Mortgages

Leading your team to success

Mortgage brokers may find themselves managing a team of other brokers. Let's find out how you can deliver success and drive your team to the very best they can be.

Mortgages

How brokers can help investor clients at auction

Brokers can help guide their clients with the necessary finances in order to secure the property they want. Here are 5 key options to help investors at auction.

Mortgages

What do landlords want from a mortgage broker?

Landlords want mortgage brokers who are experts in Buy-to-Let mortgages. Attract their business by showing them you have in-depth knowledge of the rental market.

Retirement

Celebrating successes, meeting needs & supporting advisers

The equity release sector is undergoing huge growth but in order to sustain this, lenders need to innovate and adapt in line with consumer trends.

Mortgages

Home Improvement Report

With so many homeowners looking to take on home improvement projects, we take a look at how to keep on top of the current market activity.

Protection

Sandwich Generation finances are spread too thinly

The 'Income Roulette' research highlights financial worries, concerns and attitudes, particularly those belonging to the 'Sandwich Generation'.

Mortgages

Online marketing may sound great – but how do you get the most out of it?

Dedicating resource to online marketing can be difficult for brokers. Here are four areas which you can focus on without having to spend a lot of time or money.

Retirement

Discover new avenues to boost your clients' retirement income

Retirement is all about enjoyment and having the peace of mind that everything is taken care of. However, in a state survey, only 6% of workers were able to afford the retirement that they wanted.

Mortgages

5 key steps to a robust client retention strategy

Attracting new customers is more expensive than keeping them, so it makes good sense to invest in a good retention process. Here are some simple tips to help brokers grow their business.

Mortgages

Don't Discount the Discount!

Economic uncertainty may call for fixed interest rates, but a good adviser, whilst acknowledging the economic climate, should always be aware of their client's needs and sometimes variable rates are actually the cheapest option.

Protection

Income Protection for People Who Protect Us

Income protection policies designed especially for medical professionals. As these are the people we look towards to help us get better we often forget they can also fall ill or have accidents that could stop them from earning.

Mortgages

The Product Transfer Lending Market

The product transfer/retention sector represents a big opportunity for advisers. New online tools can help ensure applications are submitted simply and swiftly, but lenders need to work harmoniously with intermediary partners and client retention should be at the top of any intermediary firm's agenda.

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