The event sessions include: market overview, communications skills and confidence, fraud, technology and tools, qualifications and case submissions: how to get it right first time.
Dedicated to the needs of mortgage administrators, paraplanners and broker support staff, Mortgage Administrator iVENT will be hosted within a secure, online environment, in which delegates will be able to access content, network and interact with sponsors directly from individual desktop, laptop, or mobile devices.
This event will be live on the 18th-19th of September, however by signing up today you will gain a licence to access all of the content for an additional six months.
The market overview will be an insight into the UK mortgage and housing markets and consider the different areas mortgage business comes from including, first-time buyer, homemover, buy to let and equity release.
The number, type and pricing of the different mortgages available will be examined, as well as innovation within the sectors.
The session will also discuss potential threats and opportunities within the mortgage market.
Building communications skills and confidence will cover how to speak to customers confidently and reassuringly by phone and how to manage client expectations.
The session will include advice on how to deliver bad news in a positive manner, how to deal with an upset or irate client on the phone and how to ‘manage upwards’ – communicating firmly and fairly with your adviser colleagues.
The fraud session provides an explanation of the scale of fraudulent activity in the UK mortgage market and the sectors it impacts.
It also looks at the responsibility for identifying and reporting fraud and to spot a potentially fraudulent application.
Technology and tools shows the online tools and technologies to help input, manage, and save client data, exchange messages and track cases.
Qualifications examines what it takes to move from being a mortgage administrator to paraplanner, as well as administrator or paraplanner to a full mortgage adviser.
It will provide a step by step guide to the different qualifications available, the minimum CeMap requirements and additional qualifications you can take.
This session will also help you understand the approximate number of hours’ study required for each qualification, the costs involved and the location of exam centres.
The Case submissions: get it right first time session looks at how to successfully package a case to maximise the likelihood of a speedy and positive outcome.
It will explain the process from the lender end and explain which documents lenders will always require and why, as well as common variations between lenders.
The ideal timeline and stages in the process will also be looked at with the help of case studies, including typical mistakes or omissions in admissions which slow the process down.