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Latest from the Adviser forums
Create a new topic
Date
Post
Yesterday, 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
Yesterday, 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...
Yesterday, 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...
Friday, 2.09 pm
I did a similar case with NatWest a while ago. Normal rates. Worth asking. I'm assuming they plan to live in it on their return.
Friday, 1.59 pm
I have a client who works for BT but is currently on secondment in Germany until November 2027. He is paid in Sterling. He has sold his property and found a new property to buy which wont be available until March/ April 2027 - so if he completes before, he will leave the property empty, but he is h...
Friday, 12.07 pm
How will the PI work? Will you require your own policy? 40% for most of the work and all of the risk sounds pretty terrible to me!
Friday, 12.06 pm
No idea re min biz tbh, sorry to the other question - we're in the bracket between £250K - £500K. Closer to the top end of that, but my understanding is that the 6.64% kicks in at £250K
Latest from the Provider/Adviser forums
Create a new topic
Date
Post
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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11/09/2026
Losing cases! | CRM | Relevant Life | Going s/e | Primis | Gibraltar client
10/09/2026
EShots offer - not to be missed!
10/09/2026
Still choosing free legals? More like no legals...
09/09/2026
CIC & IP with AF? | Leads feedback? | FCA invoice up 8% | Sourcing platforms?
08/09/2026
Later Life Lending: Retirement Re-planners
07/09/2026
EShots offer - not to be missed!
07/09/2026
CRM feedback request | CIExpert | September | Clear as mud? | Networks
04/09/2026
8 in 10 stay. That’s no accident.
04/09/2026
Protection Guru v CIExpert | FCA | Clunky CRMs | Life premiums | Primis | Acre
02/09/2026
FCA returns/invoice | High BMI life/CIC | Lead trackers? | Clients confuse me...
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11/09/2026
ROMA FINANCE COMPLETES FIRST £2.4M COMMERCIAL MORTGAGE FOLLOWING PRODUCT LAUNCH
11/09/2026
Gable Mortgages Joins Sourcing Brain
11/09/2026
Leonard Curtis joins the BDLA as an Associate Member
11/09/2026
Remortgage searches rise 11% year on year says Twenty7tec as August mortgage activity slows
11/09/2026
Darlington cuts residential and specialist mortgage rates by up to 40bps
11/09/2026
HTB comments on latest ONS construction data
11/09/2026
GDP reaction from Phoebus
11/09/2026
GDP reaction from LMS
10/09/2026
Make more of every enquiry this Autumn
10/09/2026
conveybuddy appoints new Regional Director for London & the South East
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