Mortgage Appointments

Mortgage Appointments

Our tightly controlled in-house call centre will generate highly qualified, fully confirmed appointments with high net worth people that will match the following criteria:

  • Minimum mortgage value of £100,000.
  • Fact find completed with managerial or decision maker level personnel.
  • Full replacement guarantee if an appointment does not take place due to the following reasons:
    • The client cancels after confirmation of the appointment.
    • The client is not at the given address at the agreed time.

To ensure compliance with new regulations, we will call prospects on behalf of CPR Marketing Solutions on the basis of us helping people reduce their monthly outgoings including Life Assurance, medical cover and / or mortgage payments. Once we have established a need and completed a fact find we will then obtain permission for you to call them and/or write to them to confirm it further.

The Questions We Ask

We request the following information for both the prospect and partner during a standard appointment fact find.

  • Date of Birth
  • Household Income
  • Smoking Status
  • Health Status
  • Life Assurance details
  • Medical Cover
  • Property Value
  • Mortgage Value
  • Mortgage Term and Term remaining
  • Mortgage Lender
  • Mortgage Type
  • Redemption Penalties
  • Debts