Introducers

Introducers

Countrywide Money are happy to accept cases from introducers. These are typically accountants, lawyers, estate agents or brokers who have clients they still wish to service.

At Countrywide Money we offer top commission splits for any business introduced. Commissions are payable on the products listed below.

  • Mortgages & Re-Mortgages
  • Building & Contents Insurance
  • Business Utilities Switching
  • Commercial Loans
  • Business Cash Advance -0% Interest rate
  • Debt Management
  • Life Insurance
  • Private Medical Insurance
  • Secured Loans (1st, 2nd, 3rd charges)
  • Bridging Finance
  • Tenant Loans
  • Pension Reviews
  • Equity Release
  • Asset Finance
  • Chip & Pin Card Terminal Provider


Referring clients - How it works
 

Step 1: You send us your client's details

a) Select and download required form, from our stationery cupboard below. 

b) Save Enquiry Form onto your desktop, 

c) Complete Enquiry form saved on your desktop with your client, 

d) save again after completion on desktop

Finally, attach enquiry form to your email and send it to us by e-mail, or by post. Pass one of our business cards onto your client, so they'll know to expect our call.

 

Step 2: We'll contact your client

One of our Business Development Manager will contact your client at the time of day you've told us is convenient for them. We'll ask the client for a few more details to provide a personalised quote...
 

Step 3: We'll give you an update on what your client decides to do

We'll email you at each stage of the sales process to let you know if your client...

  • has taken up any financial products with us
  • is considering the quote
  • or has decided not to proceed
     

Step 4: What we do after your client has made their decision

If your client decides to take out any financial product with us...

We'll email confirmation to you on the same day, and we'll advise you of your commission.

If your client decides not to take out any product with us...

We'll advise you of this and arrange to contact your client again sometime in the future to review their circumstances.
 

STATIONERY CUPBOARD









 

For further information, including commission splits, call Tony on 07951 365888 or SELECT, DOWNLOAD and SAVE one of our Enquiry Forms onto your desktop and complete with your client information. Then attach form and send it to us by e-mail. 

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