Fact Find
| Market: | Panel |
| Lead Source: | own client bank from the bank and as a broker with your move and then greenlight mortgage customers |
| Additional Licences: | mortgage, protection and GI only |
| Annual Production: | 50000.00 |
| Rev Fees: | 1 advisor |
| Disclosures: | nothing declared |
| Network Charge: | Other |
| Additional: | this has been agreed with business standards for Greenlight to recruit as they are recruiting Greig and Hollie. Would ideally like them both to progress as quickly as possible and on the same course if possible. first year income projected at 50k as based on a smaller client bank from embrace (your move) and Santander and then greenlight mortgage leads of which are coming in at a good level. Will then increase from there as client bank and leads increase experienced mortgage and protection advisor not looking for any additional licences that the moment. No change to network fee as adding advisors to greenlight mortgages. |