Why Citri?
Join Citri and we will put you in complete control of your business like never before.
Our philosophy is simple. We want to totally change and streamline the way you provide mortgage advice.
Product Offering
• Instant access to the whole of market mortgage
solutions
• Strategic partnerships with three leading life companies
• General insurance
• Secured loans
• Will writing
• Online conveyancing
Capital Incentive Scheme - Founders*
• An opportunity to join our capital incentive scheme based
on turnover and referrals of additional mortgage
professionals
Exit Packages
• Continuation option
• Business buy out scheme
Getting started**
• Five day licensing course in central office
• Use of top of the range notebook computer and bag
• Cannon portable scanner
• Stationery (200 letterheads, business cards,
compliment slips)
• Suite of software including:
o Citri Point of sale system
o Online CRM and back office system
o Life assurance sourcing software
o General insurance sourcing software
o Hometrack - provides valuation reports
• Hosting of email your.name@citri.co.uk
• Personal web site www.citri.co.uk/yourname
• Citri memory stick
Professional Safety
• Full compliance support
• Comprehensive PII cover - low excess charges
• Access to on-going CPD programme
• Compliant, electronic sales process and paperless back
office
• No need for run off PII cover in retirement or post exit
Support and Development
• Access to discounted mortgage enquiry leads
• Access to guaranteed mortgage appointments
• Direct marketing programs available upon request
• Designated Account Manager to offer support
• Business Consultant support for first six months
• On-going IT support from central office
• 24/7 extranet with view of pipeline and commission
payments.
• All post delivered electronically to your extranet post
box
*Limited participation to the first 300 advisers - ask the Busines Consultant for more details
**Starter Pack deduction of £400
To summarise we can offer:
• The opportunity to run your own business
• The chance to increase efficiencies and profitability
• The opportunity for increased revenue generation
• Full cradle to grave back office and business solution for
mortgage professionals
• The chance to increase efficiencies and profitability
• Access to on-going continued professional development
We also think we have the most comprehensive rewards package for the mortgage professional in the industry today. When you drive your business forward, we will make sure you're rewarded accordingly.
You look after you and we'll look after you. It's only fair really!