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Mortgage Referral Program Referral Form Existing clients who successfully refers relatives or friends (the Referee) to drawdown mortgage loan of HK×1,000,000 or above during the Promotion Period

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How to fill out mortgage referral programme referral

01

Step 1: Start by gathering all the necessary documents, such as your identification, proof of income, and employment history.

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Step 2: Research different mortgage referral programs and choose the one that aligns with your needs and preferences.

03

Step 3: Complete the application form for the mortgage referral program. Make sure to provide accurate and detailed information.

04

Step 4: Submit the completed application along with the required documents to the designated authority or organization.

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Step 5: Wait for the approval of your mortgage referral program referral. This process may take some time.

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Step 6: Once approved, you will receive instructions on how to refer potential mortgage clients to the program.

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Step 7: Share information about the mortgage referral program with your network, friends, family, and colleagues.

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Step 8: When someone expresses interest in the mortgage program, provide them with the necessary application forms and guidance.

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Step 9: Keep track of the referrals you make and any subsequent actions taken by the program.

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Step 10: Follow up with the program regularly to stay updated on the status of your referrals and any potential rewards or incentives.

Who needs mortgage referral programme referral?

01

Real estate agents who want to generate additional income by referring their clients to mortgage programs.

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Individuals with a wide network of contacts who can potentially refer clients to mortgage programs.

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People who want to help their friends, family, or community members find the right mortgage options.

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Financial professionals or consultants looking to expand their service offerings by including mortgage referrals.

05

Anyone interested in earning referral incentives or rewards offered by mortgage referral programs.

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What is mortgage referral programme referral?

The mortgage referral programme referral is a program where individuals refer potential mortgage clients to lenders or brokers.

Who is required to file mortgage referral programme referral?

Individuals who refer potential mortgage clients to lenders or brokers are required to file mortgage referral programme referral.

How to fill out mortgage referral programme referral?

To fill out mortgage referral programme referral, individuals need to provide information about the referred client and the referral arrangement.

What is the purpose of mortgage referral programme referral?

The purpose of mortgage referral programme referral is to track and report referrals of potential mortgage clients.

What information must be reported on mortgage referral programme referral?

Information such as the name of the referred client, the name of the lender or broker, and the referral arrangement must be reported on mortgage referral programme referral.

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