We offer our Appointed Representatives a comprehensive range of products and services for a low transparent monthly fee, which includes PI cover, fully compliant mortgageLink software and full compliance support.
Dedicated support
We do not set our Appointed Representatives targets; instead we provide them with comprehensive training and support to help them grow their business and maximise their opportunities in-line with their business objectives.
Our free support package includes:
Dedicated business d
evelopment manager and regional compliance officer based in your local area
Head office based sales
executive
Induction course
Free regional training events and workshops
Free software training events
Annual Conference
Top producer incentive scheme
Multi functional software.
Appointed Representatives are given our mortgageLink software which enables them to source and produce fully compliant illustrations for the whole of the mortgage market and our comprehensive panel of Insurance products.
Accurate information is vital for intermediaries and their clients, so we provide Guaranteed Accountability for all KFIs produced from mortgageLink. This means that if our software is inaccurate, we will be accountable, protecting our Appointed Representatives and their clients from any potential loss.
Third party software including mortgage trading exchange, The Exchange and Paymentshield’s Inertia have all been integrated with mortgageLink which means data can be pre-populated, saving time and reducing keying errors.
mortgageLink produces compliance documentation and provides a Full Audit trail which allows us to monitor Appointed Representatives remotely, leaving them with more time to write business.
To help our Appointed Representatives manage their relationships with their clients, mortgageLink includes a comprehensive client management system which they can use to set reminders, manage mailings, keep track of any business they have written and produce reports to illustrate this.
Main Software Features:
‘Whole of market’ quotations for mortgages
Combined mortgage and insurance quotations and documentation
Direct integration with The Exchange, mortgage trading exchange, and Paymentshield’s Inertia
Ability to produce full compliance documentation, which is stored on the ‘audit trail’ within mortgageLink
Guaranteed Accountability for all KFIs produced
Contact management system
Free software training courses regularly held across the country and a dedicated Helpdesk
Dedicated mortgageLink helpdesk
Comprehensive package
We recognise that each business has different business needs, and have developed our offering to meet those needs:
Whole of market coverage for mortgages
Comprehensive panels for Household Insurance, Payment Protection, Term Assurance & Critical Illness Cover and Pension Term Assurance
Packaging service with on site underwriters for a range of lenders
Introducer agreement with Towergate Riskline for a range of personal and commercial insurance products
Introducer agreement with Burns Anderson for investment business
Free mortgageLink software
Secured and Unsecured Loans Panels
Website development and mortgage sourcing tools
Dedicated support teams
• Value added services including discounts on lead generation, stationery, telecoms, foreign currency exchange and IT services
• Free share options
Full compliance support including training and competence scheme
Conveyancing Service - earn up to £200 per transaction.
