Richard Beardshaw, head of sales at HSBC UK for Intermediaries (pictured) will be offering a broad overview of the housing market, types of buyers and innovation in the mortgage lending market.
Beardshaw will also cover the potential threats to the mortgage market on the horizon including Brexit, Base Rate rises, technology and the opportunities, including the strength of the advice sector and the increasing complexity of borrower circumstances.
In another session, Aldermore head of intermediary distribution, mortgages Roger Evans leads a presentation called ‘right first time’, which looks at how to successfully package a case for a successful outcome.
He will cover the documents lenders want certified and the common variations between lenders and examples of those that need more or less documentation and why.
Evans will outline the ideal timeline and examine the stages in the process when documents should be submitted and consider the benefits of drip feeding documents to lenders as they come in.
He also expects to troubleshoot common mistakes and omissions in applications which slow the process down.
Building communication skills
Other sessions include building communications skills and confidence, including dealing with an irate customer and successfully managing upwards, or communicating fairly and firmly with your adviser colleagues.
Fraud, technology and digital tools are the topic of other sessions, alongside the qualifications needed to move from paraplanner to mortgage adviser.
The Mortgage Administrator Ivent is targeting mortgage administrators, paraplanners and broker support staff and will be held live on the 18 and 19 September, but delegates that sign up to the free-to-attend event can access all the content for another six months.
The event will be hosted within a secure, online environment and attendees can access content, network and interact with sponsors directly from a desktop, laptop, or mobile device.
For more on the event and registration details.
