SmartrFit Launch

Join Paula Priest, National Account Manager from Foundation Home Loans as she discusses the latest landlord data trends and how she can help with your specialist cases in 2021.

Here at Platform, we do things differently. We are part of The Co-operative Bank – the only high street bank to be guided by a customer-led Ethical Policy.

In this webinar, you can find out more about Platform's products & services, as well as our approach to affordability, our packaging requirements and the benefits to you as an adviser of using us.

SmartrFit is L&G’s latest innovation, combining our mortgage search criteria tool with an affordability calculator, to find an even smarter fit between your clients and lenders.

For a system to truly support your work, it should grow alongside your business. Not only is Legal & General’s Mortgage Club committed to continually evolving, we’re on a digital transformation journey, and dedicated to growing the industry as a whole. Once you’ve entered a client’s mortgage requirements, it does the research for you, quickly matching the most appropriate lenders from our panel to their circumstances.

SmartrFit is dedicated to quickly, simply and accurately finding your clients the right deal, first time.

The Growth Series is a free resource with the aim of supporting brokers and to help them grow their business. The material ranges from podcasts, blogs and guides and they cover a broad range of topics to support firms large and small. Some examples of the types of content are help with utilising social media, making sure your firm is visible to prospective new clients and tips on how you can support existing clients.

The presentation will run through our top tips from the Growth Series content to introduce you to what free support is available.

With an increased focus on remote working, join our panel to understand the benefits of using a technology-backed conveyancing solution. If your local conveyancer continues to operate out of filing cabinet, then perhaps its time to rethink your approach and embrace an online provider, as opportunities exist for brokers to work with conveyancing partners.

Providers participating are:

The Moving Hub
Simplify
ULS Technology

Join our panel as we take a deep dive into what's happening with the Later Life Lending market, focusing upon the latest for Rio, Equity Release, Bank of Mum & Dad, Bank of Nan & Grandad, and how later life lending is helping the younger generation.

Participating Lenders are:

Key Partnerships
Legal & General Home Finance
Livemore

Is now the right time for clients to make that all-important move? Should they take the plunge and invest in home improvements or that extension they have always wanted? If they're working from home indefinitely, should a client consider building a home office?

Join the Mortgage Club and our guest panellists as they discuss all this questions and more as part of a broader look at the current state of the mortgage market. This discussion will take in high LTV's, stamp duty changes, help-to-buy, shared ownership, further advances and 2nd charges, and how the current climate is affecting these.

Participating Lenders are:

Kensington Mortgages
Leeds Building Society
United Trust Bank
Virgin Money

As the COVID-19 pandemic stretches on, our reliance upon technology continues to grow. In this session we will discuss how brokers can get smarter by embracing available technology to ensure their ability to write business remains seamless and effective, and in particular the benefits of using Electronic ID & V technology.

You can also find out more about the Mortgage Club's newest innovation - SmartrFit, which combines an affordability calculator and criteria search tool.

Participating Lenders are:

Digidentity
Experian
Skipton Building Society

As we near the end of what has been a year like no other, our expert panel discuss what the impact has been on the later life lending mortgage market and what they expect to see in 2021 – and beyond the pandemic.

Dave Stratton, Distribution Director for Legal & General Home Finance, is joined by Marie Catch, Head of Mortgage Sales for Legal & General, Paul Hopton, Key Relationship Manager for Legal & General Mortgage Club and Dan Maskell, Director of The Finance Planning Group.

For advisers only.

A quick guide of the SmartrFit sourcing tool.

The session focuses on the impact of a second lockdown, and how you thrive and not just survive. The key topics that will be covered are changing customer behaviours and the available technology that can help, as well as looking at some of the accelerated innovation that is supporting the new normal.

Launch video for the SmartrFit sourcing tool.

Following our recent launch session focusing on 'Incomes', please join us for the 2nd SmartrCriteria "Hot Topics” session where 3 lender partners will interrogate certain criteria items. This month's topic is 'Property'.

The session is designed to keep you up to date on changes surrounding property to help support your conversations with customers.

Our Mortgage Club host Stephen Mone will be joined by:
Eloise Hall- Kensington Mortgages
Paul Lewis - Mansfield Building Society
Paul Kane - NatWest

Join Steve Nobes, Head of Network and Club Relationships at Smartr 365 for an upcoming breakfast briefing covering 'Navigating the issues brokers are facing'.

This session will cover both the challenges and opportunities out there in the market, and how technology can lighten the load and pave the way for improved business performance.

In this session, we discuss what life is like at a Challenger Bank, and what the future holds.

Having faced some well documented challenges, and then dealing with the impact of Covid19, Metro Bank have had a lot to deal with, yet they have remained open for business, and even lending at 90% LTV.

We hear from Charlie Morley, Director of Mortgage Distribution at Metro Bank who gives his insight as to how Metro Bank have coped through the pandemic, and what we can expect from them going forward.

After the huge success of our 4 week BTL training programme in the summer, L&G are proud to offer you a 5th and final BONUS Edition, using our wider unique L&G Group position to look at the BTL market holistically.

Zara Bray, L&G Key Relationship Manager will be joined again by Roger Morris, Group Distribution Director at Kent Reliance who will give his perspective of the market as a landlord.

Together with our colleagues, Stephen Fallon (Market Development Manager, L&G Retail Protection) and James Gittins (Market Development Manager, GI Distribution) we’ll provide practical information, products and ideas to help our members maximise opportunities with landlords and tenants including a broader look at the current landscape.

Danny Belton, Head of Lender Relationships, L&G Mortgage Club, will host a session, in conjunction with Experian, that will look at Open Banking, the challenges, and how we can move forward in a post Covid19 environment where technology is playing a more prominent. Rob Mathie and Rob Haslingden from Experian will provide a presentation, and some thoughts for consideration and discussion.

Vida Homeloans have recently made a welcome return to the specialist lending market.

With a new CEO in place and a new vision, find out what’s in store for Vida Homeloans’s future now they are back open for business.

Join Louisa Sedgwick, Managing Director Mortgages, in conversation with Danny Belton, Head of Lender Relationships from the Legal & General Mortgage Club, as she discusses what Vida Homeloans have been up to for the past few months, and what the new future Vida will look like. Hot topics touched upon include payment holidays, short notice product pulls, furlough and collaboration between advisers & lenders, and their new chatbot, Milo.