RESEARCH PROCESS Research tools Knowledge Bank Twenty7tec Lenders BDMs Lenders websites Colleagues To fully research a clients options, you need to have gathered sufficient fact find data about the client and the property they are proposing to finance. Using KnowledgeBank, you should first establish the lenders prepared to consider the client. For example, check that the …
To get started with life and critical illness protection, we have a simplified non-advised single-tie arrangement with LifeQuote and Legal and General. We also use The Source, for processing general insurance enquiries, which can be done on an advised or a referral basis. You will have already seen there is a separate lesson that explains …
It is important that advisers have good working knowledge around all the different mortgage types in the market. Advisers should be able to hold a conversation with a client regardless of the type of client query, and also advisers should know what questions they need to ask to gather more detail about the client enquiry …
