In this course, you will learn about the systems and resources that are available to you to research the market.
The following is available for all advisers and the lessons of this course go into more detail around using the tools:
All advisers have access to ‘Source Plus’ from Twenty7Tec. This system combines criteria and affordability searching with product rate and features comparisons. It is from this system that a client ESIS document is issued.
ClubHub from Legal and General
Club Hub consists of a range of information from the Legal and General Club lenders, but also is home to 2 research tools called SmartrCriteria and SmartrFit. Smarter criteria helps you to search lenders criteria and SmartrFit helps you to calculate affodability.
Connect Placement and Packaging
If you need some help placing a case and are struggling to find a solution from the tools you have available, the team at Connect can assist.
Lenders can assist in your research via thier website and thier BDMs and telephone support
Other product research
If you wish to advise on Commmercial and Bridging Products, you will need additional tools which are outlined here.