7. Third Party Providers

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7.1 Nest GI – Buildings and Contents

Process: How to refer a client

  1. Representative must be a rep in the system.
  2. Have a valid and completed Buildings & Contents competency.
  3. Once the competency is complete, the rep may refer this product.
  4. Rep must be a client in the Genistar system.
  5. Client must be invited in the system. Search the client’s name or G-code and refer the product.
  6. Fill out the referral form.

Contact:

Email:

Point of contact:

7.2 Premier – Buildings and Contents

Process: How to refer a client

  1. Rep doesn’t currently need to complete any competency.
  2. EVP needs to request that their reps be added to the CEO lounge.
  3. Once that is completed, this product will be available for referral.
  4. Client must be invited in the system. If existing client, search the client’s name or G-code and refer the product.
  5. Fill out the referral form.

Contact:

Email:

Point of contact:

7.3 Smart R – Mortgages

Process: How to refer a client

  1. Rep must be a rep in the Genistar system.
  2. Have a valid and completed mortgages competency.
  3. Be a client in the system.
  4. Once the competency is completed, this product will be available for referral.
  5. Client must be invited in the system. If an existing client, search the client’s name or G-code and refer the product.
  6. Fill out the referral form.

Contact:

Email:

Point of contact:

7.4 Legacy Wills – Wills

Process: How to refer a client?

  1. Rep must be a rep in the Genistar system.
  2. Have a valid and completed Legacy Wills competency. 
  3.  Be a client in the system.
  4. Once the competency is completed, this product will be available for referral.
  5. Client must be invited in the system. If an existing client, search the client’s name or G-code and refer the product.
  6. Fill out the referral form.

Contact:

Email:

Point of contact:

There should be no contact from Genistar representative after Legacy’s first attempt of calling the client:

• 1st Attempt: Legacy will email the client and CC the Genistar representative.

• 7 Days Later: Legacy will send a direct text message to the client.

• Day 14: Legacy will again follow up with an email and/or text message.

• Day 21: Legacy will pass the client back to the representative for follow-up with a new referral status to be added to their portal which is “Legacy – Referred back to rep”

• Day 21 Onwards: After this point only, the Genistar representative can now contact the client directly to check if they are still interested. If the client is interested, do not resubmit the referral as a fresh lead. Instead, please follow both of these steps:

• Go onto the original lead and re-terminate it as “Legacy – Referred back to Legacy”

• Send an email to tom.gallagher@legacywills.co.uk  CCing rgill@legacywills.co.uk  kmalvi@legacywills.co.uk

7.5 Carter Properties – Property Investment

Process: How to refer a client?

  1. Referrals currently are done via Genistar online.
  2. Once it’s completed, this product will be available for referral.

Contact:

Email:

Point of contact:

7.6 Hollinger – Property Investment

 Draft Process: How to refer a client?

  1. Register interest with Juanita – use MS Form
  2. Juanita sends list of available properties with prices (future check HFI website)
  3. Refer to SmartR for pre-approval.
  4. When a registered Genistar rep flags their interest for HFI property with their EVP, EVP will run the ICE quality check as per all mortgage referrals to Genistar Mortgages.
  5. The EVP does the mortgage referral via Genistar Online, putting a note in the additional info section stating ‘HFI Property Referral’.
  6. We take the interested party through our pre-vetting process (including proof of income) and highlighting the £149 PAM fee to get the pre-approval in place.
  7. Genistar Mortgages research and recommend a lender, arranging a Decision in Principle (DIP) if the client is happy.
  8. If the DIP is accepted, we collect:
    1. ALL documents the lender will need alongside our PAM fee
    1. Evidence of deposit as cleared funds, with associated AML audit trail.
  9. We then ‘underwrite’ these documents like the lender would, asking additional questions and obtaining further documents as necessary.
  10. Once Genistar Mortgages are happy the client has qualified for the PAM, they issue:
    1. a ‘PAM Certificate’ with a unique reference number, which can be used to prove they are a qualified buyer.
  11. The pre-approved Genistar rep can now self-refer for an HFI property. (Until we have an online portal – they should cc Juanita)
  12. HFI to send monthly spreadsheet with client status. 

Fields needed:

Client Name

Product name – Property Purchase

Product reference – for sale

Genistar Referring Rep Name

Genistar Referring Rep G-Code

Commission to Genistar

Unique line reference number

  1. Referral Portal Required Questions:

Client Name

Contact Number

Total Finance PAM with SmartR Required to proceed.

SmartR PAM certificate reference number

Contact:

Email:

Point of contact:

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CreatedTapashya Sunuwar25.07.2025