Frequently Asked Questions
Q & A for appointment making
- What is the criteria?
- Minimum mortgage values of £100,000.
- Do you have a replacement guarantee?
- We will replace or rebook if the client cancels or is not at the agreed place at the agreed time.
- Is appointment making outsourced or do you make them internally?
- All our appointments are generated in house.
- How far in advance do you book?
- We will book your appointment approximately 1 week in advance.
- Will you work with my Diary?
- Yes. We will follow your diary specifications.
- Do you have anyone in the office with financial services experience?
- All appointments are vetted by a member of staff who has had 10 years of experience working in financial services.
- When would I be expected to pay?
- We take payment when we start appointment generation.
Q & A for data
- What is recency?
- Maximum of 3 months (last survey only)
- Is the list provider at liberty to supply this list to who ever they wish?
- We will not supply the same data to anyone else for a minimum of 6 months in the same industry.
- Do you replace incorrect data?
- We will replace number not recognised, gone-aways and any deceased records.
- Is the list TPS screened?
- Yes, and we TPS & MPS for 3 months free of charge.