Lesson Tag: AR - Core

The AR Mortgage Process

The following are the basic steps you need to take when you have a client who needs your assistance with a mortgage or other product: Gather the client’s information and add this to OMS Research the options available to the client using the tools such as Knowledge Bank, Twenty7tec and lender BDMs and resources. Make …

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OMS For Network Members

One Mortgage System is the system we use for submitting and tracking new cases. When you have a new case that you wish to submit to a lender for a Decision in Principle, the client’s details and documents will need to be uploaded onto OMS. You will then be able to track the progress of …

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BOX for Network Members

BOX is the company-wide storage systems of all the tools you need to run your mortgage business. The cloud-based storage contains a range of documents such as the following: Terms of business and fee agreements Compliance folders Research tools Marketing tools Operations Manual Box can also be used to securely upload documents to the Case …

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Fraud and Risk Checks

The mortgage market occasionally is targeted by applicants who are not fully transparent with their circumstances in order to secure a mortgage. For example, they may wish to hide a previous address that they occupied because they had past credit issues, and do not want this to affect their new mortgage application. This type of …

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Data Protection (GDPR)

In addition to regulation from the Financial Conduct Authority, there are other regulations that Mortgage Advisers must adhere to.  Data Protection is regulated by the Information Commissioners Office – ICO for short. This lesson will help you understand these regulations and the importance of keeping clients data safe and secure.  

Money Laundering

Anti-money laundering (AML) is a term mainly used in the financial and legal industries to describe the legal controls that require financial institutions and other regulated entities to prevent, detect, and report money laundering activities. This lesson will help you to understand the rules and the measures that are required to protect yourself and the company from this risk.

Complaints

If a customer complains about the advice, service or sale made by a mortgage company, there are rules and requirements that authorised advisers are required to follow. This lesson will help you to understand those requirements.  

Customer Service and Treating Customers Fairly

Delivering customer service is key whatever your role is within a company. This course will help you to understand some of the key drivers of customer dissatisfaction and how to manage them. Quote:     “The best referrals can come from an unhappy customer turned into a fan”