Consumer Duty MI: What Should Firms Actually Measure?
Good Consumer Duty MI isn’t about measuring everything you possibly can. It’s about collecting the right information
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Proving “Fair Value” on Broker fees & Admin Charges
It is no longer acceptable for mortgage brokerages to justify broker fees or administrative charges simply by pointing to market rates
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Do Mortgage Brokers Need Credit Broking and Debt Counselling Permissions?
This depends entirely on what kind of cases you’re writing, how you handle unsecured debts, and what your lenders demand in their agency terms.
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How to Create a Compliant Terms of Business (CIDD) for Mortgage & Protection Brokers
The essential information your Terms of Business must include.
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Top Tips for Mortgage Brokers to Maximise Sales Without Compromising Compliance
How small changes to your advice process can improve conversion rates
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How To Complete A Consumer Duty Board Report
All firms are expected to complete an annual consumer duty board report. The report serves as a comprehensive overview