You have your client Fact Find and minimum supporting documents. MBS will input the data from the Fact Find into your CRM and review/reorder supporting documents in your client folder.
A comprehensive review of the data and documents required is provided to the broker which you can then take to your client meeting.
Pre-packaging fees are discounted from end-to-end fees if deal proceeds.
You have your client Fact Find and minimum supporting documents. MBS will input the data from the Fact Find into your CRM and review/reorder supporting documents in your client folder.
A comprehensive review of the data and documents required is provided to the broker which you can then take to your client meeting.
Pre-packaging fees are discounted from end-to-end fees if deal proceeds.
