Head Office 01206 577 266 | Head Office Fax 08717 334 367 | Email us office@hdconsultants.net 

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 
CLIENT DETAILS 
 
Personal Details 
 
Contact Details 
PRODUCT DETAILS (full range of Vantage Finance's products can be viewed here) 
PLEASE PROVIDE ADDITIONAL INFORMATION HERE 
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 accepts no responsibility for the content of these sites.. 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: 1425988 / 28.01.2021 
Long established, recognised and national nominees and award winners for our professional mortgage services; 
H D Consultants chosen Charity of the Year 2020 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. https://www.justgiving.com/fundraising/hdconsultants-essexandhertsairambulance-2020 
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