Effective home are the industry leaders in relation to energy efficiency and renewable technologies, and have over 15 years experience of delivering measures across the whole of the UK. They are part of the Effective Energy Group, who service over 10,000 customers per month through a variety of home improvement measures.

Effective Home carry all of the industry leading accreditations and compliance management processes as you would expect from a company of their scale. All customer payments are fully protected and bonded through consumer protection bodies, and all renewable technology installations are carried out in conjunction with HIES and the EPVS, which gives the customer complete assurance in relation to the security of payments, the performance of the systems and the financial returns they can expect.

Effective home are members of the MCS which is the industry leading body in relation to the renewable technology market. They are also Trustmark registered and fully compliant with PAS2035 processes which are the industry leading benchmarks for all works in relation to retrofit installation program works and renewable technologies. In addition, as highlighted above, they are also members of HIES and EPVS to give the customers complete reassurance.
All Insulation measures are also fully covered by Trustmark and PAS2035 standards.

How do I refer a lead?

If you work for an Appointed Representative, please use this form: https://form.jotform.com/241922523090046

If you work for MAB HQ (CCT), please use this form: https://form.jotform.com/241931770751357

• Customer Full name
• Customer Contact details
• Address and Postcode
• If the customer is on a dual fuel tariff or not
• Energy Bill spend approx.
• Level of Insulation (optional)
• If any energy efficiency improvements have been made to the property since the last EPC (optional)

This allows Effective to tailor the measures to their bespoke requirements and present the impact of the measures and benefits.

Effective Energy experts in the management and assessment of funding and have access to a variety of funding streams both with local authorities and across National frameworks. They will complete all the necessary checks with regards to funding entitlement and inform the customers as to what funding may be available and manage them through that process in its entirety including all paperwork, compliance and data collection. Given the overheads involved, Effective will do this after the customer has indicated that they want to proceed to step 2 post the initial quotation.

Assess customers for Energy Company Obligation (ECO) funding, Home Upgrade Grant (HUG), Local Authority Delivery (LAD), Help for Homes (H4H) and the Great British Insulation Scheme (GBIS) which covers almost all circumstances where funding may be available.

Effective will prepare an initial indicative quote and provide this back to you, so you can let your customer know what cost region they are likely to be looking at. This will include recommendations on the most suitable retrofit options for the property, some estimates regarding potential energy savings and payback period; if the customer confirms that they want to proceed to discuss the options in greater detail please email [email protected] with the relative details and they’ll contact the customer directly.

Once the customer has committed to a package of work, Effective will provide you with the final costings and a statement of works, so that this can be included in the mortgage application.

With regards to renewable technologies this is a complex installation process and until a full technical survey is undertaken to understand electrical standards, cable runs, shading implications from nearby trees or chimney stacks for example, and scaffolding requirements a final confirmed price is not possible however, effective recognise the importance of ensuring customers and manage to the system and where possible will absorb a proportion of any additional cost which identified at point of technical survey to ensure the customer journey is not disrupted. Where this is not possible, Effective will work for the customer and explain the circumstances whereby the final quotation may differ.

Please contact: [email protected] in the first instance

Effective will provide management information reports to MAB which tracks the customer progress through the journey to ensure complete transparency. MAB will then be responsible of ensuring that you receive the appropriate commission amount. Please note that as this is subject to VAT, you will need to raise an Invoice as part of the process. As part of the pilot, MAB will collect feedback (including this process) which will help us streamline and future proof the underlying processes.

Effective home are delivering a number of workshops and training events over the coming weeks and you will be invited to attend these accordingly. There are also dedicated account managers within Effective who will be looking after all customers that come through this journey so are able to support as needed.

Do’s

• Promote and educate customers about the importance of energy efficiency in properties.
• Discuss the benefits of reduced energy bills with customers.
• Assure customers that as part of the process all necessary checks to ensure they receive the full funding they’re entitled to will be made. Emphasise that support throughout the entire retrofit process will be provided. BUT recommend that they also explore other funding routes themselves.
• Promise customers that MAB have partnered with a highly reputable and certified firm.
  • Emphasise that customers are in excellent hands with Effective Energy Group. Refer to Trustpilot scores, their long list of certifications and Which? accreditation.
• Explain that a better EPC (Energy Performance Certificate) could lead to better mortgage rates.
• Ask for the clients’ consent before passing their details onto Effective and explain that they will only use them, should the customer confirm they want to proceed post the initial quote.

Don’ts:

• Don’t make recommendations of what retrofit measures might be best for the customers’ property – this is part of Effective’s responsibility.
• Don’t over promise what customers may be entitled to in terms of funding
  • It varies based on multiple factors and can differ even between neighbouring houses
  • Clarify that funding (if available) may cover some, but not all, costs.
• Don’t promise that once the EPC has been improved, better rates will be available.
• Don’t promise a value increase of the property.
• Avoid making specific promises about payback periods. The initial custom quote will provide estimates that can be referred to, but the final figures will depend on many factors.

To determine if a retrofit has improved the energy efficiency of a property, a re-assessment is typically conducted at the end of the project. This involves:

Energy Performance Certificate (EPC) Re-assessment: A new EPC is issued, which provides an updated rating of the property’s energy efficiency. Comparing this with the pre-retrofit EPC will show any improvements.

Energy Usage Monitoring: Comparing energy bills and usage data before and after the retrofit can indicate improvements in energy efficiency.

Occupant Feedback: Gathering feedback from occupants about changes in comfort levels and energy costs can also provide insights into the effectiveness of the retrofit.

An Energy Performance Certificate (EPC) is a document that measures a property’s energy efficiency. It provides a rating from A (most efficient) to G (least efficient) and includes recommendations for improving energy efficiency. EPCs are legally required when selling or renting properties in the UK.

An Energy Performance Report (EPR) is similar to an EPC in that it assesses the energy efficiency of a property. However, the key difference is that an EPR is for reference purposes only and is not a formal certificate. Unlike EPCs, EPRs do not need to be registered on the government’s Landmark database and do not satisfy legal requirements for property transactions.