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Latest from the Adviser forums

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Today, 8.56 pm The criteria guide on their website ain’t the best but I find they pick up their phones very quickly if you have a policy query. Live chat is very good as well.  They have been consistently good for a while now. Submitted a case on Tuesday, offered within the hour. Admittedly it was a lo...
Today, 7.30 pm Do you live in some paragon of virtue world where you genuinely believe that protection is not sales? It's the very definition of sales. Nobody beats a path to your door for income protection or decreasing term cover.  Nobody wants any of it until you SELL it to them Client gets protected...
Today, 5.37 pm Listening to Terry on some podcasts makes me feel he is purely a sales person, driven by money and not and never has or will be a genuine adviser with the clients best interest at heart.  And like many that do this, they hide behind the old 'protecting clients is such a good thing'.&nb...
Today, 5.21 pm Have you tried Darlington? 
Today, 4.36 pm What's the consensus on Trackers?? 2-yr Tracker 4.01% vs 2-yr Fix 4.84%. The tracker appeals, especially with Barclays as they allow you to move to a fixed during the tracker term.
Today, 1.33 pm New build house, completed by SPV company (only got letting permission now), so not a trading company or doing any future developments Looking to raise finance but the Director isn't a homeowner, which is causing me issuing finding a lender Any ideas?
Today, 12.32 pm Same, submitted on Friday, offered on Tuesday. Was a bit surprised. Because of their new system?
Today, 12.28 pm Natwest?
Today, 12.09 pm TSB could be an option for this
Today, 12.06 pm I think Rely might be able to look at this.

Latest from the Provider/Adviser forums

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Today, 6.29 pm I agree about the tech savvy. Most systems are built by people who have never worked in the industry and that will never work. Our system has been built with a different background, which I do believe is why our system works better. If you do have any feedback about the systems you have used, pleas...
Today, 6.23 pm The feedback you have provided is really useful, and I do appreciate it. We do have a good number of firms already on our system already, which is going really well. Our system goes above and beyond your typical platform. We have built in AI assistants to set tasks, respond to emails, chase clients...
Today, 6.10 pm I built my own and I'm not techy at all. I wouldn't buy a ready built system, find them awful to be honest.  It's impossible to build a system that works for everybody, because we all work so differently and want different things.  A reconfigurable system can be just as diffi...
Today, 5.51 pm I have just had my own system built for me. A few things I wanted: Simplicity - I can enter a client and mortgage in 15 minutes. I looked at loads of systems. This is one job we have to do but earns us no money, it should be quick.  On the back of entering a clients name/email address/fee - ...
Today, 12.27 pm Afternoon, I hope you are all well. We have recently built a CRM system that will change how advisers will work now and in the future. We are looking to find out from advisers what system they currently use, and what they wished it would include, as we want our system to work for the adviser, as w...
Today, 10.16 am Vernon Building Society has appointed Damien Sabbaghe as Intermediary Business Development Manager, strengthening its intermediary mortgage proposition for brokers across England and Wales. Damien joins the Greater Manchester-based mutual as the new 'in-the-field' BDM with a remit to grow its natio...
Today, 9.27 am The Right Mortgage & Protection Network (TRM) has today (2nd April 2026) announced the appointment of Gemma Penkethman as PMI Supervision & Development Manager, further strengthening its specialist PMI & Healthcare division as the network continues to expand its presence in the PMI marke...
Today, 9.25 am Rental yields across England and Wales rose across all regions of England & Wales on an annual basis, according to buy-to-let specialist lender, Fleet Mortgages’ latest Buy-to-Let Rental Barometer for Q1 2026. The Fleet Mortgages Quarterly Rental Barometer provides a regional snapshot of ...
Today, 9.22 am United Trust Bank (UTB) Mortgages has continued to reveal enhancements to its residential mortgage and second charge loan criteria with increased flexibility on benefits income for affordability, more relaxed requirements for later life lending and enhanced AVM rules for second charge loan applicati...
Today, 9.20 am Lifetime mortgage lender Pure retirement has further underlined its commitment to supporting advisers in expanding the later life lending market through the development of white label introducer-facing resources, available for free to registered advisers as part of its Marketing Toolkit and able to ...

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