Case and client services

Bee-ing there for you and your clients, every step of the way

Choose your bee

A cute animated bee character wearing a business suit and tie, holding a briefcase, standing outdoors on a dirt ground with a blurred green background.
Text-based infographic A yellow flyer advertising a worker bee package for £65. It includes a basic bee service with charges for PTs and complex cases, and details of services like CRM data entry and uploading documents.
Animated bee with muscular arms wearing sunglasses, a white tank top, a gold chain, and wings, standing outdoors with a blurred green background.
Text-based infographic for Drone Bee Package costing £150 with strong support, including services like CRM data entry, document uploads, lender DIP and FMA, and Chase lender to offer, with complex cases charged at £180.
A cartoon bee character dressed as a queen, wearing a gold crown, red cape, and holding a golden scepter, standing on a sandy surface with blurred green foliage in the background.
Pricing details for a Queen Bee Package, costing 185 pounds, titled 'The Royal Treatment,' including services like case and client data entry, document uploads, lender and chase communications, and client liaison.
Submit your case here

  • 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

Or …

Tailor our services to suit your needs

Animated bee having a suit tailored and ladybug tailor with large eyes, smiling, holding a yellow tape measure, in a green field.

  • 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

  • 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

Submit your case here