Name: Mortgage Tech Update - What’s new with Smartr365?
Start: 2023-09-22T10:00:00Z
End: 2023-09-22T10:00:36.000Z
Location: BrightTALK
Rating: 5

Your one-stop shop for all our lender webcasts, roundtables and educational videos. Also sign up for live webinars and search our archive of videos including footage of Mortgage Club events.

Our June coffee morning will be focused upon wills & trusts, and for this session, our usual host Sophie Holloman, will be joined by James Peacock, Head of National Accounts & Partnerships at Kinherit.

Kinherit are one of L&G Mortgage Club’s specialist partners for Wills & Trusts through its Referral Pro scheme, which helps brokers earn commission for referring clients to trusted partners to handle specific client needs. It also supports brokers in their delivery of Consumer Duty regulations by helping clients reach their financial goals. 

Sophie and James will discuss what wills and trusts are and their importance to mortgage clients (particularly important if you live with someone with whom you are not married to), how Kinherit can support clients to make a will or a trust, and most importantly, how you as a mortgage adviser, can earn commission for referring clients who need a will to trust to protect their circumstances. 

So if you want to understand more about our Referral Pro Scheme, and how it works through the example of wills & trusts, this webinar is not to be missed.

Wills & Trusts Spotlight - Earn Commission for Referrals

Our May coffee morning will be focused on bridging, and for this session, our usual host Sophie Holloman, will be joined by David Coleman, Head of Sales at Positive Lending.

Bridging loans are often used by clients who want to buy a new home before selling their current one, and so they take out short-term loan used to help ‘bridge the gap’. 

Positive Lending are one of L&G Mortgage Club’s specialist partners for Bridging through its Referral Pro scheme, which helps brokers earn commission for referring clients to trusted partners to handle specific client needs. It also supports brokers in their delivery of Consumer Duty regulations by helping clients reach their financial goals. 

Sophie and David will discuss how bridging works, the types of scenarios in which it can help your clients, the importance of speed in the process, and most importantly, how you as a mortgage adviser, can earn commission for referring clients who need a bridging loan to achieve their goals. 

So if you want to understand more about our Referral Pro Scheme, and how it works through the example of bridging, this webinar is not to be missed.

Bridging Spotlight - Earn Commission for Referrals

We'll be joined by our Referral partner, LifeSearch.
Find out about the latest protection opportunities which could help grow your business.

Protection opportunities

We'll be joined by our Referral partner, Payment Shield. 
Find out about the latest GI opportunities which could help grow your business.

GI opportunities

We'll be joined by our Referral partner, Movin Legal.
Find out about the latest regulated conveyancing opportunities which could help grow your business.

Conveyancing opportunities

We'll be joined by our Referral partner, Kinherit.
Find out about the latest Wills and Trusts opportunities which could help grow your business.

Wills & Trusts opportunities

We’ll be discussing the recent and current challenges faced by landlords, banks and brokers and debunking some of the negative headlines. We’ll then move onto what Paragon have been working on behind the scenes.

Future of a nation: An exploration into the private rental sector

We'll be joined by our Referral partner, Complete.
Find out about the latest non-regulated bridging opportunities which could help grow your business.

Non-Regulated bridging opportunities

We'll be joined by our Referral partner, Positive Lending.
Find out about the latest regulated bridging opportunities which could help grow your business.

Regulated bridging opportunities

We'll be joined by our Referral partner, Fiducia.
Find out about the latest commercial finance and commercial mortgages opportunities which could help grow your business.

Commercial finance and commercial mortgages opportunities

We'll be joined by our Referral partner, Fluent Money.
Find out about the latest second charge opportunities which could help grow your business.

Second charge opportunities

The importance of specialist lenders in the UK property market in overcoming market complexities
Gazumping has always played its part in the UK property market, but the imbalance between supply and demand seems to have pushed buyers to utilise this tactics.
What effect has this increase held over property investors, and how can specialist finance be used to protect themselves, and their investment? Join Liza Campion online, to find out.

Gazumped Britain

Join Chris Thompson, Head of Sales at Market Harborough Building Society, as he takes stock of the let market and the challenges facing investors. There are still reasons to be positive! Chris talks about maximising the opportunities, including:
- Supporting affordability and mortgage prisoners 
- Capital raising
- How specialist let solutions can crack complex cases – from quirky properties to non-standard income, and much more!

Maximising let market opportunities

Our April coffee morning will be focused upon conveyancing, and for this session, our usual host Sophie Holloman, will be joined by Emma Hall, Key Relationship Director at Movin Legal.

Conveyancing is a key stage within the house buying process, and its important that brokers efficiently partner with a solicitor or conveyancer to handle to the legal aspects of property purchases, to ensure a smooth journey for their clients. 

Movin Legal are one of L&G Mortgage Club’s conveyancing partners through its Referral Pro scheme, which helps brokers earn commission for referring clients to trusted partners to handle specific client needs. It also supports brokers in their delivery of Consumer Duty regulations by helping clients reach their financial goals. 

Sophie and Emma will discuss how easy it is for brokers to refer their clients to our conveyancing panel and what the average commission rate is that can be earned. They will also look at what Movin Legal do and how they differentiate from other conveyancing firms. 

So if you want to understand more about our Referral Pro Scheme, and how it works through the example of conveyancing, this webinar not to be missed.

Earn Commission for Referrals to our Conveyancing Panel

Join us for an insightful webinar as we explore the intricacies of mortgage solutions and unveil strategies to simplify complexities in the lending process. Discover how here at the Harpenden Building Society's we provide a tailored approach that can empower you to navigate non-standard circumstances with confidence, ensuring optimal outcomes for your clients.

Tailor-made Mortgages: Simplifying Complexities with Harpenden Building Society

Join lifetime mortgage specialists, Pure Retirement, to understand what a typical lifetime mortgage customer looks like. Discover customer trends and behaviours, plus tips and support to reach new and retain existing customers.

Understanding Lifetime Mortgage Customers and How To Reach Them

Join LendInvest Mortgages in the discussion of mortgage technology. Discover why it is crucial to the mortgage application process, and how tech could change your mortgage broker journey for the better. Find out how technology is revolutionising the mortgage industry.

How can tech help you and your customers on the mortgage journey?

Join us for an insightful webinar on the evolving landscape of buy-to-let investments. 

Explore anticipated shifts in landlord behaviour following recent amendments to the Rental Reform Act and new HMO rules under Article 4. Our experts will provide practical insights for adapting strategies amidst regulatory changes. 

Discover how Molo's innovative solutions support landlords in thriving in this dynamic environment. Stay ahead of the curve in the buy-to-let market. Register now.

Navigating potential changes in Landlord Behaviours

10 steps to get the most of your Mortgage Club Membership

Support for Difficult Cases

How to implement tech in your business

Countdown to Consumer Duty

Let’s Talk Service Levels - with Barclays

2022 into 2023 – looking back so we can look forward

2023 Coffee Mornings

As an adviser, are you looking for more tech to help support and streamline your operations?

If so, then join Sophie Holloman, Key Relationship Manager at Legal & General Mortgage Club for our next tech-focused coffee morning. Sophie will be joined by Thora Kehoe, Chief Product Officer at Smartr365 to discuss what they are currently building and what’s in their future pipeline. 

Smartr365 are an end-to-end mortgage and protection platform connecting advisors, estate agents and home buyers. Their mortgage broker CRM system helps advisers save time, reduce paperwork and consolidate applications into a single, easy to use software platform for mortgage brokers.

Mortgage Tech Update - What’s new with Smartr365?

mortgage

mortgage tech

mortgage technology

mortgage CRM

mortgage platform

mortgage adviser

mortgage market

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Internal audit and compliance professionals are facing increasingly stringent regulatory requirements when it comes to compliance reporting and internal control procedures. Join the audit and compliance community to learn best practices from thought leaders on topics such as regulatory compliance, internal audit checklists and audit program strategies.

Audit and Compliance

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Mortgage Tech Update - What’s new with Smartr365?

Presented by

About this talk

More from this channel