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We have completed a review of the steps required to reach CAS status and made some changes. We wanted to respond to the feedback that experienced advisers sometimes needed to move quickly to get a customer decision in principles underway, so we have introduced just one green pass before DIP, the remaining file checks will be done after DIP. We have tied this in with the approval for submitting your own applications (DYA) to remove some of the current confusion. For our Academy members, we wanted to check more files, but without holding back their business. So we have introduced a new ‘preliminary’ CAS status for Academy advisers with additional checks post application via the case management team. When the Academy member reaches full CAS status, they will also be able to submit their own applications without having to wait for a set period of time. We also wanted to formalise what we will check after CAS has been achieved particularly if we identify advisers that need additional support. To achieve this, we have introduced colours to reflect the status an adviser is at, what they need to do at that status and what checks will be made. The steps you follow will depend on whether you are an experienced adviser (over 12 months) or joining via the academy programme.
Experience Adviser Guidance: https://connectifa.box.com/s/13asafp0hp4lbwakgqft8qmmhtrlscsl Academy Adviser Guidance: https://connectifa.box.com/s/gcadu2iw1osnamoeh7w7o4i1t2klx6qk The new steps are effective immediately and if you are currently going through CAS status, the team will communicate with you in due course the stage you have reached. Please email the compliance team, compliance@connectmortgages.co.uk, if you have any questions.
We would like to remind you that existing Network Members are free to attend any of our training day courses at any time should they wish to refresh their knowledge. The courses are repeated every month and include topics such as Complex BTL, Bridging, Commercial, Marketing as well Residential and Protection. The days include a combination of provider knowledge, research, systems and sales skills and are delivered by our own training team with guest lender and provider speakers. All courses are live but held virtually. Follow this link to see the dates available and reserve your space. https://attendee.gototraining.com/7v9g9/catalog/8478904118894385664 |
