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Hi AJS

Firstly - fair play to you coming onto the forum as you seem pretty genuine to me with what you are trying to do.

I generally think Santander are ok but we are lucky in that we have always had good bdm's.

My major frustration though is that you text the client to let them know when the case has offered. 

As an adviser, this is a prime opportunity to sign post the next steps to the client and also ask for a referral to help build my business. 

Essentially we call with the good news and the response is always - "I know - Santander texted me already".

This completely diminishes all of the hours of work that we have put in to get the case to this stage and it just feels like taking credit for our labor.

 

 

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