The First Steps towards Working Smarter: Pre-Submission

Presented by

Host: Zara Bray - Key Relationship Manager, Legal & General Mortgage Club

About this talk

In this session, we explore ways in which brokers can work smarter across the entire pre-submission journey, from the acquisition of new customers right through to completing a Fact Find and making recommendations to the customer. Join Zara Bray, Key Relationship Manager, as she hosts a panel that discusses practical ways to generate efficiencies across this entire journey, to help advisers work more effectively. The panel also look at what tools are available to help you qualify your customers, source the appropriate product and the usage of ID&V to confirm the customers identity. It’s all about embracing change across ways of working to make your time and resource work as effectively as possible for you. Panelists: James Adams - Head of Network and Club Relationships, My Simple Mortgages Stephen Nobes - Head of Network and Club Relationships, Smartr365 Jonathan Evans - UK Business Development Manager, Digidentity

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