Since the Mortgage Market Review, processing a mortgage application can sometimes be time-consuming.
And clients often don’t want to spend extra time on a protection conversation too. But that could mean they’re exposed to financial risks if the worst should happen.
We are delighted to inform you that all members now have access to Streamlined underwriting; an integrated process with Mortgage Brain’s The Key, and Royal London. It lets you incorporate the Life Cover conversation and application into the mortgage fact find – and your clients get an immediate decision during the mortgage meeting.
The simplified process means your clients need to spend less time answering health and lifestyle questions. And it could help you increase your protection sales.
Watch this short animation to find out just how streamlined underwriting works.
Don’t forget: As this is an advised sale, you will still need to ensure that you follow the network’s standard advice process and undertake sufficient research to ensure that what you are recommending is the best product for the customer.
For help and support on using the new Streamlined integration,please contact training@therightmortgage.co.uk or call our team
on 01564 732 744
