New Business Submission Sheet & Referral Form - 2ND CHARGES, BRIDGING AND COMMERCIAL MORTGAGE AND LOANS REFERRAL TO THE LOAN PARTNERSHIP
Refer and earn with THE LOAN PARTNERSHIP
Easy 1-2-3 Steps;
1) gain your Clients consent, and also obtain their agreed time for contact, for The Loan Partnership 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 -The Loan Partnership and also pipeline@ will simultaneously receive a copy of your form)
NOTE - BE CLEAR AND FACTUAL IN THE FORM BELOW - THE LOAN PARTNERSHIP 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.