first steps

Onboarding & registration

a unique opportunity to enhance client relationships and generate substantial commission income

Joining the Introducer Program: Your Journey Starts Here

1. Understand Our Terms:
Before proceeding, ensure you’re well-acquainted with our terms and conditions. Click on the link below to view.

Introducer Terms and Conditions

2. Let’s Talk:
Schedule a call with our team to discuss potential cases and get a clearer understanding of how we can collaborate.

Click Here. Book your meeting with Nick Garner, Founder of Stamp Duty Advice Bureau.

3. Choose Your Role: Flexibility at Its Best
Introducer: Simply introduce new cases to us and earn 35% of the fees payable to us.

Case Packager: Dive deeper by collecting all necessary documents required for a successful HMRC submission. In this role, you’ll earn a more substantial 45% of the fees payable to us.

Remember, you’re free to decide your role on a case-by-case basis. Tailor your involvement based on your convenience and expertise!

5. Contractual Steps:
Upon successful registration:

We’ll promptly send you an electronic contract for signing.
Once signed, you’re officially a part of our introducer team!

6. Seamless Onboarding:
After you’re onboarded:

We assist in streamlining your administration and workflow, ensuring the process is smooth and hassle-free.
A dedicated team member will be assigned to support you every step of the way.

7. Final Steps:
Register with us here (if you haven’t already).

Await our document for final signing.

Your success is our success. Let’s forge a partnership that brings value to all parties involved!

Introducer Workflow: Guiding Your Client Through Stamp Duty Reclaims
navigating the claims journey: a step-by-step overview

Understanding & Identifying Claims:

Educate Yourself:
Understand property condition issues that qualify for stamp duty reclaims.
Recognise the circumstances for a valid claim, such as if the client is a property investor who purchased within the last 4 years.

Review Client Properties:
Go over properties your clients have purchased in the last 4 years.

Shortlist Potential Claims:
Utilise our condition assessment tool (Link opens new tab) to determine which properties might have viable claims based on their condition severity.

Pitch to Your Client:
Craft a compelling proposition using our example emails and pitch ideas (Link opens new tab) .

Estimate Refunds:
Use the stamp duty cost calculator (Link opens new tab) to evaluate potential refunds and your prospective earnings.

Client Registration:
If your client is on board, ask for case evidence.

Evidence Gathering:
Gathering evidence is often straightforward as clients typically have the required proofs readily available:

  • Property surveys
  • Photographic evidence
  • Video recordings
  • Contractor invoices and quotes

Uploading Evidence: Seamless Options for Clients
For a smooth and efficient process, we offer various methods for clients to send their evidence. Choose the one that best fits the nature and size of your files.

  • Email: Suitable for text documents and smaller files. However, it might not be the best choice for larger files, especially video footage.
  • WeTransfer: This is a free, easy-to-use service. Clients can register and upload documents, including larger files.
  • Google Drive: We provide a shared Google Drive folder. Clients can easily drag and drop files into this space.
  • Dropbox: Another efficient method. Clients can upload their files and simply share a link with us.

Our Aim: To provide a hassle-free experience for everyone. By offering multiple upload options, we hope to minimise back-and-forth communication and expedite the process.

Evaluating & Submitting a Case:

  1. Review & Forward Evidence: Examine the evidence provided by your client and forward it to us for assessment.
  2. Case Viability: We’ll review and share our insights on the case’s potential.
  3. Client Details: If the case is promising and the client is keen, gather the necessary client details using our PDF client questionaire.
  4. Prepare for Submission: Secure vital documents, typically held by the client’s conveyancing solicitor (SDLT5, TR1, and solicitors completion statement).
  5. Note: Securing these documents can be challenging, but using our template can empower you to communicate directly with the solicitor on your client’s behalf.
  6. Client Authorization: Obtain client’s signature allowing us to represent them with HMRC.
  7. Compile & Submit: We’ll organize all evidence into a comprehensive case file (usually 120-180 pages) and forward it to HMRC.

Post-submission to HMRC:

  1. Processing Time: Cases can take anywhere from 4 to 9 weeks to process.
  2. Estimated Refund & Fees: Upon submission, we’ll send your client an estimated breakdown of the expected refund and our fees.
  3. HMRC Payout: We instruct HMRC to pay the client directly and to notify us upon payment.
  4. Invoicing: Once informed of the HMRC payment, we’ll invoice the client. After which, you can invoice us for your fees.
  5. Payment to You: Choose between immediate payment upon fund receipt from the client or a consolidated monthly payment.

Your role as an introducer is vital in guiding clients through this process, and we’re here to support you every step of the way. Let’s work together to ensure the best outcomes for all involved!

Sign up here so we can create your introducer terms and conditions document for electronic signing.