Pre-approved onboarding application form
Exclusive Access: Join the Expert Mortgages Network - Application Form for Pre-Approved Brokers
Section 1: Personal Information
Full
*
First Name(s)
Last Name
If known by another name:
Date of Birth
*
-
Month
-
Day
Year
Date
Personal Email
*
example@expertmortgages.co.uk
Phone Number
*
Please enter a valid phone number.
Address
*
Street Address
Street Address Line 2
City
County
Postcode
Section 2: Right to Work
Confirmation of Right to Work in the UK (Please Tick)
*
UK Citizen
Permanent Resident
Work Visa Holder
Other
Scanned Copy of Passport or Work Visa
*
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of
Section 3: Professional Background
Current Position and Employer (if applicable)
*
Years of Experience in Mortgage Industry
Relevant Qualifications and Certifications
*
Scanned copy of Certifications
*
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of
Specialisations or Areas of Expertise (If applicable)
Qualified Multi Tie adviser (CAS Status)
Yes
No
Last 12 months Written Mortgages:
Last 12 months Life Sales:
Last 12 months GI Sales:
Last 12 months written (£)
Last 12 months Banked(£)
Anything that could impact on your application if successful i.e. Criminal Disclosure, Debt, Poor reference, Lender panel, disciplinary issues.
Section 4: Network Requirements and Preferences
Specific Needs and Expectations from Expert Mortgages Network
Additional Services Interested In
Section 5: Professional References
Reference 1 Name
Reference 1 Contact Information
Relationship to Applicant
Reference 2 Name
Reference 2 Contact Information
Relationship to Applicant
Section 6: Declaration and Consent
Declaration of Accuracy (Please tick)
*
I confirm that the information provided in this application is accurate and complete.
Consent to Background Check (Please tick)
*
I consent to a background check, if necessary, to verify my professional experience, qualifications, and right to work.
Consent to Use of Information (Please tick)
*
I consent to the use of my information for processing this application and, if successful, setting up my membership in the Expert Mortgages network.
Submit
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