Three ready-to-use files to keep your application preparation process consistent, professional, and easy to hand off to your team. This Includes:
Application Preparation Checklist – a structured Excel checklist to make sure nothing gets missed before you submit an application. MTM’s offshore staff use this checklist for every single file, before the application is finalised and sent to the client for e-signature. This is saved to the clients file.
Broker Notes – a clean, consistent format for capturing everything you need to add into the application notes, including everything you’ll need to remain compliant.
Post Client Meeting Notes (Broker to Client Partner) – a handover template for the broker to use immediately after the client meeting. This outlines everything the broker and client spoke about, and gives next steps from broker to client partner or broker assistant after a meeting. Keeps your team on the same page without the back-and-forth.
All files are provided as editable Word and Excel documents, ready to brand and make your own.
Three ready-to-use files to keep your application preparation process consistent, professional, and easy to hand off to your team. This Includes:
Application Preparation Checklist – a structured Excel checklist to make sure nothing gets missed before you submit an application. MTM’s offshore staff use this checklist for every single file, before the application is finalised and sent to the client for e-signature. This is saved to the clients file.
Broker Notes – a clean, consistent format for capturing everything you need to add into the application notes, including everything you’ll need to remain compliant.
Post Client Meeting Notes (Broker to Client Partner) – a handover template for the broker to use immediately after the client meeting. This outlines everything the broker and client spoke about, and gives next steps from broker to client partner or broker assistant after a meeting. Keeps your team on the same page without the back-and-forth.
All files are provided as editable Word and Excel documents, ready to brand and make your own.
