Over the past 12 months, we’re pleased to have welcomed over 25 new Mortgage Brokers into Ingard’s Network. To help Members who are getting to grips with mortgage broking and Members who have been with us for a while that would benefit from some intensive refresher training, we’ve introduced an optional additional training day on Tuesday 11th September at Aegon’s office in Lytham.
Most Mortgage Brokers who are new to the industry quickly become aware that there’s far more to the role than sourcing clients and completing paperwork. Mortgage Brokers are expected to offer suitable solutions to customers based on their knowledge of lender’s criteria and products (something which technology alone cannot provide), confidently understand how to review income structures of self-employed individuals and Directors and offer insurance to protect the customer’s home and family if an unfortunate event occurs.
Date: 11th September
Address: Aegon, Ribble House, Ballam Rd, Lytham, FY8 4JZ
Mortgage and Protection Masterclass Agenda
10:00 Broker Registration
10:20 Introduction – Ingard
10:30 Solutions for Customers Who Don’t Fit the High Street Mould – Precise Mortgages
11:00 High Street Lending with a More Personal Service
PLUS Brokers Beware the Lenders are Watching You – Metro Bank
11:30 Reviewing Self-Employed Income – Horner Downey
12:15 Offering Protection Products to your Customers – What Do They Need and How Does it All Work? – Aegon
14:00 Examples of Real-Life Claims – Aegon
14:30 Why Offering Building and Contents Insurance Falls Under the Responsibility of the Mortgage Broker? – Assurant
15:00 Drop-In Clinic for Case/ System Queries
Here to Help
For more information, call our team on 01702 538 800 or arrange a call back.