Case submission form

A registration form and consultation needs to be completed before cases can be submitted.

  • 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

    Suitability letter - £20
    Completed ready for you to sign off and issue to the customer

  • 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

Services & Cost Breakdown

Packages Breakdown

  • £65
    Like for like PTs are charged at £52
    Complex cases are charged at £78

    🐝Basic Bee🐝

    Services included:

    • Full case details keyed to CRM

    • Full client details keyed to CRM

    • Suitability letter

    • Documents uploaded to CRM

  • £150
    Complex cases are charged at £180

    💪Strong Support💪

    Services included:

    • Lender DIP

    • Lender FMA

    • Full case details keyed to CRM

    • Full client details keyed to CRM

    • Suitability letter

    • Documents uploaded to CRM

    • Documents uploaded to lender

    • Chase lender to offer

  • £185
    Complex cases are charged at £222

    👑The Royal Treatment👑

    Services included:

    • Lender DIP

    • Lender FMA

    • Full case details keyed to CRM

    • Full client details keyed to CRM

    • Suitability letter

    • Documents uploaded to CRM

    • Documents uploaded to lender

    • Liaise with client

    • Chase lender to offer

    • Chase solicitor to case completion

View Terms and Conditions

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  • Price per hour - £25

  • Prices applied per case - See case and client services page:
    Like for Like PTs will be charged at a 20% discount from the standard fees
    Complex cases will be charged at a 20% increase from the standard fees.
    If you are planning to submit 10 or more cases with us per month, please enquire about a loyalty discount.

  • Additional services can be added to packages on the case submission forms

  • If you are planning to submit 10 or more cases with us per month please enquire about a loyalty discount