Frank Mortgages Case Study - Flipbook - Page 3
Finding the right network
Before joining Stonebridge, Hadleigh and Josh
were working separately at di昀昀erent 昀椀rms.
Launching their own business meant 昀椀nding a
network that could deliver the right combination
of regulatory support, reliable systems, and
compliance expertise.
We knew we needed a partner
that could help us stay compliant,
streamline our operations, and give us
confidence as a new business.
Their decision to join Stonebridge was largely
driven by Revolution, particularly its Check Action
Resolve (CAR) feature, which helps advisers
maintain high standards of compliance and
advice quality.
Revolution really stood out,
especially the CAR results. It gave us
confidence before joining that our
advice is both compliant and
thorough for every client.
Having used Revolution for over 12 months, Josh re昀氀ects on
the value the platform provides to his business:
Revolution has been brilliant for us as it makes processing new cases so much
more efficient, while having built-in safeguards that prevent you from missing
any important documents. Don’t underestimate how valuable having that
combination of great systems and genuine support will be for your business.
Onboarding and training
Support that feels personal
From day one, their onboarding experience was
smooth and well-supported.
Frank Mortgages credits much of its success to the
ongoing support they receive from Stonebridge’s
Business Standards and Development Teams. Rob,
their Business Development Manager, has become
both a trusted adviser and a friend.
Hollie was absolutely brilliant.
Always quick to respond and
incredibly helpful.
When it came to Revolution, Josh and Hadleigh
had an equally positive experience.
Jenny was fantastic. She made
everything feel manageable, and even
after training, she was always there
when we needed extra help.
Rob feels more like a mate than a
business advisor, but behind that
friendship is solid business advice
that’s really helping us grow.
They always pick up the phone
and take the time to answer every
question properly which is exactly
what you need when you’re running
a business.
