Fact Find

Market: Panel
Lead Source: Existing clients
Additional Licences: N/A
Annual Production: 150000.00
Rev Fees: Standard additional
Disclosures: Emma is an experience WoM CAS advisor currently working with Countrywide. Emma has been qualified since 2014. Currently averages 7 apps per week and banked £130k in 2020, strong Mortgage to Life conversion at 62%. Expectation is that Emma will write 150k + moving forward. Emma will be joining under our Self-employed with leads model so no concerns in terms of business volume impacting on the CAS timescales. Nothing to declare. Emma will not resign from current role until 31/12/2021 due to performance related bonus payment.
Network Charge: Other
Additional: N/A
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