IRESS Website Order Form
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1 IRESS Website Order Form Section 1 Your Personal & Company Details Please enter your personal and company details. Name: Mobile: Phone: Fax: Business Name: Business Type (ie Ltd Company): Network/Compliance Service Provider: FRN: Company Reg No: Business Address: Postcode: Registered Office Address (if di rent): Postcode: IRESS Sales Representative: Section 2 Your Website Details Please enter your website details. to be used on your website: Phone number to be used on your website: Fax number to be used on your website: Domain name(s) you wish to use for your site: Address to be used on website: Postcode: Other notes: Section 3 Website Template Template Reference: Template 1 Template 2 Template 3 Template 4 Template 5 Template 6 Website Level: Website Only 25 / month Wealth Adviser Pack 39 / month Mortgage Broker Pack 29 / month Complete Wealth Pack 89 / month* Mortgage Professional Pack 49 / month* Complete Mortgage Pack 79 / month* * Your Site Sourcing based on level 1 number of searches (see Section10)
2 Section 4 Your Company Logo and Branding When submitting this form, please ensure you have attached your company logo in order for us to apply it to your new website. Because your website is personal to you and your company, tell us the choice of colours you d like to see as part of your brand. Please be as specific as possible (there are many di rent types of RED for example!) and attach an example business card, compliment slip or letterhead. Logo attached Branding example attached Colour description Don t Have a Logo? Purchase a Logo Please select which logo you would like to purchase. Refer to the IRESS Website templated logo servicedocument for a full list of logos at the end of this form (each) Company Name: Company Strapline: Section 5 Social Networking Links Facebook Twitter LinkedIn (please provide URL): (please provide URL): (please provide URL): Section 6 General Menu Navigation Headings These are the general navigation headings and pages included in your standard website build. Home About Contact Custom Menu Navigation Headings Included in the standard price website build are four custom menu navigation headings, which can be chosen from the list below. Each menu navigation heading can include up to four sub pages. Mortgages Protection Insurance Our Services Research Tools Retirement Planning Investments Commercial Wealth Management Wills Other menu tab (please enter details): Need more than four menu navigation headings? Additional headings (including four subpages) can be added to your site for a one off payement of 100 per heading.
3 Section 7 Choose Your Sub Pages Included in the standard price website build are 16 sub pages (ie four pages per navigation heading from Section 5), which can be chosen from the list below. Enter the name of the navigation menu heading where you would like the sub page to appear. First Time Buyer Buy to Let Lifetime Mortgages Navigation Menu Name Here Remortgage Navigation Menu Name Here Adverse Credit Home Reversion Drawdown Schemes Interest Only Mortgages Home Income Plans Commercial Loans Property Dev Finance Comm & Dev Finance Commercial Mortgages Development Finance Mezzanine Finance Asset Finance Factoring & Invoice Dist. Key Person Insurance Property Investment Debt Management IVA PTD Bankruptcy DRO Debt Consolidation Buildings Insurance Contents Insurance Landlord s Insurance Personal Insurance Private Health Care Commercial Insurance Employers Liability Life Assurance Critical Illness Cover Income Protection MPPI Whole of Life ASU Business Protection Partnership Protection Business Loan Protection Key Person Protection Unemployment Cover Health Cover Mortgage Payment Benefit Private Medical Perm Health Insurance Investment Management Advisory Services Discretionary Services Financial Plan Process Wealth Management Platform Inheritance Tax Planning Pension Transfer Annuities Tax Planning Will Writing Useful Links Utilities Estate Agency Testimonials Jargon Buster Directors & Sta Other pages (please enter page name and details) Need more than 20 subpages? Additionals pages can be added to your site for a one off payment of 50 per page.
4 Section 8 IRESS Webtools Please choose any extra web tools you would like to enhance your website. Check what package you have selected, as these may be included free, if required. Newsletter Opt-in Wealth Calculators per month Image Changes ** (per image) The Exchange *** 5.00 per month Mortgage Best Buys per month Your Site Sourcing per month* Mortgage Bundle **** per month Mortgage Calculator 5.00 per month * Your Site Sourcing based on level 1 number of searches (see Section 10). ** Images must be provided. *** The Exchange requires a separate licence. ****Includes Mortgage Best Buys & Your Site Sourcing based on level 1 number of searches (see Section 10). Section 9 Third Party Webtools Please choose any of our third party webtools you would like to enhance your website. Check what package you have selected, as these may be included free, if required. General Insurance CETA per month FTSE Market Data per month Overseas Mortgages - Connect Finance per month Assureweb per month Conveyancing Quotes - econveyancer per month Secured loan Quotes - miloan per month Increase Your Lease per month Google Analytics By opting to use the any third party Website Plug-in you agree to the third party s terms and conditions. Please note: Additional items may be added at any time subsequent to the initial website build, but will incur a one of charge of Section 10 Your Site Sourcing Pricing Structure Our mortgage sourcing plugin varies in price based on the number of mortgage searches complete on your site. Level 1 Level 2 Level 3 Level / month / month / month / month (includes 1 URL and up to 2,750 searches per month) (includes 1 URL and up to 6,000 searches per month) (includes 1 URL and up to 14,000 searches per month) (includes 1 URL and up to 25,000 searches per month) Mortgage Bundle Pricing Structure Our mortgage bundle varies in price based on the number of mortgage searches complete on your site. Level 1 Level 2 Level 3 Level / month / month / month / month (includes 1 URL and up to 2,750 searches per month) (includes 1 URL and up to 6,000 searches per month) (includes 1 URL and up to 14,000 searches per month) (includes 1 URL and up to 25,000 searches per month)
5 Order Summary and Costs Standard Costs Monthly fee Standard set up fee: Standard monthly Costs fee: (choices from Section 2) Set up fee Monthly fee Standard costs: Additional Costs Set up fee Monthly fee Section 4: Company logo and branding (50) Section 6: No of additional menu navigation 100 per heading: Section 7: No of additional sub 50 per page: Section 8: IRESS Webtools (set-up fee): Newsletter Opt-in Image Changes (per image) IRESS Webtools (monthly fee): Mortgage Best Buys Your Site Sourcing Mortgage Bundle Mortgage Calculator The Exchange Wealth Calculators per month per month* per month* 5.00 per month 5.00 per month per month *Choices from Section 10 Section 9: Third Party Webtools (set-up fee): Google Analytics Third Party Webtools (monthly fee): General insurance - CETA 10 per month FTSE Market Data 10 per month Overseas Mortgages - Connect Finance 10 per month Protection Quotes - Assureweb 10 per month Conveyancing Quotes - econveyancer 10 per month Secured Loan Quotes - miloan 10 per month Increase Your Lease 10 per month Additional costs: Total Costs Set up fee Monthly fee Standard costs: Additional costs: Total costs Tick here to confirm you have read and accept the Terms & Conditions: Signature Date Please scan and this order form and the Direct Debit Mandate to trigold.registrations@iress.co.uk or you can fax them both to In addition, we need the original of the Direct Debit Mandate posted to: IRESS, 1 Kingmaker Court, Gallows Hill, Warwick, CV34 6DY All prices exclude VAT.
6 IRESS Website Templated Logo Options
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