Enhancing Success Throughout the Mortgage Journey

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Presented by

Abbey Marney, Account Relationship Manager at L&G

About this talk

Boosting Income and Building Stronger Client Relationships Join us for an insightful roundtable webinar designed exclusively for mortgage brokers. Our mission is to empower you with the knowledge and tools needed to support your clients at every step of the mortgage journey, ultimately boosting your income and enhancing your professional relationships. We’ll be joined by: • Emma Hall from Movin Legal • Craig Kerrigan from Paymentshield • Michelle Fell from Lifesearch • David Coleman from Positive Lending In this comprehensive session, industry experts from Conveyancing, General Insurance, Life Insurance, and Specialist Lending will share their expertise on how you can refer clients to trusted professionals in areas outside your expertise. This collaboration not only ensures your clients receive top-notch service but also provides you with additional streams of income. Key Takeaways: • Understanding the comprehensive mortgage journey and identifying key referral opportunities • Insights into conveyancing: How to seamlessly integrate legal support into your process • Maximizing benefits from general insurance products for your clients • Incorporating life insurance as a value-added service • Leveraging specialist lending solutions for unique client needs Don't miss this opportunity to enhance your knowledge, expand your service offerings, and grow your income. Register today and take the first step towards becoming a more versatile and successful mortgage broker.
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