Lesson Category: Adviser L1 - Knowledge

Mortgage Research

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 …

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Non-advised protection and GI

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 …

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General mortgage knowledge

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 …

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