SmartPeer
For professionals

SmartPeer for estate agents

Every completion is a financial crossroads. Be the agent whose recommendations actually go somewhere.

The referrals you already make

Buyers need protection and wills the day they exchange. Sellers walk away with lump sums and no plan. Landlords exiting the market have capital gains and reinvestment questions. You're standing next to all of them, at the exact moment the questions are live.

Agents have always referred — to brokers, to solicitors, to anyone the branch trusted. What's been missing is the machinery: consent, tracking, evidence, and payment that doesn't rely on someone remembering you in December.

Four referral moments you saw this month

Exchange week

New mortgage, new dependants on one address, no life cover and a will from 2009. Every buyer file contains this moment.

The proceeds seller

Downsizers and empty-nesters completing with six figures in cleared funds and no plan for them.

The exiting landlord

Section 21 fatigue meets capital gains. Selling the portfolio is step one; what the money does next is the bigger decision.

The first-time landlord

New rental income, no protection review, no will mentioning the property. A fifteen-second introduction fixes what a leaflet never will.

How SmartPeer works for your profession

SmartPeer lets your branch make tracked, consented introductions to vetted professionals — and shows you exactly what happened to each one, with commission statements that reconcile and a disclosure record for every referral. No awkward favours, no forgotten promises.

What your firm gets

  • Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
  • Client consent captured online before any contact — GDPR built in, not bolted on
  • A disclosure letter generated automatically for every referral, on your letterhead
  • Live tracking from introduction to completion — no more black-hole referrals
  • A commission statement that reconciles: every introduction, every payment, every period
  • No fees, ever — SmartPeer earns a share only when your referral completes
Insights

Guides written for estate agents

All articles →
The client questions estate agents hear most — and where to send each one 14 June 2026 The client questions estate agents hear most — and where to send each one Estate agents hear mortgage, inheritance and investment questions daily, at emotionally charged mom… Referral fees for estate agents: what the rules actually say 9 May 2026 Referral fees for estate agents: what the rules actually say Estate agents can take referral fees from conveyancers, brokers and removals firms. The rules deman… Referral compliance for estate agents, plainly explained 25 April 2026 Referral compliance for estate agents, plainly explained Estate agents can legitimately earn referral income by introducing clients to regulated and vetted … How estate agents can offer financial-advice referrals without becoming regulated 19 March 2026 How estate agents can offer financial-advice referrals without becoming regulated Estate agents sit beside the biggest financial decision most people ever make. You can refer client… A referral income guide for estate agents: from introduction to commission statement 19 January 2026 A referral income guide for estate agents: from introduction to commission statement Estate agents already refer conveyancing and mortgages. Financial advice referrals work the same wa…

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Free to join, nothing to install, and your first referral takes about a minute. Vetted, certified, and paid properly.

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