Supporting brokers with pre and post submission tasks, including maintaining customer communication. Perfect for the broker whose primary focus is new business.
Re-work due to the file needing to be re-submitted for the following reasons:
A re-work is an additional cost on top of the existing package the Broker has selected and will be applied when the Broker advises us to start to re-work the file. A re-work will only be applied once per file. Subsequent changes, ie. Issue new application and compliance documents, clone in CRM and/or Edit to resubmit in AOL, will be charged at full package price.
We understand that Broker’s may need assistance with Administration tasks prior to packaging an application. This does not include qualifying your lead or preparing multiple servicing scenario’s.
If the above associated tasks proceed to an application, only the package fee will apply.