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Nice to meet you
@firstname
,
How can we help?
1
house-3
New Mortgage
2
buildings-modern
Switch Mortgage
3
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Pensions & Investments
4
hospital-board
Life Cover
5
buildings-modern
Mortgage @ Work
Where are you in the mortgage journey at the moment
@firstname
?
1
real-estate-couple-search-house
Just starting out
2
house-heart
Ready to Apply
3
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Sale Agreed
4
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Not Sure, Help!
Thanks
@firstname
. How would you prefer to meet us?
1
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Remote Appointment
2
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In-Person Appointment
Great! How did you hear about us?
1
Friends or Family
2
Internet Search
3
Social Media
4
Existing Client
5
Black Card Holder
Thanks
@firstname
, can you tell us the name of your company?
Company Name
Company Name
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Next
Can you tell us about your position in
@companyname
?
1
Managing Director
2
HR Manager
3
Employee
4
Other
Next
Thanks
@firstname
, How many people do you work with in
@companyname
?
1
1-9
2
10-20
3
20 - 50
4
50 -100
5
100+
Submit
Thanks
@firstname
, Fill in any of the details here that you can
Current Lender
Current Lender
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Option 2
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Mortgage Amount Outstanding
currency-euro
Mortgage Amount Outstanding
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Term Remaining
Term Remaining
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Fixed or Variable
Fixed or Variable
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Interest Rate
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Interest Rate
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What kind of life cover are you interested in
@firstname
?
1
house-heart
Mortgage Protection
2
insurance-umbrella-heart
Serious Illness
3
insurance-hands
Income Protection
4
family-child
Family Cover
5
messages-people-user-question
Not Sure, Help!
What type of investment would you like to explore
@firstname
?
1
saving-money-seedling
Pension Planning
2
currency-euro-increase
General Investment
3
family-child
Family Savings
4
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Financial Planning
5
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Not Sure, Help!
Nearly there
@firstname
, what's the best way to get in touch with you?
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@firstname
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