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.