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Virtually free to see more clients – Star Letter 09/09/2016

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  • 09/09/2016
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Virtually free to see more clients – Star Letter 09/09/2016
Each week Mortgage Solutions rounds up the most opinionated and thoughtful comments of the week in Star Letter.

This week’s Star Letter goes to Corby Macdonald for his comment under the post: Voice recognition could help mortgage advisers spot struggling applicants – MCI

I have said this many times before and I have even submitted a paper to the FCA, never to be replied to, but, as a mortgage broker, I cannot see any problem with conducting a fact find and subsequent sale via such digital media as Skype, Face Time or other video media.

I can speak to the client, get them to email their documents and ID, so I can ID them, so long as it’s conducted as a normal face to face, what is the problem? But, it appears to be wrong, but, it would free me up from unnecessary travelling, making me greener and I can do appointments at more beneficial times for the clients and myself. I don’t think that “robo” advice is the way forward, I think its important for that client/broker interaction, but, I think there are ways we can use technology better to enhance our client servicing.

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