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#13 · Abbott Luke Abbott
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Client
First name
Last name
Date of birth
Email
Contact number
Alternative contact
Address
City
Postal code
Policy
Provider
— none —
Accord Mortgages
Aegon
Ageas
AIG Life
Aldermore
Alliance & Leicester
ATOM Bank
Aviva
AXA PPP
Bank Of Ireland
Barclays
Bath Building Society
Bluestone Mortgages
BM Solutions (LBG)
Bristol & West
British Friendly
Cheltenham and Gloucester (LBG)
Cirencester Friendly Society Ltd
Clydesdale Bank
Coventry Building Society
Crystal SF
Crystal SF Commercial Referral
Darlington Building Society
Esurv
First2Protect
Fleet Mortgages
Foundation Home Loans
Friends Provident (pipeline and renewal bus only)
Furness Building Society
Future Mortgages
Generation Home
GMAC RFC
Guardian
Halifax (LBG)
Hanley Economic Building Society
Hinckley & Rugby Building Society
Holloway Friendly Society
HSBC
Kensington
Kent Reliance Building Society
LandBay
Leeds Building Society
Legal & General
Liverpool Victoria Life Co Ltd
Loan.co.uk (Second Charge Referrals)
MetLife
Metrobank
Migration only - do not use
MPowered Mortgages
Nationwide Building Society
Natwest Bank (RBSIP)
Newcastle Building Society
Nottingham Building Society
One Family
Paragon
Paymentshield
Pink
Precise Mortgages
Principality Building Society
Royal London (prev. Bright Grey)
Santander
Scottish Provident
Scottish Widows (LBG)
Shepherds Friendly Society
Skipton Building Society
Source
The Co-operative Bank for Intermediaries
The Exeter
The Mortgage Lender
The Mortgage Works UK Ltd
Towergate
Towergate (dnu)
TSB Bank
UCB
Uinsure
United Trust Bank
Vida Homeloans
Virgin Money
VitalityHealth
VitalityLife
WIMS Ltd
Zurich
Product category
— none —
Accident
Accident, Sickness & Unemployment
Buildings & Contents
Buy To Let Insurance
Mortgage
PAP/SAP
Private Medical Insurance
Protection
Referral Services
Sickness & Unemployment
Product (free text)
Policy status
— none —
Accepted
Application Made
Cancelled from Inception
Cancelled from Renewal
Completed
Declined
Lapsed
Mortgage Cancelled
Mortgage Completed
Mortgage Not Taken Up
NTU
On Risk
Proposed
Renewal Accepted
Renewal Invited
Renewal Unknown
Saved
Surrendered
Policy number
Mortgage account no.
Monthly premium (£)
Mortgage loan amount (£)
Agent name
Dates
Start date
Discount period end
Auto-calculated from start date
End date
(+48 mths)
:
—
Estimated renewal
(−5 mths)
:
—
Priority:
—
Notes
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