Mortgage and Protection Administration

Option 1 - Mortgage Case Submission & Management

• Compliance check

• DIP & KFI to chosen lender

• FMA to chosen lender

• Regular client updates

• Document uploads to lender

• Lender, agent & conveyancer mediation and chasing to completion

• Offer production & supply

• Suitability Report

• £145.00 Inc VAT

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Option 2 - Mortgage Case Submission & Management + CRM

• Compliance check

• DIP & KFI to chosen lender

• FMA to chosen lender

• Regular client updates

• Document uploads to lender

• Lender, agent & conveyancer mediation and chasing to completion

• Offer production & supply

• CRM/ Back office - Fact find (Data Capture Required), KFI matching, document uploads, comparison report production, EIDV On CRM) as Required

• CRM Compliance Completion Including Suitability Report.

• £245.00 Inc VAT