Refer a client to one or more conveyancing solicitors, to our mortgage advisor, or both. Solicitor firms are notified by email; mortgage leads go straight to Mortgage Advice Bureau's system. Every referral is tracked on the dashboard.
1
Referrer
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Pick the colleague this referral should be attributed to - they get the confirmation email and the credit on the dashboard.
Find Property or Client - optional
A property prefills the client and sale details; a buyer prefills the client details. Every field stays editable, and you can skip this and fill the form in manually.
Prefilled from Street - check and edit as needed.
2
Client Details
Client 2
3
Refer To
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Select one or more firms. Each firm receives its own email naming only that firm.
These prefill from Street when a buyer record is selected - check and adjust. The lead goes straight to Mortgage Advice Bureau's system - no email is sent; progress appears on the dashboard's Mortgage view.
4
Referral Type
5
Details of Sale
6
Details of Purchase
Anything you do know is still worth adding - the remaining fields are optional while the purchase is unknown.