New Business Submission Sheet & Referral Form - REFERRAL TO CRYSTAL FS
Refer and earn with CRYSTAL FS
Easy 1-2-3 Steps;
1) gain your Clients consent, and also obtain their agreed time for contact, for CRYSTAL FS 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 - CRAIG KEDIAN / CRYSTAL FS and also pipeline@ will simultaneously receive a copy of your form)
NOTE - BE CLEAR AND FACTUAL IN THE FORM BELOW - CRYSTAL FS 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.