Full case details keyed to CRM - £25
Includes future changes and updates

Full client details keyed to CRM - £25
Includes factfind, hard and soft facts

Documents uploaded to CRM - £15
To your network’s compliance standard

Lender DIP - £20
DIP Certificate forwarded to Adviser

Lender FMA - £35
Document list forwarded to Adviser

Documents uploaded to lender - £15
Includes basic document fraud checks

Chase lender to offer - £25
Includes any additional document uploads and admin required along the way

Liaise with client - £25
Includes communicating directly with the client(s) to request details and documents, client(s) will be updated on case progress a minimum of once a week

Chase solicitor to completion -£35
Minimum of a once a week check in with the chosen solicitor, all admin and document requests and uploads included

Case check - £25
If you have done your own admin on a case and want it reviewed to insure it is will pass a file check.

Fast track - £15
If you need your case to be worked on urgently, same day when submitted before 3pm

Gift & card to client on completion - £15+
Client will receive a card and gift on completion of the case sent on your behalf, you can choose your own budget, gift type and message