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Latest from the Adviser forums

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Yesterday, 10.25 pm We also used to download a copy of the clients factfind from toolbox for our records, there is no way to download from mortgage brain that I have found yet.
Yesterday, 9.32 pm It's knackered! ðŸ˜† 
Yesterday, 5.20 pm Lender taking on BTL will require full ICR calculation in all cases. New residential may accept rental pays cost argument (can't remember which ones and too knackered to research)
Yesterday, 5.10 pm Hope everyone has had a good weekend! I have a Let to Buy which will provide the deposit for an onward purchase.  I've not done one of these for a while and I had thought that as long as the rent covered the mortgage that it would fit and, not be subject to the ICR calculations used in BTL...
Saturday, 11.48 am Can do a pre-app val form with Nwide and the in-house geezer will have a look at it Or just do what i'd do and bang it in with Halifax Actually - just fully read your post. Not sure any lender will lend if it mentions restricted saleability
Saturday, 9.49 am Any initial ideas for this caee which arrived on my desk yesterday. Borrower is a registered Social Housing Provider  Assets is a collection (10+) of Alms Houses - which are required to be rented to local residentds on an affordable rent basis - and if the owner sold them have to be sold at a...
Saturday, 7.57 am As we are all aware, when dealing with non-standard construction a lenders typical comment would be " depending on lenders comments". Is there a way a previous valuation can be submitted to somebody who would assess the viability of lending. For instance The property is of unconventiona...
Friday, 5.31 pm Did similar with HSBC, no issues, sailed through. 
Friday, 4.42 pm Had a few clients gone direct via app etc, but normally no issues with clients letting brokers do the PT , becuase what the lenders will not do is advise the client when they reduce rates , which of course we monitor up until completion for the clients , and at times do charge a £100 - £...
Friday, 2.34 pm I'm starting to get flashbacks of Inteliflo with this new CRM System - just awful and not fit for purpose - ring any bells to any ex Tenet members on here? Senior management pushing ahead regardless of the members disatisfaction with it - you will use it, it will work..... ooops......where's...

Latest from the Provider/Adviser forums

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Friday, 4.10 pm Based on adviser feedback, we have now built the facility for the CRM, client portal & communications to be white label, which adds another extension to your branding. We have included this at no additional cost, so once you are registered on our platform, you can make those changes immediately...
Friday, 12.42 pm Let's do it! Book some time in and I'll show you the system and then set you up on the live system for a trial and you can give it a bash! https://scheduler.zoom.us/adviseriq/60-minutes-with-adviser-iq    
Friday, 12.40 pm With provider data- it should be visible at all times ot just case specific- almost like an online filofax! Happy to jump on a call for you to demo and for me to break your system! I have trialled more than you can count and can show how simplistic it needs to be too!
Friday, 12.39 pm What is your CRM? It sounds interesting
Friday, 12.36 pm Adviser IQ :) 
Friday, 12.35 pm I'm intrigued- can you share any info so I can take a look?
Friday, 12.28 pm Thank you! We have built a very strong case manager system, so a case manager could do all work in one screen without flicking through multiple screens to manage their load. You can also click solicitors, estate agents & lenders to a case for automatic chasers to be sent to them. We import you...
Friday, 12.23 pm Having a tailorable provider directory where you can click on a lender/lawyer/valuer/agent from your contacts and see contact info and also be able to add details such as lender account details for client overpayments. Robust diary system which you can overview as a daily/weekly not just in a daily...
Friday, 12.22 pm 100% We have built communications into the system, so your emails are connected, any emails sent to a specific client are linked to that client record and any emails received do the same. You can also link lender, solicitor, insurer or any other third party email to that record, so all corresponden...
Friday, 12.16 pm How much do they charge? Can't see it on the website. 

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