Register for the EFS Appointment Booking Portal

Welcome to the new EFS Appointment Booking Portal. Here you can book appointments for mortgages, protection and insurance. This is for all your customers from first time buyers, to landlords looking for buy-to-let mortgages and customers wanting protection insurance.

It’s really important that you set the branch you work at, and keep that up to date, to ensure the leads go to the right place and you are remunerated accordingly once a mortgage is taken out.

If you are having any issues registering your email address please complete our help form.

Updates on where customers are in their journey will be emailed to the branch and also be available on the Introducer Portal that can be found here.