Testimonial - Steve Everett
Mark to Steve:
Steve,
Having undertaken the quarterly audit - we have found that your CPD is
not
up to date.
Can you please make certain that this is brought up to date over the next
week, and forward the necessary documentation to myself for approval as
soon
as is practical for you.
You will pleased to know that we have re-risk rated
you to Medium as a
result of the work that you have undertaken during the NLD/NLFS supervision
programme.
This now takes the pressure off you in terms of constant observations for meetings and research over a quarterly period we now need to undertake them over a half yearly period.
I would like to personally congratulate you on your progress to date and thank you for your hard work and commitment.
You will be having a follow up visit over the next month to make sure you are settling into AR status in the most comfortable way possible.
Kind Regards,
Mark Hobbs BSc Adv CeMAP CeFA CeSRE
Steve to Mark:
Mark,
Just got your email please find attached the C P D log as requested.
Fantastic news about my risk rating, extremely busy at the moment.
Thanks for all your help,
Kind regards,
Steve Everett
If you are motivated to become a mortgage adviser because of Steve’s story please contact Mark and his team at New Leaf on telephone number 01702 204572 or email us today.
