The Process: How It Works.

The Referral Process

Let Debt Advisory Line do all the work. Our process is simple.

Our team will handle the whole process on your behalf. Our experienced team will contact your client directly only with your permission - and keep you updated and informed every step of the way. You will receive regular case summaries throughout the entire recommendation process.

How Referrals Work

4 simple steps to helping your client resolve their financial difficulties:

1. Client identified and case submitted
   You can submit a case online using our referral form. View our "submit a case" section to see how easy it is.
2. Solution identified
   One of our experienced debt advisors will perform a full fact-find and evaluation of your clients' circumstances and make a recommendation.
3. Documentation processed
   If your client is happy to proceed with the recommendation that we make, we will issue all of the documentation directly. As soon as we have received authority back from your client, we will contact all of their creditors to inform them that we are acting on their behalf.
4. Case accepted and debt solution managed through to completion
   Whether your client enters into an IVA or Debt Management Programme, we will supervise the solution through to completion, managing all creditor payments and initiating regular reviews to ensure that any change in circumstance is taken into account. Where the need for a remortgage or other financial advice arises, your client will always be referred back to you for a full assessment.

Whichever way you would like to work with us we will take full responsibility for the advice we give and the recommendations we make. We ensure you are in control of your client at every stage of the process.