Name: Wills & Trusts opportunities
Start: 2024-05-16T10:00:00Z
End: 2024-05-16T10:00:25.000Z
Location: BrightTALK
Rating: 5

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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

The traditional approach to lending, reliant on credit scores, falls short when assessing borrowers with complex incomes. Many lenders still prioritise credit scores as the ultimate metric, overlooking crucial aspects of a borrower's financial situation. Join Sarah Rose from Dudley Building Society to see how by delving deeper into a borrower's financial landscape, lenders can paint a fuller picture of their ability to repay, thereby offering more accurate and fair assessments.

Complex Lending

Join us for an insightful webinar from Mark Rookyard at the award-winning BTL lender, Zephyr Homeloans. During the 30-minute session, Mark will provide an update on the current situation in the BTL market and share some opportunities which are available to professional landlords. And, of course, you will hear a bit more about Zephyr and how they can help you and your landlord clients with their specialist products and criteria. If you advise on BTL cases, this is a webinar not to be missed! Register now.

Professional landlord BTL opportunities

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 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

Grow your specialist lending knowledge and find new income 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

mortgages

Wills & Trusts

Mortgage Advisers

Mortgage Brokers

Specialist Lending

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UK Financial Advisers

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Wills & Trusts opportunities

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