01702 533 400

Business Support

A wide range of business support at your fingertips.

Compliance

Year Round Compliance Support*
Our compliance helpdesk ensures you have direct access to a Compliance Officer by telephone and email. A vital resource to ensure your business is protected, no matter how big or small the query.

Monthly Regulatory Updates
Our monthly compliance bulletin aims to keep you up to date with the latest regulatory changes and the impact these may have on your business.

Compliant Document Suite
Access a comprehensive suite of professional PDF documents which can be easily integrated into your business.

Training

Quarterly CPD Accredited Training Events
Every quarter we invite leading high street and specialist lenders and providers to join us at our quarterly training and compliance events. The half day or full day events are free to attend, whilst providing an excellent opportunity for you to network and earn valuable CPD points. Spaces at these events are limited and priority invites are circulated to Ingard ARs and DAs first.

Subscription to The Pulse
The Pulse, our quarterly training and compliance magazine, keeps Advisers informed of the latest market news, views and updates. Every issue features the independent views of Ingard’s Directors, articles from leading lenders and providers, plus information on our latest promotions and lender launches.

Technology

Mortgage Sourcing System
We provide a free mortgage sourcing licence from one of the two leading sourcing providers. Both providers boast accurate sourcing, real time product updates and offer second charge sourcing within their systems.

Whole of Market Mortgage, Protection & Specialist Referrals

There are several ways which you can refer business to Ingard, depending on the level of involvement you want to maintain with the client and the type of case it is:

Locum Support
For advisers that work alone or within a small team, having locum support can be a lifeline for your business, should you be unable to work due to a serious life event. Our team will continue to service your clients until you, or a member of your team, are able to return to work.

Case Placement & Processing
If you want our team to find the best deal, advise the client and complete all of the administrative work, then you simply need to pass Ingard the client’s name and number and we will take care of the rest. On completion, we will pay you an attractive referral fee for introducing the client to us. If at any point in the process the client wants an additional service, such as protection, then we will refer them back to you to provide this service. If you would prefer our team to also take care of this, then we will pay you a referral fee for this too.

Case Packaging
If you want to provide all of the advice to the client but pass your administrative work to our team, then simply submit the client’s documents to be packaged. This route will save you a lot of time and energy which could be better spent focusing on your other business areas.

By packaging the case through Ingard, you will have access to exclusive products and lenders who only deal with packagers. In many cases, we will be able to pay you a higher procuration fee on these cases as lenders tend to pay us more on these cases due to the volume of business we produce.

Specialist Lending
Mortgage – Buy to Let – Commercial – Bridging – Second Charge Mortgage – Equity Release
Our satellite office based in Chester, offers specialist advice and packaging for customers with complex or niche needs. Our experience and relationships with over 30 specialist lenders ensure our team can negotiate competitive terms and secure exclusive deals for your customers.

Marketing

Monthly Client Newsletter
Marketing emails can help to bridge-the-gap between your customers’ last transaction with you and their next transaction with you. Ingard provides advice on how to set-up and send email marketing, in addition to a free compliant newsletter which you can add your own branding and contact details to.

Business Approach Letters/ Emails

Referrals from Estate Agents, Solicitors and Accountants, can provide you with a regular flow of business which tends to convert well. We have created letter and email templates that you can personalise and then send out to local businesses to help you to develop these valuable business relationships.

Promotional Flyers

We have created a range of A5, A4 and A3 flyers which can be personalised with your logo, contact details and regulatory information. The flyers illustrate the benefits of using a Mortgage Broker for customers who are searching for a mortgage, second charge or buy to let etc.

Review Website & Marketing Literature
Our Compliance Team will review your website and marketing literature to ensure that it is up to date and compliant. If there are areas in need of attention, then we will provide feedback on our findings and the necessary changes which need to be made.

Find Out More

For more information on our comprehensive range of business support services, call our Broker Support Team on 01702 533 400 or complete our short registration form.