Mortgage Professionals

Over the last two years the mortgage industry has gone through a series of dramatic challenges and it is only now that we see a gradual return to more promising market conditions. The volume of transactions is marginally up and lenders are now beginning to relax their product criteria slowly but surely and deliver more attractive rates.

Regulation in the mortgage industry is very high profile and it is imperative therefore that today’s mortgage professional and/or network is equipped to deal with this regulatory requirement efficiently whilst allowing sufficient time in their business to attain a satisfactory level of sales, customer service and cross selling activity. The FSA in its current review of regulation are likely to increase this regulatory burden further and it is with these changes.

With these changes in mind it is imperative to have the best tools available to you that will help you source, service and retain your client bank by:

• using integrated sourcing tools within a single platform
• single data entry through one solution
• meeting your compliance objectives through pro-active compliance technology
• submitting more business via web-based platforms
• use of diary management for client reviews
• using auto reconciliation of commissions to speed up your administration tasks and control cash flow

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