Mortgage brokers
A clean route for property-curious clients, with clear boundaries.
For partners
Refer clients who ask about UK property. We explain the basics and introduce them to a professional sales team — marketing only, so you never give property advice.
Who we work with
You keep your role and your client relationship. We take the property conversation off your desk.
A clean route for property-curious clients, with clear boundaries.
You stay the accountant; we handle the property enquiry.
A marketing-only introduction route your compliance team can review.
Chinese associations, alumni groups and chambers whose members want a trusted first step.
You keep the client. We handle the property conversation.
Marketing and introductions only — clear boundaries, agreed in writing.
How referral works
We explain how we work and agree the basics in writing.
Your client agrees to be contacted, or contacts us directly.
A no-pressure call in English or 普通话, then an introduction to the API Global sales team if it suits them.
With your client’s permission, we let you know how the introduction is progressing.
Compliance boundaries
We know your reputation is on the line when you refer a client. These are the rules we work to.
Referral fees: if any fee is shared with you, it will be agreed in writing in advance and disclosed to the client where your professional rules require it. Solicitors, IFAs and other regulated firms should check their own conduct rules first. Terms to confirm — Sean
Important: this is general information, not financial advice and not a personal recommendation. Property values can fall as well as rise. We are not authorised by the FCA. Read the full important information.