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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Top 5 Time-Saving Hacks Every FCA-Regulated Mortgage Broker Should Be Using
Time is the one thing mortgage brokers can never get back.
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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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How to Build a Competent Adviser Status (CAS) Programme That Stands Up to FCA Scrutiny
Awarding Competent Adviser Status (CAS) is one of the most important decisions a mortgage firm will make.
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How Many Files Do You Need to Achieve Competent Adviser Status (CAS)?
It’s probably the most common question new mortgage advisers ask…
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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