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.

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 The Loan Partnership 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 The Loan Partnership 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.

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