For Mortgage Advisors & Brokers
You protected the house.
Help them protect
everything in it.
A mortgage is the moment clients first ask “what happens if something
happens to me?” EndPlan turns that conversation into a lasting service, and
keeps you in your clients’ lives long after completion.
The one meeting where everyone
thinks about “what if.”
The trigger conversation
Life cover, income protection, wills, the mortgage is when clients confront mortality. EndPlan is the natural next step: where all those protections get organized and made findable.
Beyond completion day
Your relationship usually ends at drawdown. A legacy vault gives you a reason to stay: annual check-ins, remortgage triggers, protection reviews.
Every policy, findable
The life policy you arranged only pays out if the family knows it exists. EndPlan makes sure the paperwork you organized is never lost in a drawer.
What your clients get.
One sealed vault
Mortgage documents, life policies, passwords, and final messages, encrypted so even EndPlan can’t read them.
Automatic release
If the worst happens, the right documents reach the right people, no scramble, no lost policies.
Personal messages
Letters and video for the people the house was for.
Honestpricing
From €10/month, a rounding error on a mortgage protection premium.
What you get.
Recurring referral revenue
A revenue share for the life of every account you introduce.
A differentiated close
“We don’t just arrange the mortgage, we make sure your family is never lost in paperwork.” Few brokers can say it.
A warm review pipeline
With client consent, vault check-ins become natural triggers for remortgage and protection reviews.
Getting started takes days, not months.
01
Partner call
We align on the model that fits your practice and set commercial terms.
02
Onboard & brand
We configure your branded experience and train your team, no build required.
03
Introduce to clients
Roll out at protection reviews and completion with co-branded materials we provide.
04
Earn & retain
Recurring revenue, and a client relationship that outlasts the mortgage term.
