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Latest from the Adviser forums

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Yesterday, 4.15 pm Ditto. I've done three ER cases on ones that didn't work for them 
Yesterday, 4.13 pm You can also build a decent relationship with their team.  I have started to get referrals back from my local branch, especially self employed clients, as they have a fairly strict policy.
Yesterday, 4.10 pm But get 0.25% on PTs with them!      
Yesterday, 3.56 pm And you never see your client again!!
Yesterday, 3.12 pm   Before I waste to much time on this....any ideas? Its a purchase through a LTD company of a holiday let, deposit it mostly from concessionary purchase....e.g market value £800k, agreed sale £650k and own cash £50k.  Kind of sounds like something a property guru / cou...
Yesterday, 3.12 pm We have 4 days a year and this includes file checks of more than 10% of our business, updates on changes and preparing all the annul docs we need to have on file (not FCA returns). It costs £750 per full day, so £3,000pa. This is via an independent compliance consultant.   It does...
Yesterday, 3.01 pm Thanks for your help everyone  Will be sending them over to the solicitor to discuss before committing but all sounds promising 
Yesterday, 2.47 pm As I understand it , sdlt will be based on 50% of the mortgage value. So in the above scenario it will be £0. 
Yesterday, 2.32 pm A network accepts responsibility for all your acts or omissions, are you an AR?
Yesterday, 2.30 pm I believe it depends on how you position your offering. My main concern with UWME is that it can encourage lazy advising, particularly in larger firms where staff may feel less scrutinised. I've been told about instances where advisers were encouraged to use UWME simply to close a sale—eve...

Latest from the Provider/Adviser forums

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Yesterday, 4.45 pm Hi @DJhigs . Yes, It can also be used as a simple lead management system by utilising the configurable statuses, workspaces and basic workflows. 
Yesterday, 2.16 pm Can this be used just as a backend lead management system rather than a full CRM?
Yesterday, 1.57 pm View this email in your browser A couple of operational updates from our side Rate increase:...
Yesterday, 1.36 pm Later life lending increased 215% in Q1 2026, reflecting rising demand for flexible mortgage solutions Vernon Building Society has reported a significant uplift in later life lending, following last year’s refresh, with Retirement Interest-Only (RIO) products seeing the strongest demand as th...
Yesterday, 1.32 pm I prefer to leave name as still trying to get my money 
Yesterday, 1.19 pm PRIMIS?
Yesterday, 12.15 pm Glenhawk, the specialist short-term lender, has announced the appointment of Josh Knight as Managing Director, Sales & Marketing. Josh will lead the sales, marketing and product teams and have responsibility for the company’s commercial strategy. Josh joins from Octane Capital, where he ...
Yesterday, 11.33 am Melanie Spencer, growth director of Target Group, part of Tech Mahindra, said: “I think this data highlights why lenders can’t get complacent about collections and arrears. Yes, there’s been some surprising positive news around recently. The latest PMI showed business activity ris...
Yesterday, 10.46 am 👋 We're excited to share that we've launched our new website — and we'd love to hear what brokers and networks think. Olmo is an AI-driven mortgage platform built to work alongside advisers, not replace them. We've been heads-down building features that tackle the real pain p...
Yesterday, 10.29 am Reading between the lines .. how can we flog more Equity Release to people who might not need it - but want a new Car every 2 years????    

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