Just Wealth, the financial services arm of national brokerage Just Mortgages, has launched a new referral portal to give mortgage advisers greater line of sight when introducing potential wealth clients.

Called Just Refer, the new portal streamlines the entire wealth referral process and ensures Just Mortgages’ brokers remain informed at all stages and in real time.

It replaces the existing manual email tracker system to alert mortgage brokers at each relevant touch point within the referral and advice journey, enabling them to better track customer outcomes.

Just Wealth head of wealth Dave Magee comments: “Our new portal is designed to make it much easier for Just Mortgages’ brokers to not only refer clients requiring financial advice, but to maintain a clear line of sight throughout the entire process”.

He adds: “Rather than client referrals disappearing into a ‘black hole’ or referring externally, brokers can refer to a colleague within the group and keep track of the progress. This strengthens the bridge between our two firms, helping mortgage advisers to increase their value to their clients and their bottom line.”

Once fully implemented, the next stage of Just Refer will see the inclusion of additional services such as equity release, business protection and commercial mortgage cases.