ELIGIBLE BANNER

Mortgage news, fintech analysis, CEO insights, eligible stories

hinsight 2020

Hindsight is 20/20

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.

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Mortgage shelf life

Mortgage shelf-life…

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.

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Saved Bacon

Don’t forget existing clients who saved your bacon, when times got tough.

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.

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GDPR Cheat sheet

GDPR basics for advisers

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?

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