New Business Submission Sheet & Referral Form - MORTGAGE AND LOANS REFERRAL TO OPTIMUM COMMERCIAL SOLUTIONS

Refer and earn with Vantage Finance

Easy 1-2-3 Steps;

1) gain your Clients consent, and also obtain their agreed time for contact, for Optimum Commercial Solutions to call and progress their specialist finance requirements

2) submit all details via the NBSS / Referral form below - this ONE combined form acts as both the introductory message and the NBSS (Note - Optimum Commercial Solutions and also pipeline@ will simultaneously receive a copy of your form)

NOTE - BE CLEAR AND FACTUAL IN THE FORM BELOW - OPTIMUM CS SOMETIMES FORWARD OUR COMPLETED FORM ON TO THE CLIENT FOR CONFIRMATION OF REQUIREMENTS.

3) log in to Toolbox and Create a Workflow, and Create a Policy (download / view this pdf document to follow the generic Toolbox process)

That's it!

All fields with an * must be completed before clicking the 'submit' button below.

SUBMISSION DETAILS

Your name (name of Broker):

Broker's telephone number:

Is this Client Introduced? (PLEASE SELECT):

Yes

If 'Yes', please confirm the name of the Introducer. If 'No', please type NONE in this field:

CLIENT DETAILS

Personal Details

Title:

First Name:

Surname:

Contact Details

Email Address:

Phone Number 1:

Phone Number 2 (optional, but helpful):

Correspondence Address Line 1:

Correspondence Address Line 2:

Correspondence Address Post Code:

PRODUCT DETAILS

Purpose of Referral Request:

PLEASE PROVIDE ADDITIONAL INFORMATION HERE

Other useful information: eg, background information, any 'quirks', other useful info for Optimum Commercial to be aware of:

Supporting documents (if applicable) 4mb max:

Supporting documents (if applicable) 4 mb max:

Please confirm:

By ticking this box, you confirm the client has consented for their data to be passed to Optimum CS for the purpose of phoning them to provide finance service

NOTE - To save a copy of this NBSS for your own record before clicking the Submit button below, click "CTRL + P" and save this page as a PDF document.

H D Consultants. Contact details here Live Chat webpage here Broker Log In / BrokerCentre here

Head Office address; 109 Maldon Road, Colchester, Essex CO3 3AX (Administration Centre only)

Your home may be repossessed if you do not keep up repayments on your mortgage.

We normally charge a Professional Client Fee for mortgage advice. The amount will depend on your circumstances. A typical fee would be £500. The actual Professional Fee may be more or less than this, and is subject to a full Fact Find discussion and research process. H D Consultants is an Appointed Representative of PRIMIS Mortgage Network. PRIMIS Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority. Registered Office: Preston House, 163 High Street, Crowthorne, Berkshire, RG45 7AF. Registered in England & Wales. Company Registration Number 4952586. This site is for UK Consumers only. Website Terms and Conditions click here for our Privacy Policy. GDPR Privacy Policy - click here (PDF download / view) This site contains third party links. By clicking these links you will depart from the H D Consultants' regulated site. H D Consultants nor PRIMIS Mortgage Network is responsible for the accuracy of the information contained within the linked site. The Financial Conduct Authority does not regulate some of the services listed. H D Consultants, mortgage and life insurance advisers, is authorised by the FCA no 403701. Our in house Wills and Trusts Practice is a long standing Member of the Society of Will Writers and Estate Planning Practitioners.

FP Ref: 1436009 / exp 25.08.2025

Long established, recognised and national nominees and award winners for our professional mortgage services;

H D Consultants chosen Charity of the Year 2022 Essex and Herts Air Ambulance is a truly deserving, life saving team of people who rely on donations and (non-government) funded financial assistance. Join us in supporting EHAAT and helping them to continue to provide their service. CLICK HERE FOR OUR JUST-GIVING CHARITY OF THE YEAR PAGE (By clicking any of the links you will depart from the H D Consultants' regulated site. H D Consultants nor PRIMIS Mortgage Network is responsible for the accuracy of the information contained within the linked sites)

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