Third party referrals Flashcards
1
Q
When quoting a client for their GI needs, First2Protect can hold the quoted price for how long?
A
90 days
2
Q
At what point in the AHA advice process do we refer a client to First2Protect?
A
At Mortgage Offer
3
Q
You have a client who is purchasing a house and is on the verge of exchanging contracts. They call you to ask for assistance regarding insuring their building. What should you do?
A
Refer the client to First2Protect
4
Q
How do we refer to First2Protect?
A
by emailing alexanderhall@first2protect.co.uk
5
Q
What types of lending can Brightstar assist a customer with?
A
Residential, BTL, 2nd Charges, bridging loans, commercial finance and development finance
