Help homebuyers get financially ready. They're looking for you now.
The path to homeownership starts with a financial plan, not a mortgage application. Irish first-time buyers are searching for advisors who can help them understand what they can afford, how to save, and what protection they need. Home1 connects you to that search.
Sound familiar?
These are the three things financial advisors tell us take up the most time — and deliver the least value.
Clients arrive for a first consultation unqualified
You spend the first appointment establishing basic financial literacy rather than giving advice. A structured enquiry process that filters by goals and readiness saves everyone's time.
No recurring revenue visibility from property clients
A mortgage client is also a life insurance client, a pension client, and a will client — but only if you stay front of mind. Without a CRM, the relationship ends at drawdown.
Referral arrangements that benefit the referrer, not the client
Tied referral structures from mortgage brokers and estate agents don't always serve the client's best interest. A direct channel to buyers gives you independence.
Your financial advisor practice. Fully managed.
Everything you need to run a modern practice — built into one platform that takes minutes to set up.
Enquiry Inbox
All homebuyer enquiries in one organised inbox. Reply, qualify, and convert without losing track.
Client CRM
Every client, every conversation, every job — searchable and organised.
Calendar
Schedule and confirm appointments with clients. Keep your week organised.
Analytics
Track views, enquiries, and conversion rates. Understand what's working.
Most of my new clients are first-time buyers who found me on Home1. They arrive knowing they need advice — I don't have to convince them of anything. It's the best kind of lead.
Common questions from financial advisors
Do I need QFA status to list on Home1?+
Yes. Home1 lists qualified financial advisors who hold recognised professional qualifications (QFA, CFP, or equivalent) and current CBI authorisation.
Can I list pension and investment advice alongside property-related services?+
Yes. Many homebuyers are also first-time pension planners. You can list all regulated advice areas and reach buyers who need broader financial planning.
How does the consultation booking feature work?+
Home1's calendar feature lets prospective clients see your availability and request a consultation slot. You confirm it, and it appears in your dashboard with the client's contact details and stated goals.
Is it possible to filter enquiries by buyer type or financial readiness?+
Buyers fill in their goals and situation as part of their Home1 profile. Enquiries include this context, so you can see at a glance whether a prospective client is ready to act.