The Mortgage Administrator iVENT takes place ONLINE.
9.30am - 9.50am
An insight into the changing product and advice framework
How will the size of the intermediary market change over the next few years. Will we continue to see brokers dominate the mortgage sector?
What role will technology play for brokers and lenders as the market changes? In an increasingly technology focussed market, what areas of the market can brokers address to ensure they remain at the forefront of advice for customers? And, following on from this, what product developments are we likely to see from lenders in order to help the next generation of home owners?
Chris Pearson, head of intermediary mortgages, HSBC UK for Intermediaries
10.30am - 10.50am
The inside view from an experienced underwriter
Getting application submissions right first time is of paramount importance. With more products, more lenders, differing criteria and an increasing range of customer circumstances, it is not easy. This session will help you package and process business more efficiently.
Dawn Mirfin, group underwriting director, OneSavings Bank
11.30am - 11.50am
How to be seen as a 'concierge' for the mortgage process
Aimed at giving the administrator confidence to talk a customer through the end to end process - The key milestones and what they can expect.
Enabling the administrator to instil confidence in the customer that they are being looked after.
Have the confidence to effectively deal with customers when there are any delays, disappointments and frustrations.
Jeremy Duncombe, director of intermediary distribution, Accord Mortgages
12.30pm - 12.50pm
Honing your skills as an effective communicator & developing your time management skills
Get control of your day. Learn the difference between urgent and important, and that clear objectives lead to clear priorities.
We will arm you with tips and techniques to:
- Clarify your objectives in life and at work
- Reduce the effects of interruptions, How to say, “No” politely but assertively
- Have more effective meetings, telephone and e-mail engagement
- Beat procrastination
Chris Croft, Chris Croft Training
2pm - 2.20pm
The changing lending into retirement market and the needs of a different customer profile.
Meeting the financial needs of older people is one of the most significant challenges facing the financial services industry today. And with an ageing population, rising to that challenge is only going to become more crucial in the future. This session will be an introduction to the sector and its potential challenges. We will look at the client base and its potential vulnerability, the product options, the implications on tax credits and other considerations. Consumers will expect to receive sound advice and the changes we will expect to see in product availability and product innovation, distribution, and the advice framework will bring this sector more into focus for the Administrator.
Matt McCullough, national sales manager, Aldermore
3pm - 3.20pm
Fight fraud with these five golden rules
Mortgage Advisers can be prosecuted for failing to prevent fraud, so you need to take action and ensure you have robust processes in place.
Looking at the current picture – trends in mortgage fraud, as well as the steps Administrators and brokers should always take to prevent fraud and protect their business.
This could be as simple as making sure you always report suspected fraud or double-checking income figures if they look way off compared to the client’s stated profession. But you should also look carefully into any businesses you deal with, from conveyancers to introducers. Fighting fraud is not just a compliance issue, it protects your business and Administrators are firmly at the coalface.
Phil Quinn, national account manager, Pepper Money