%

= £1,419 payable commission

= an extra £14,220 per year per adviser (based on 60 policies per year, per adviser)

This equates to over £40,000 additional commission per year for a firm with three advisers.

Over 20% more income for the same amount of work!

How to Join Genus

Complete Genus Fact Find

Do you have an existing agency with this provider?

Yes

No

You will receive a confirmation request email from the provider asking for consent to align your firm with Genus.

“We have received the below request to amend the service provider of your agency to Genus, can you please confirm if we can proceed?”

When you complete your Origo application you will be able to select Genus as a service provider on your application, which should then trigger a request to our department to approve. If you do not use Origo then we can add notes to the application to prompt this panel arrangement.

Once the agency is set up, please advise us using join@stonebridgegenus.co.uk and we
will email to confirm we have been allocated as your service provider.

One-off transfer complete, business as usual.

Gain access to our industry-leading software

Revolution is an all-encompassing and complete business solution for the financial services industry. This innovative software system has been developed to enhance all areas of your business from lead generation and sales progression through to business processing and customer retention.

Lead Generation

Sales Progression

Business Processing

Customer Retention

Lead Generation

Sales Progression

Business Processing

Customer Retention

Full document management

E-referral functionality for conveyancing and surveys

Comprehensive management reporting

Commission and fee tracking

Extensive CRM functionality

Branded marketing design tool

Interactive client website

Third party sourcing integration for mortgage and protection products

Full document management

E-referral functionality for conveyancing and surveys

Comprehensive management reporting

Commission and fee tracking

Extensive CRM functionality

Branded marketing design tool

Interactive client website

Third party sourcing integration for mortgage and protection products

Interested in becoming an appointed representative of our award-winning network?

If you’d prefer access to the ongoing compliance, business development and marketing support provided by the Stonebridge network, click below to find out more about our AR proposition.

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