Partner Brochure

Welcome to DNA Financial Solutions

Our mission is to provide services that are as tailored, individual, and unique as our clients themselves. Specialising in both personal and corporate finance, along with insurance services, we are dedicated to serving the specific needs of mainly property investors, business owners, entrepreneurs, and high-value homemovers, with precision and care.

Getting Started with Your Account

Embarking on your partnership with us involves a few key steps to ensure a seamless onboarding:

• Complete the Partner Application Form (PAF) to officially kickstart our collaboration.

• Sign the contract to confirm our mutual agreement and commitment.

• Internal training completed to familiarise the DNA team with the nuances of your account.

• Schedule your next review and catch-up dates to maintain open lines of communication, accountability, and continuous improvement.

The Services We Offer

Residential Mortgages

Buy to Let Mortgages

New Build Mortgages

Ultra High Value Mortgages

Holiday Let Mortgages

Second Charge Mortgages

Bridging Finance

Auction Finance

Commercial Finance

Development Finance

Land Finance

Asset Finance

Business Finance

Personal Insurance

Business Insurance

General Insurance

We work with clients from across the globe

We are able to provide services to all clients who require financing for UK real estate including UK residents, Expats, and Foreign Nationals and this includes both regulated and unregulated long and short-term finance options. We can also provide translation services for those clients from father afield as well as Sharia compliant mortgages.

Referring New Clients

To refer new clients, please forward all necessary information to clientservices@dnafs.co.uk or submit details directly into the Smartr365 CRM. Ensure to include:

• Full Name

• Email

• Phone Number

• Brief Description of Project

• Security Address

• Purchase Price

• Available Deposit

• Personal name or Limited Company

• Rental Expectation (if applicable)

• Client Experience and Portfolio (if applicable)

• Any Quirky or Noteworthy Information

So you know, we are happy to accept clients at various different stages including pre qualification 6-24 months out from completion, application ready at 1-6 months pre completion, and re-engagement of successful clients 1-12 months post completion.

After Your Referral

Once you’ve made a referral, here’s what happens next...

Client Services

Brokers

Case Managers

Our front-line team gathers preliminary details about the client and their project, ensuring a smooth introduction to our services, concluding with booking a broker appointment at the mutual agreement of the client.

Our brokers, each with their own specialty, appraise a full factfind and clients circumstances, provide personalised advice, source finance products, and deliver custom finance terms. They work 1-to-1 with a case manager on all projects.

Upon client approval, our case management team takes charge, submitting an application to the chosen lender(s) and managing all parties through to successful completion.

Protection

With a formal finance offer in place, if required/requested, our insurance advisers look to secure clients projects and future with comprehensive insurance solutions.

Partnership Director & Client Success Manager

Your main contacts for operational support and assistance, dedicated to your success with DNA.

Our Quality Commitment

We are committed in our dedication to quality, demonstrated through:

• Regular bi-weekly or monthly strategy sessions with your team.

• An open feedback channel to foster growth in our partnership.

• Our direct authorisation with the FCA, extensive PI cover, and memberships to top industry bodies such as the NACFB, FIBA, and AMI, ensure unparalleled service standards and a full suite of solutions delivered from within.

• Rewarding partnerships with commission payments as a % of procuration fee received, reflecting our appreciation for your trust and collaboration.

Marketing support as standard

As part of our commitment to mutual success, we offer comprehensive partner marketing support as standard. Our aim is to improve engagement and conversion rates of referral clients, as well as improved partner finance knowledge. To achieve this, we utilise a variety of marketing tools designed to resonate with audiences across various mediums. These include eyecatching pull-up banners, informative flyers and guides, customisable email templates, and insightful blog content. These resources can be provided on a regular basis as required.

Common Queries

Primary Contact

Partnership Director & Client Success Manager, your go-to for inquiries and support.

For Updates

Reach out to your Client Success Manager at 01422 557240 or view live updates via CRM/ SharePoint for the latest information.

IT Troubles

Our account support team is here to resolve any technical issues.

Marketing Ideas

Commission

For details about commission payments contact accounts@dnafs.co.uk.