Getting started with Mutuvo

Mutuvo is where UK regulated firms make and receive compliant client referrals — with the agreement, consent, introducer checks, audit trail and fees all handled in one place.

Create your account and firm

1. Sign up with your work email and a password.
2. Set up your firm — we look it up on Companies House and run the regulatory (KYB) checks for you.
3. Invite your team — add partners, your MLCO, and team members.

See Managing your team for roles and permissions.

Add a referral relationship

Before you can refer a client to another firm (or receive one), you agree a relationship with them — the compliant, signed basis for referrals and any fee. See Referral relationships.

Send and receive referrals

• Send a referral to a partner firm — the client consent and disclosure are captured before it leaves you.
• Receive referrals on your dashboard, update their status, and track the fee through to settlement.

Make it yours

• Give the firms who refer to you a branded partner portal.
• Keep your approved decks and templates in the Resource hub.

Need a hand?

Can't find what you need? Use the Contact link in the footer, or email hello@mutuvo.com — we're happy to help.