New Business Submission Sheet - ALL TYPES OF MORTGAGES 

Please ensure that all of the relevant supporting documents have been obtained from your Client (see Product Matrices to check required items) and that all files have been uploaded to the appropriate Toolbox workflow accordingly. A Toolbox policy record must also be created. All fields with an * must be completed before clicking the 'submit' button below. 
SUBMISSION DETAILS 
CLIENT DETAILS 
MORTGAGE PROVIDER DETAILS 
MORTGAGE PRODUCT DETAILS 
If an EPC Certificate is needed (check here first), it can be ordered via https://quote.sortrefer.co.uk/Mjg1Mw==/quote/5 or via your own Sort Refer log in access too 
LEGAL SERVICES DETAILS 
REMUNERATION DETAILS 
PROTECTING THIS DEBT 
PLEASE PROVIDE ANY 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 
 
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 a trading name of Howard Reuben who is an Appointed Representative of PRIMIS Mortgage Network, which is a trading name of Personal Touch Financial Services Ltd. Personal Touch Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. 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;