For mortgage brokers
Be in the room before the borrowing happens
While succession planning may seem outside the norm, it's a powerful complement. These plans often lead to new borrowing — be it the next generation buying out family members or expanding operations. By adding this service, you not only diversify, but you position yourself at the centre of future lending opportunities.
See the product, how it fits your practice, and how it could work for your clients. No obligation.
The starting point
You already have the ideal clients
You already have the perfect clients in your portfolio—families who will need succession planning. With this service, you’re simply unlocking deeper value for them and for you.
Nobody is asking you to go and find new clients. They’re in your book already, and most of them have never been offered a structured way to work through this.
The honest objection
“This isn't really my line of work. Why would I take it on?”
Honestly — it isn't an obvious fit, and we're not going to pretend it is. It's a complementary one, and the case for it is commercial.
With rates where they are, much of the market is refinancing rather than new lending, which is lower-value work. Succession plans frequently generate genuinely new borrowing: children buying out parents, siblings buying out siblings, or the enterprise expanding to support two generations. Being the person who ran the succession engagement puts you at the centre of that lending rather than competing for it afterwards.
In the product
The screens you'll actually work in
See lending and liabilities alongside the succession plan
The Loans & Liabilities register makes debt visible as part of the planning picture rather than an afterthought. Facilities, lenders, balances, security and connected assets can be reviewed in a dedicated view. Advisers can identify funding dependencies and information gaps earlier, supporting more realistic pathway and implementation discussions.
Review the complete asset and financial picture
The full asset register demonstrates the depth of Succession Navigator's financial organisation. Summary totals, structured-asset controls, land and operating records, ownership, value reliability, entities and liabilities are brought into one connected workspace. Advisers gain a powerful working picture while professional-review boundaries remain explicit throughout.
Illustrative example using the built-in Murray family demonstration case. Not a real client.
The commercial case
Predictable advisory revenue in an unpredictable market
Engagements typically run across 12 months, which is a steady, predictable, billable advisory revenue stream — valuable given how much uncertainty currently exists in mortgage broking.
Then there's the lending itself. A succession plan that involves a buyout has a financing requirement built into it, and you'll have been part of the conversation from the beginning, with the full picture of the family's assets, entities and liabilities already in front of you.
Grow the book, too
Practices that join as partners can receive referred work as well as send it. It's a real, active arrangement — a cross-referral relationship between partner practices that already operates today.
It's a programme you opt into and we coordinate, not a self-service directory. There's no “browse other partners” feature on this site to point you at.
The whole financial picture, before the application
Assets, ownership structures, entities and existing liabilities are all recorded as part of the engagement, alongside who is actually intending to take on what. By the time a borrowing requirement emerges, the groundwork that usually slows an application down has already been done.
Your team can deliver it
The process is structured and guided, so junior brokers or support staff can facilitate engagements with senior oversight retained through the console.
Getting started
We don't leave you to figure this out alone
Practice setup and orientation, help identifying likely clients from your existing base, staff training, and hands-on support through your first client engagement.
Deliver it yourself, with support
We stay involved through your first few live engagements, not just the setup. Training is flexible — online sessions through to in-person staff training — and most practices are up and running within a few hours.
Or refer the client to us
Prefer not to deliver it yourself? Refer the client through, we handle delivery, and you keep a share of the revenue while staying connected to the outcome. It's a genuine option, not a consolation prize.
See it running against a real family case
Thirty minutes, on a call, with the product open. We'll walk through what delivering this would actually look like in your practice.
See the product, how it fits your practice, and how it could work for your clients. No obligation.