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SmartrFit Spotlight – What is it and what’s new?

Our latest innovation, which combines our mortgage search criteria tool with an affordability calculator, is helping advisers to work smarter every day. The L&G Mortgage Club is on a digital transformation journey and SmartrFit is no different. We have now incorporated Products into the system which represents a huge enhancement of what’s available, plus we’ll soon be launching Buy-to-Let to sit alongside our existing Residential offering.

If your new to SmartrFit and want to learn more about how it can help you, or you’re are an existing user wanting to find out more about what new developments are on the horizon, then make sure you join our session, hosted by Jodie White and Shane Perry, SmartrFit product owners.
Recorded Jul 7 2021 51 mins
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Presented by
Hosts: Jodie White & Shane Perry, Mortgage Transformation Product Owners, Legal & General Mortgage Club
Presentation preview: SmartrFit Spotlight – What is it and what’s new?

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  • Virtual New Build Forum - November 2021 Nov 23 2021 10:00 am UTC 90 mins
    Danny Belton, Head of Lender Relationships, L&G Mortgage Club
    Register for the Mortgage Club's latest virtual new build forum.

    As the new face of New Build for the L&G Mortgage Club, host Danny Belton will provide an update on the market and how he will approach the Club's new build proposition going forward.

    The agenda is currently being finalised but we are pleased to announce the following 2 panellists:

    Andy Nelson, Head of Operational Policy, Homes England
    David O'Leary, Policy Director - Home Builders Federation
  • ID&V Spotlight – a new approach to ID processing Oct 26 2021 2:30 pm UTC 30 mins
    Danny Belton, Legal & General
    This session will focus upon My Identity.org, a new digital identity trust scheme for the home buying and selling process, designed by Etive. The scheme helps reduce the amount of identification required as part of the mortgage journey, speeds up the buying process, frees up valuable time for brokers, and ultimately improves the customer experience.

    Join our host Danny Belton, Head of Lender Relationships, as he questions Stuart Young, founder of Etive, on the scheme’s impact, progress and the opportunity it provides brokers to address ID processes through a different approach.
  • Generation Home: offering an innovative lending approach for first time buyers Oct 26 2021 11:15 am UTC 45 mins
    Danny Belton, L&G Mortgage Club and Will Rice, Generation Home
    Launched earlier this year, Generation Home are a new disruptive mortgage lender with a mission to improve access to homeownership for first time buyers. They operate on a new innovative concept of helping first time buyers apply for a mortgage with friends and family involved, who also have a stake in the property’s equity. Join Danny Belton, our Head of Lender Relationships, as he discusses this exciting new approach to high LTV lending with Will Rice, the founder and CEO of Generation Home.
  • Specialist becomes the new ‘Mainstream’ Oct 20 2021 10:00 am UTC 30 mins
    Mil Consiglio, Key Account Manager, Vida Homeloans
    Vida’s Key Account Manager, Mil Consiglio, will be discussing in more detail how Specialist is becoming the new mainstream when it comes to BTL, examining exactly how this part of the market is changing going forward in 2021 and into 2022. Mil will discuss the rise of the specialist BTL market, tenant demand, market resilience, upcoming reforms, SPVs and Limited Companies, HMOs and specialist properties and more, giving you the insight to be able to prepare for the new year and assist clients that may be looking for a BTL mortgage to suit their more complex requirements.
  • Driving the ‘Self Build’ Revolution Recorded: Oct 18 2021 41 mins
    Danny Belton, Head of Lender Relationships, Legal & General Mortgage Club
    Earlier this year, the government launched the Help to Build scheme to make self-build more accessible and affordable. The scheme is a £150 million government fund allowing for low-deposit mortgages through equity loans on self and custom build homes and aims to help people build or commission a house that meets their specific needs.

    Our panel, hosted by Danny Belton, Head of Lender Relationships, will discuss how the Help 2 Build scheme works and how it is impacting the wider new build market. This area of the market has seen considerable legislative change over the past few years, so the panel will examine how that change is progressing in practice. They will also look at the types of lender support available for the self-build and custom-build market, as well as identifying what opportunities are available from a broker perspective.

    Our panellists are:
    • Jasmine Smith, Business Development Manager, The Melton Building Society
    • Tom Molloy, National Account Manager, Mansfield Building Society
    • Stuart Bryce, National Relationship Manager, Buildstore
  • Self Employed – a focus on Real Life Recorded: Oct 14 2021 30 mins
    Steve Griffiths, Sales and Product Director and Louise Apollonio, National Account Manager.
    TML continue their talk series with a look at the self-employed market and the effects that Covid 19 has had. Join us as Steve Griffiths (Sales and Product Director) and Louise Apollonio (National Account manager) talk through their own self-employed research and learn how TML can help you place cases with Covid impacted accounts
  • Back to the Future: The Return of Speedy Bridging Recorded: Oct 6 2021 17 mins
    Steve Smith, National Sales Manager, Roma Finance
    The general finance market took a huge step back on speed as a result of Brexit and the pandemic. Bridging was always known for being the speedy finance, yet, it is now often taking twice as long as it was previously. The market is returning to normal, however, speed is still an issue. Roma Finance will look at why this is still occurring and how to influence and ultimately resolve it.
  • In conversation with Savills Recorded: Oct 1 2021 33 mins
    Danny Belton, Head of Lender Relationships, L&G Mortgage Club
    Join Danny Belton, our Head of Lender Relationships, as he discusses the state of the new build market from the estate agent perspective with Gaby Foord, Associate Director at Savills. They will discuss the emerging consumer trends, the impact of the various government schemes in operation, and what the future of the market looks like.
  • SmartrFit Update: Introducing our Buy-to-Let affordability & criteria calculator Recorded: Sep 30 2021 28 mins
    Sophie Holloman, Telephone Relationship Manager, L&G Mortgage Club
    To hear more about our brand-new Buy-to-Let affordability and criteria calculator, join us for our upcoming webinar where we'll share with you how:

    • We’ve worked with lenders to incorporate their criteria and affordability assessments for different types of landlords, to provide you with accurate results
    • The calculator works including our intuitive questionnaire, and provide a full demonstration
    • Using SmartrFit can help you not only quickly research how much your landlords can borrow but consider products too.
  • Hodge Products and the Underwrite Recorded: Sep 29 2021 28 mins
    James Enos - National Account Manager, Emma Graham - Director of Business Development and other members of the Hodge team
    Hodge’s Director of Business Development and National Account Manager will discuss Hodge’s current product offering with senior members of the underwriting team. The session will cover key features of the products, case processing, underwriting, document requirements and other hints and tips focused on supporting brokers when placing business with Hodge.
  • Technology vs. Human Touch Recorded: Sep 22 2021 1 min
    Rachael Hunnisett – National Accounts Lead & Derek Adams – National Accounts Lead
    Join Derek Adams & Rachael Hunnisett at Skipton Building Society for Intermediaries as they explore and discuss the balance between technology and the human touch. Derek and Rachael will share their different perspective on how technology is making things easier for you.
  • Current Trends and Considerations in BTL Recorded: Sep 15 2021 27 mins
    Wes Regis, Key Account Manager. Joined by Bob Young, Chief Executive Officer and Steve Cox, Chief Commercial Officer
    Fleet Mortgages will be discussing current trends and considerations in the BTL market, and also what the Starling Bank acquisition of Fleet Mortgages actually means to their broker partners and their clients.
  • Keeping pace with regulatory change: ensuring business resilience Recorded: Aug 26 2021 46 mins
    Host: Kevin Roberts - Director, L&G Mortgage Club
    Join Kevin Roberts, Director of L&G Mortgage Club, as he discusses the need for advisers to assess the key regulatory considerations to ensure they remain fit for purpose in a climate vastly reshaped by the pandemic. Our panel of guests cover regulatory change and the rising costs, the challenges with professional indemnity insurance, systems and processes, directly authorised versus appointed representative.

    Panelists:
    Robert Sinclair - Chief Executive, Association of Mortgage Intermediaries (AMI)
    Sharon Trinder - Compliance Director, Mortgage Advice Bureau
    Trevor Quinn-Thomas - Director, HQ Mortgage & Finance Ltd
    Paul Fenn - Director of Business Development, Skipton Building Society
  • What are consumers telling us? Recorded: Aug 24 2021 44 mins
    Host: Kevin Roberts - Director, Legal & General Mortgage Club
    Following on from our consumer insight session at the outset of the 1st lockdown, Kevin Roberts is joined by Charlotte May, Group Head of Customer Research at Legal & General and Richard Donnell, Research and Insight Director at Zoopla, to look at how consumer attitudes have shifted over a year into the pandemic, and what that broadly means for the business world. The panel is also joined by Ian Larkin, CEO at Trussle who offers his own consumer insight into the mortgage market and the current mind-set of both new and existing borrowers. The panel also explore what macro concerns are affecting consumer opinion, and how consumer finances are being impacted.

    Panelists:
    Charlotte May - Group Head of Customer Research, Legal & General
    Richard Donnell - Research and Insight Director, Zoopla
    Ian Larkin - CEO, Trussle
  • Is home ownership for single parent families out of reach? Recorded: Aug 20 2021 34 mins
    Host: Clare Beardmore - Head of Digital Transformation & Operations, Legal & General Mortgage Club
    There are 2.9 million single parent families in the UK representing nearly 15% of all families*

    Making sure children grow up in a secure home is an important consideration for any parent, but if you’re a single parent, parental responsibilities and relaying on one income/benefits, can often make either staying in your home after separation/divorce/bereavement or getting on the housing ladder out of reach.

    The objective of this webinar is raise awareness amongst our industry of this underserved customer group, looking at:
    • Dispelling some of the myths and stereotypes around single parent families
    • The challenges single parent families often face with getting a mortgage
    • Whether existing first-time buyer products consider or meet the needs of single parent families

    Finishing off with a discussion on what more could be done by our industry to help single parent families either remain as or become homeowners.

    *https://www.ons.gov.uk/peoplepopulationandcommunity/birthsdeathsandmarriages/families/bulletins/familiesandhouseholds/2019"

    Panelists:
    Marie Catch - Strategic Partnership Manager, Legal & General Home Finance
    Liz Syms, Chief Executive Officer, Connect Mortgages
    Rachel Geddes - Managing Director, Mortgage Advice Bureau
    Steve Hewitt - National Key Account Manager – Residential Mortgages, Aldermore Bank
  • Re-imagining how we can support vulnerable customers Recorded: Aug 19 2021 41 mins
    Host: Kirsty Button - Customer Experience & Insight Director, L&G Insurance
    Join Kirsty Button, Customer Experience & Insight Director for Legal & General Insurance, as she sets the scene for what the regulator is saying about vulnerable customers and what is expected of financial services in response. Kirsty showcases how Legal & General is implementing best practice to support vulnerable customers and to ensure we are doing our upmost to deliver our duty of care to them.

    Advisers should tune in to understand what constitutes a vulnerable customer and the types of support they may need from a business to help them make the appropriate decisions and actions regarding their finances. Advisers will be able to gain invaluable insight to help them assess their own business practices and how they can evolve to ensure they offer as much support as possible to their own vulnerable customers.

    Featuring:
    Jodie White - Mortgage Transformation Product Owner, L&G Mortgage Club
  • How adopting tech can help you outperform your major competitors Recorded: Aug 18 2021 37 mins
    Sophie Holloman, L&G Mortgage Club & Stephen Nobes, Smartr365
    Are you frustrated with having to compete with your competitors’ bigger budgets and their domination when it comes to all things marketing and digital?

    Our latest webinar with Smartr365 discusses how Directly Authorised Advisers (DA’s) can gain competitive advantage over their larger competitors using affordable tech solutions.

    Join Sophie Holloman of Legal and General Mortgage Club and Steve Nobes from Smartr365, as they discuss:
    • Industry and consumer changes in the wake of Covid
    • How DA’s can make themselves stand out from the crowd
    • The benefits of using technology, particularly when it comes to pre-qualification
    • Myths and misconceptions of adopting technology
  • Holiday Buy To Let’s from The Melton Recorded: Jul 28 2021 22 mins
    Jasmine Smith, Business Development Manager
    This webinar will focus on the Holiday BTL Market, why the demand has increased significantly, the difference between Holiday BTL’s & Holiday Homes and The Melton’s Holiday BTL niches and criteria.
  • Understanding misconceptions of adverse credit & the opportunities for advisers Recorded: Jul 21 2021 23 mins
    Caroline Mirakian, Head of National Accounts
    Pepper Money recently launched the fourth edition of their Adverse Credit Study, which shares key insights into the current state of the nation and the scale of the customer knowledge gap. Over the last 18 months, Specialist mortgages have become increasingly important, and Caroline Mirakian will share the areas of specialist mortgage opportunity for advisers in the next 12 months.
  • Supporting Vulnerability Throughout the Mortgage Journey Recorded: Jul 14 2021 30 mins
    James Enos – National Account Manager, Emma Graham - Director of Business Development and Hodge Compliance
    The webinar focuses on how Hodge Bank looks to support vulnerability throughout the mortgage journey. Assisting brokers and Hodge employees to identify vulnerability and what best practices should be taken when supporting potentially vulnerable clients.
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  • Title: SmartrFit Spotlight – What is it and what’s new?
  • Live at: Jul 7 2021 10:30 am
  • Presented by: Hosts: Jodie White & Shane Perry, Mortgage Transformation Product Owners, Legal & General Mortgage Club
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