New Business Submission Sheet & Referral Form - MORTGAGE AND LOANS REFERRAL TO VANTAGE FINANCE

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 Vantage Finance 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 - Vantage Finance (their enquiries team, and also Joe Aston our BDM) and also pipeline@ will simultaneously receive a copy of your form)

NOTE - BE CLEAR AND FACTUAL IN THE FORM BELOW - VANTAGE 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!

Why Vantage Finance? ....

Market leading master broker in the following sectors;

Commercial mortgages

Short term/bridging finance

Development & refurbishment funding

Foreign National and Ex Pat Mortgages

Specialist buy to Let

Second Mortgages

Specialist/near prime Mortgages

Unsecured Business Loans

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 (full range of Vantage Finance's products can be viewed here)

Purpose of Referral Request:

PLEASE PROVIDE ADDITIONAL INFORMATION HERE

Other useful information: eg, background information, any 'quirks', other useful info for Vantage Finance 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 Vantage Finance 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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