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Introducer-HMA
Paul HOM
2023-02-14T13:05:03+00:00
Introducer Form
Introducer Name
*
Please give us your name so that we know who has referred to the customer
Customer Name
*
Mr
Mrs
Miss
Ms
Dr
Prof.
Rev.
Prefix
First
Last
Customer Telephone Number
*
Customer Email Address
*
Just in case we cant get hold of you on the phone!
Enter Email
Confirm Email
Referral Type
*
Which best describes the service the customer is looking for
Remortgage
Mover
First Time Buyer
Purchase
Product Transfer
Protection ONLY
Corp Buy-To-Let
Buy-To-Let
Let-To-Buy
Other
What is the customer's current position?
*
e.g. Property on the market, Currently in rented, Sold subject to contract, Agreement in Principle required ASAP, Purchase 1-3 months/3-6 month.
Additional information
*
e.g. How much do they wanting to borrow? Value of deposit. Property information. Their partner's info if its a joint application. Etc.
Consent
*
The customer must provide their express consent to be contacted with a view to bringing to their attention, products or services that may be of interest to them with regards to:
Mortgage products not linked to my/our existing arrangement
Any other products and services
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