Six presentations are taking place during the day, with those already shown available on-demand for catch-up viewing.
Registration is still open and can be completed now by clicking here or following the link below to gain entry to the Ivent.
Registered delegates have access to all the Ivent online content and can visit sponsor stands digitally from a desktop, laptop or mobile device.
The event exhibitors and speakers will be available online throughout the day to answer delegates’ questions.
9.30 to 9.50: An insight into the changing product and advice framework
How will the size of the intermediary market change over the next few years?
- Will brokers continue to dominate the sector?
- What role will technology play for brokers and lenders as the market changes?
- What areas of the market can brokers address to ensure they remain at the forefront of advice for customers in an increasingly technology-focused market?
- What product developments are welcome 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
10.30 to 10.50: The inside view from an experienced underwriter
Getting application submissions right first time isn’t easy, especially with an increasing range of products, lenders, criteria and customer circumstances. This session will help you to package and process business more efficiently.
Dawn Mirfin, group underwriting director, OneSavings Bank
11.30 to 11.50: How to be seen as a concierge for the mortgage process
This session will provide confidence to administrators when talking a customer through the end-to-end process, including the key milestones and what they can expect. The administrator will be able to instil confidence in the customer that they are being looked after and to effectively manage customers if there are delays, disappointments and frustrations in the process.
Jeremy Duncombe, director of intermediary distribution, Accord Mortgages
12.30 to 12.50: 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 understand 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;
- Say ‘no’, politely but assertively;
- Have more effective meetings, telephone and e-mail engagement; and
- Beat procrastination.
Chris Croft, Chris Croft Training
2.00 to 2.20: Lending into retirement: catering for evolving customer needs in a changing market
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 expect to receive sound advice. The changes we anticipate in product availability and innovation, distribution and the advice framework will bring this sector more into focus for mortgage administrators.
Matt McCullough, national sales manager, Aldermore
3.00 to 3.20: Fight fraud with these five golden rules
Mortgage advisers can be prosecuted for failing to prevent fraud, so they need to take action and ensure that they have robust processes in place.
This session will look at the current picture in mortgage fraud and consider the steps administrators and brokers should 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 only a compliance issue. It protects your business. Administrators are firmly at the coalface.
Phil Quinn, national account manager, Pepper Money
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