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Latest from the Adviser forums

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Today, 9.21 pm I’ve used CB and AB for a while, find them OK. I’ve trailed MB CRM this week and IMO think it’s awful for a new system.  I won’t be using it. Nothing flows, you can’t add a client quickly when a live lead comes in, there is no obvious navigation. Just my opinion b...
Today, 4.52 pm According to google prison terms for various financial crimes. Money laundering: Up to 14 years Fraud: Up to 10 years Bribery: Up to 10 years Tax evasion and insider trading: Up to 7 years Your guy must have been done for GBH On a bright note  as long as he...
Today, 4.38 pm I won't be using the new MB system as a CRM, just like I don't use Toolbox as a CRM (I have my own system in place which has served me well with network changes/networks changing systems over the years). I used to use Trigold, but moved over to Twenty7Tec when Tenet moved to Primis, I'l...
Today, 4.37 pm More than a score of lenders do this. It's not difficult if the affordability is there and the property is not near where he lives or works.  If the the property is close to his work or residence or the affordability is tight lenders might treat it as a back door resi. 
Today, 4.16 pm We have MB linked in with our Networks CRM Putting it politely MB is pretty useless!  Sourcing is inaccurate at the best of times and I will always double check with a backup system before presenting to a client. I have pointed this out on several occasions to the network...
Today, 2.50 pm Ive just gone over and had the same concern so have kept trigold but I am trying sourcing with both initially - it doesnt seem to bad at the moment apart from having to put in too much info initially
Today, 2.49 pm Thanks for the replies Yes I had suggested a PT and then apply for IO under the Mortgage charter - may be the best bet.  I will have a look at Family as suggested. Nationwide - good shout - my mistake, when I looked at their figures more closely the equity is a bit under £200k, and that...
Today, 1.25 pm I have done a few, my only caveat is they don't pay the fee until the mortgage offer is issued on them.
Today, 1.00 pm Same here - i personally feel MMA is one of the biggest cons out there and most clients walk away once they realise the costs involved (and the risk of non refundable fees etc) Interestingly all of these properties local to me seem to be with Connells as well, any similar patterns out there in othe...
Today, 12.26 pm I think as an industry it's never been good when it comes to mental health.  I took a big break to look after both my grandparents who were sick until they died and also had a health issue of my own.  I came back into the industry almost 5 years ago and the stress hasn't lessened i...

Latest from the Provider/Adviser forums

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Today, 11.44 am Good Luck to them !! hopefully it pays off from them by advertising in the Library đź¤Ł 
Today, 11.16 am Swansea Building Society will once again feature on the back of all Swansea City AFC shirts during the 2026/27 season, as the long-standing partnership between two of Swansea’s best-known organisations enters its eighth consecutive year. The Society’s logo will appear on the back of all ...
Today, 10.26 am Paragon Bank has reduced rates by 15 basis points across a selection of five-year fixed-rate buy-to-let mortgages for landlords purchasing or remortgaging single self-contained properties (SSCs), houses in multiple occupation (HMOs) and multi-unit blocks (MUBs). The refreshed range includes product...
Today, 10.24 am Melanie Spencer, growth director at Target Group, said: “Much like approvals data earlier in the week, June’s transaction data shows there is underlying activity making its way through the market, despite clear headwinds and ongoing economic uncertainty. While month-on-month growth is r...
Today, 9.45 am Richard Pike, sales and marketing director at Phoebus Software: "A modest uptick in June's transactions fits with the wider picture we're seeing elsewhere - inflation has cooled more than expected, mortgage approvals ticked up slightly in June's money and credit data, and the year-on-year compariso...
Today, 9.40 am Richard Sexton, managing director at LGSS, said: "A rising tide does not lift all boats equally. In the housing market, stronger transaction numbers are welcome, but the real test is whether confidence is being matched by sound decision-making. "The latest HMRC property transaction figures suggest...
Today, 9.10 am [Note: financial results quoted are for the half-year to 30 June 2026 (and equivalent period in 2025, unless stated as Year End)] Savers earned £10.5m more interest than the market average between January and April 2026 through rates that were on average 0.55% higher than the market average...
Today, 7.30 am Andrew Gething, managing director of MorganAsh, said: “The third anniversary of Consumer Duty marks the next phase of maturity as expectations sharpen and focus shifts from implementation into action and outcomes. Over the past year, significant milestones have demonstrated this shift, from t...
Yesterday, 7.09 pm The partnership provides long-term funding to support 9Y Capital's continued growth in the UK bridging finance market. 30 July 2026 Fully licenced digital bank Kroo has entered a forward flow funding arrangement with specialist lender 9Y Capital (“9Y”) to support bridging and refurbish...
Yesterday, 7.04 pm The Bank of England’s Monetary Policy Committee has decided to keep Bank Rate at 3.75%. Buster Tolfree, Managing Director – Mortgages, BTL and Bridging – United Trust Bank comments: "Holding Bank Rate at its current level is the right decision given the level of uncertainty facin...

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31/07/2026 Swansea Building Society and Swansea City AFC partnership enters eighth season
31/07/2026 Paragon Bank reduces buy-to-let mortgage rates by 15bps across selected five-year fixed products
31/07/2026 Target Group comments on HMRC property transactions
31/07/2026 Phoebus reaction to HMRC property transactions
31/07/2026 Legal & General Surveying Services comments on HMRC's Property Transaction data
31/07/2026 Newcastle Building Society announces resilient half year performance and continued delivery of member value
31/07/2026 MorganAsh comments on Consumer Duty third anniversary
30/07/2026 Kroo Bank and 9Y Capital partner on forward flow arrangement
30/07/2026 “For borrowers, stability is valuable in itself.” UTB’s Buster Tolfree Comments on The MPC’s Decision to Hold Bank Rate
30/07/2026 Frances Haque, Chief Economist at Santander UK responds to the Bank of England's base rate announcement

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