SINGHFREER MARKETING

• Lead Requirements
• Agent Submission
• Dropbox Upload

Requirements

NHS Route
Screenshots from NHS App showing address, repeat prescriptions, and extracts from 'health history' showing the relevant health condition.
Repeat prescription slip. If prescription has multiple pages, upload all pages.
Patient summary printout from the surgery.
Letter from the NHS confirming diagnosis or appointment.
Benefit letter awards: Attendance Allowance Disability Living Allowance showing 'mobility component' Personal Independence Payment showing the 'mobility part'

Benefits Route
Jobs/ Employment and Support Allowance
Housing Benefit
Income-based Jobseekers Allowance
Income Support
Pension Guarantee / Savings Credit
Universal Credit
Working / Child Tax Credit
Warm Home Discount (Core Group Only)
Child Benefits - based on income thresholds below

Low Income Route
Evidence no. of adults living at property (council tax bill / tenancy)
3 months of bank statements
3 months payslips / P60 / tax returns (for workers)
Annual or last 3 months pension statements (for pensioners)

Agent Submission

Agent ID Example: Ryan Freer will be RFreer (Case-insensitive)

Please provide the Agent ID.

First Line of Address Don't include the post code

Please provide the address.

Post Code No spaces

Please provide the postcode.

Customer Name

Please provide the customer's name.

Customer Date of Birth

Please select the customer's date of birth.

Customer Contact Number Include country code if applicable

Please provide a valid contact number.

Customer Email Optional

Please provide a valid email address.

Homeowner

Yes

No

Please select homeowner status.

Job Type Select a job type Back Boiler Non Condensing Solar/Storage FTCH Solar/ASHP Inefficient Condensing System Boiler Insulation

Please select a job type.

Wall Type Select a wall type Trial Cav Solid IWI Solid EWI GBIS Loft GBIS Cavity GBIS IWI GBIS FRI

Please select a wall type.

EPC Select an EPC No EPC Expired A B C D E F G

Please select an EPC.

Qualifications

Low Income

Benefits

NHS

General Eligibility

Please select at least one qualification.

Notes Include details such as: Current insulation, Landlord details, Other noteworthy information

Submit

Upload Deal Files

Ensure all necessary files are uploaded:

• Images of the Boiler and Flue
• Images of the Gas Meter
• Images of the Loft
• Images of the Front and Back Elevation

• Proof of Address (Council Tax Bill Preferred)
• Route Proof (e.g., 3 months of transactions for each adult, Prescription)

• Fact Finding Sheet
• EST Form
• Flex Forms (For Low Income and NHS only)

New Deal Missing Proofs

Upload Files

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