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Tag Result: client retention

Brokers lose 60 per cent of clients to lenders at remortgage – exclusive

Mortgage brokers lose 60 per cent of their clients to direct lender channels when they rem...

  • Apr 30, 2020
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Advisers must prepare for ‘slick execution-only’ propositions from competitors

Homeowners’ move towards five-year fixed rates has put pressure on brokers to “up thei...

  • Jan 24, 2020
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Tech firm Eligible launches broker retention calculator

Technology firm Eligible has launched a calculator that can tell brokers how much revenue ...

  • Nov 13, 2019
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Long-term fixes require an advice re-think – Duncombe

An increasing number of borrowers are now choosing five-, seven- and 10-year fixed rate mo...

  • May 13, 2019
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‘Customers have high expectations and little loyalty if we fail to meet them’ – Marketwatch

Making customers understand their broker's value is the first step a mortgage adviser need...

  • Mar 20, 2019
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Referrals: Trace them back to understand the process – Knight

Referrals and recommendations tend to be the lifeblood of any advisory business, but how o...

  • Feb 15, 2019
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‘Not publishing product transfer rates may grow in popularity for lenders’ – Marketwatch

Lenders are more aggressive in retaining customers, offering product transfer deals much e...

  • Feb 13, 2019
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Poll: Are you remodelling your business around product transfers?

UK Finance figures revealing the product transfer is worth around £200bn per year surpris...

  • Sep 14, 2018
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Brodnicki: I fear for brokers if your business is based on proc fees

Mortgage Advice Bureau CEO Peter Brodnicki has warned brokers that their business could be...

  • Sep 14, 2018
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Coventry BS extends maturity notice period to four months

Coventry Building Society will begin telling brokers and customers 17 weeks ahead of their...

  • Aug 20, 2018
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