The Referral Process
Let us do all the work or handle the case yourself, either way the process is simple.
Let us handle the whole process on your behalf - We will contact your client directly and keep you updated with regular case summaries at all stages of recommendation and processing.
You stay involved throughout the entire process - We won’t contact your client without your permission, and will advise you of the best offer available before any direct communications take place.
Whichever way you choose to do business with us, we take full responsibility for all advice given to your client, and manage every aspect of documentation and administration relating to any debt solution recommended. You retain full control of your client at every stage of the process, and can use our advanced online case tracking and automated case status updates for more detailed information on how your cases are progressing.
Learn More
Product identification is a valuable part of the referral process. Find out more in our how referrals work section.