PM Financial was created as a gap in the market was identified by Jonathan Morgan, Director of the award winning Peter Morgan Property Group alongside James Richards, a mortgage broker with 12 years experience and double award winning Estas customer service recipient. Based in South Wales, a gap in the market was identified to offer in house training for agents with the need understood and met by the pair who operate within a multi branch regional agency. Now offering nationwide business to business mortgage and financial and insurance services. A custom built, intuitive and automated platform allows PMF to integrate seamlessly into your sales team offering consistent and efficient contact between agent, brokers and client.
The team at PMF has now grown to three full time advisors as they now look to recruit a fourth. The team are all trained and aware of the services required by agents and offer 100% success retention rate between agent and broker. The platform is ready to go, free to use and contract free with healthy commission. Get in touch with Jonathan and James to arrange a meeting and then sales training. Start writing mortgages with PMF today.