Mortgage advisors can register on Holdkey for free to confirm client approvals directly inside their transaction, rather than by phone or email, and get matched to live transactions in their coverage area.

Mortgage advisors join Holdkey for free to confirm approvals inside a client’s live transaction.

  • Free to register — no fees, no subscription
  • Confirm mortgage approval directly in the client's transaction
  • Upload documents once — visible to every relevant party
  • Get matched to live transactions in your coverage postcodes
For mortgage advisors · Step 1

Your clients shouldn’t lose track
of their own mortgage.

Holdkey keeps your approval and documents inside the actual transaction — so clients stop calling you for updates on a deal that's moved past your stage.

Register freeSee how it works
The problem

After the mortgage is agreed, you lose the thread.

Clients lose track of where they are

Once the mortgage is agreed, clients often have no clear picture of what happens next or whose job it is to move things forward.

Chasing solicitors and surveyors for updates

You end up following up on a deal that's technically not yours anymore, just to be able to answer your client's questions.

No visibility once the client moves on

After Step 1, you have no way to see how the transaction is actually progressing — or whether your approval is still on track.

Why Holdkey

Everything stays visible, even after your stage ends.

Lives in the transaction, not a PDF email

Your approval and documents sit inside the actual transaction record — not buried in an inbox thread.

Clients stop calling you for updates that aren't yours

Clients can see their mortgage status alongside every other step, so they stop chasing you for news that isn't yours to give.

Free to join, no cost per client

Registration is free and there's no fee per client you support through Step 1.

What you get

A dashboard built around Step 1.

Manage every mortgage you're supporting from one place, with the details visible to the rest of the transaction as they need them.

Your mortgage advisors dashboard
  • Mortgage details panel — lender, rate, LTV, approved amount
  • Approval document upload
  • Step 1 confirmation checklist
  • Property search
  • Messaging with the transaction thread
How registration works

Three steps to your first match

1

Register

Tell us your firm name, FCA number, coverage postcodes, and specialisms. Free to join.

2

Verify

Holdkey manually reviews your registration and grants your Holdkey Verified badge.

3

Get matched

Once verified, you're matched to live transactions in your coverage area at Step 1.

Free
Forever. No cost to register, no cost to join.
FCA
Authorised escrow. Funds held securely until exchange.
Verified
Every professional is reviewed before being matched.
FAQ

Frequently asked questions

Is it free for mortgage advisors to join Holdkey?

Yes. Registration is free, with no listing fee or subscription cost.

Do mortgage advisors earn commission on Holdkey?

No — mortgage advisors don't receive a transaction-based commission on Holdkey. The benefit is operational: approvals and documents are visible inside the client's live transaction, reducing status-chasing calls after your role is done.

What do mortgage advisors do inside a Holdkey transaction?

At Step 1 (Finances Agreed), the mortgage advisor confirms the client's mortgage or cash-buyer status and uploads approval documents directly to the transaction record, visible to every other party from that point on.

How do mortgage advisors get matched to clients?

After registering with your FCA number, coverage postcodes and specialisms, Holdkey reviews and verifies your profile, then matches you to live transactions in your area.

Register free. No cost, no catch.

Join the Holdkey professional network and get matched to transactions at step 1.

Register as a mortgage advisor