Hindsight is 20/20
eligible
January 14, 2021
Our CEO, Rameez, takes a look at 2020 and gives his view on what’s coming up for the mortgage market in Q1 2021. Check it out.
Mortgage news, fintech analysis, CEO insights, eligible stories
Buy-to-let: what you need to know. Free client guide.
Stacey Millard
January 12, 2021
Another freebie. Download our free guide on buy-to-let to send direct to your clients. Before they take the plunge, do they know the risks and rewards involved in becoming a landlord? Keep clients informed via content.
Mortgage shelf-life…
Stacey Millard
December 15, 2020
Christmas presents aren’t the only things flying off the shelves at the moment.
The shelf life of a mortgage refers to the amount of time it is available to customers before lenders pull it and replace it with a new product with a different rate or terms.
Once you have helped clients find a suitable deal, they need to get their skates on apply for it. If they dither, they risk losing out.
Mortgage payment holidays. Extension update. Free client guide.
Stacey Millard
December 10, 2020
Updated guide on mortgage payment holidays. Download our free top tips guide on mortgage payment holidays to send direct to your clients.
Keep clients informed via content.
Don’t forget existing clients who saved your bacon, when times got tough.
Stacey Millard
September 7, 2020
Don’t forget the clients who saved your bacon back in March- that’s right, your existing ones.
The easiest way to grow your business is to keep your existing clients. Not rocket science – happy clients buy more and tell more people about your products or services. Check out our 5 retention tips you can implement today.
GDPR basics for advisers
Stacey Millard
July 15, 2020
GDPR isn’t going to kill you. But ignoring it will kill your business.
GDPR should ALWAYS be on your radar, it’s not a quick fix thing. It’s about the ongoing management of your data ensuring your business is compliant, so you don’t get yourself into deep water with data fines.< Is GDPR an alien phrase to you?
