How to grow your payments app with mortgage and insurance brokers
By SendPay Business · · 2 min read
- 1Your card appears in your app
- 2Tap it to pay in a shop
- 3See every payment as it happens
Mortgage and insurance brokers help people and small businesses find a mortgage or an insurance policy. Many earn commission from lenders and insurers, and some also charge clients a fee for their advice, often split between the start of the application and when it completes. Chasing those fees by bank transfer takes time, and clients want a clear record of what they have paid. A payments app that sends a payment link for each fee, takes a card payment in a meeting and keeps a record both sides can see can win these brokers, and every client who pays sees your app.
Talk to brokers
Ask local mortgage and insurance brokers:
0 of 4 answered
Tick each question once you know your answer.
Send a link for each fee
A payment link for each stage of the fee means the broker can ask for payment as soon as the work is done, and the client can pay in a few taps.
Try it
Name your platform and watch it come to life
Type a name, tap a colour and pick what it does. The phone changes as you go.
Colour
What it does
Design and preview your whole platform free, then launch when you are ready.
Keep a clear record
A simple list of what each client has paid, and what is still due, saves time at the end of each case and makes the broker's accounts easier.
Grow through referrals
Brokers work with estate agents, solicitors and accountants, and get many clients through them. One broker on your app can lead you to the firms they work with.
How it works
Your own money app- 1Name it and pick your colours
- 2Choose what it does
- 3Launch when you are ready
Why sign up
Create your free SendPay account
It's all about creating your own financial platform with ease. Start with a free account today.
- 🪪A free business accountOpen it in about a minute with your business name, email, password and mobile. No card and no documents to start.
- 💳Get paid from day oneTake card payments, and share your own payment link and invoices so customers pay in a click.
- 🌐A free business websiteFree to build, free to publish and free to keep, with unlimited visits.
- 🚀Your own financial platformDesign and preview your whole platform free, then launch when you are ready.
SendPay Business is a technology company, not a bank. Accounts, cards and payments are powered by licensed partners.
Questions people ask
What about letting and estate agents?
The letting and estate agents guide covers holding deposits, rent and fees, and how to make those payments clear and on time.
Letting and estate agents →What about accountants and bookkeepers?
The accountants and bookkeepers guide covers advisers to many small businesses who can turn into a source of new business customers.
Accountants and bookkeepers →Can I call it a bank?
In most countries "bank" is a protected word you can only use with a banking licence. Call it an account, a wallet, an app or a platform. The accounts and payments behind a SendPay Business platform are powered by licensed partners.
Is there a step-by-step plan I can follow?
Yes. The free launch checklist takes you from picking your people and naming your app to setting fees, going live and winning your first ten customers.
Digital bank app launch checklist →How do I start?
Pick a template, name it and preview every page before you launch. Your platform can be live on your own domain within 24 hours of confirmation.
Build my platform →Read next
Spotted a mistake or something out of date? and we'll fix it. How our guides are made
This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. Other companies named in this guide are reference points only and are not affiliated with SendPay Business.