On Monday 9 May, we will be making some changes to BM Solutions Online which will make it easier for you to amend the customer’s personal details that have been keyed. The fields under ‘Personal Details’ (Title, Forename, Middle names, Surname and Date of birth) will no longer be ‘read only’ once a Decision [...]
Summary: When used correctly, the right technology can be a powerful tool to simplifying bridging finance for brokers, clients and BDMs. LendInvest's Mia Colgan talks about how the technology in their broker portal supports her role to improve broker experiences. Find out more here.
Looking for a way to make finding the perfect mortgage even easier for you and your 50 -90+ customers? Got some burning questions you want to ask about LiveMore’s new product structure? If you answered YES to the above questions, look no further! Join LiveMore on May 17th at 12:30pm for a webinar all [...]
The Unusual Suspects is an event of lenders, online platform providers and a specialist self-build distributor to help raise awareness of solutions for you and your business. Venue: Tankersley Manor, Church Lane, Tankersley, Barnsley S75 3DQ Come and join us at 9.30am to discover more, but hurry - attendance is strictly limited to 70 [...]
At Ceta, we always strive to be the best that we can be. To improve and gather feedback on our portal, we are undertaking some research in the form of a short survey which you can access via the button below. The survey goes through 5 key sections: Qualifying Questions (Please have your member [...]
We're there to support your clients We'd love you to support us at the Health & Protection Awards 2022 It's time to cast your vote. Please show us your support and nominate us. (Closes end of Friday 13 May) Support us We know that cancer can be overwhelming and we want to be there [...]
From prevention to peace of mind to access to support when it’s needed, financial advisers are perfectly placed to ensure the mental health of clients is fully covered, writes Greg Levine and Adam Saville. With loneliness the theme of this year’s Mental Health Awareness Week (9 – 15 May), our latest article explores the [...]
Our latest IHT infographic is designed to help inheritance tax planning for your clients and how assets may have increased since last year. For example, did you know that the average house price in the UK increased by 10.9% over the year to February 2022? The total amount of tax receipts in 2020-21 was [...]
Looking for a way to make finding the perfect mortgage even easier for you and your 50 -90+ customers? Got some burning questions you want to ask about LiveMore’s new product structure? If you answered YES to the above questions, look no further! Join LiveMore on May 17th at 12:30pm for a webinar all [...]
To mark this year's Mental Health Awareness Week, today's insight examines why income protection insurance is arguably the best solution when it comes to protecting a client's mental health. Read here
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