You can either carry out a quick or detailed second charge product source.
Click on either the quick or detailed source hexagon on the home page or choose from the menu, then enter your client's details into the required boxes and click the button to source
products based on the criteria you entered. A scheme list will then display information on
all products that may be available to your client.
You can tick the box against products to compare them and
further product details can be displayed by clicking the details button on the right hand side.
You can carry out a 'quick' source and then decide to proceed with a 'detailed' source by clicking the 'Switch to Detailed Source' button on the quick source page. The customer details will be transferred across from one page to another, saving you time.
You can run another quick source query by entering alternative client details in the relevant boxes and clicking the 'Re-calculate Quick Source' button which will have changed colour.
When you and your client have agreed on a product, the client data can be entered into the enquiry form which is then sent securely to the
Master Broker who will contact your Client and process the case for you.
When an enquiry has been submitted then you will confirmation of the details sent to the Master Broker via email for your records.