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Latest from the Adviser forums

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Yesterday, 5.31 pm Did similar with HSBC, no issues, sailed through. 
Yesterday, 4.42 pm Had a few clients gone direct via app etc, but normally no issues with clients letting brokers do the PT , becuase what the lenders will not do is advise the client when they reduce rates , which of course we monitor up until completion for the clients , and at times do charge a £100 - £...
Yesterday, 2.34 pm I'm starting to get flashbacks of Inteliflo with this new CRM System - just awful and not fit for purpose - ring any bells to any ex Tenet members on here? Senior management pushing ahead regardless of the members disatisfaction with it - you will use it, it will work..... ooops......where's...
Yesterday, 2.09 pm I did a similar case with NatWest a while ago. Normal rates.  Worth asking. I'm assuming they plan to live in it on their return.
Yesterday, 1.59 pm I have a client who works for BT but is currently on secondment in Germany until November 2027. He is paid in Sterling. He has sold his property and found a new property to buy which wont be available until March/ April 2027 - so if he completes before, he will leave the property empty, but he is h...
Yesterday, 12.07 pm How will the PI work? Will you require your own policy? 40% for most of the work and all of the risk sounds pretty terrible to me!
Yesterday, 12.06 pm No idea re min biz tbh, sorry to the other question - we're in the bracket between £250K - £500K. Closer to the top end of that, but my understanding is that the 6.64% kicks in at £250K
Yesterday, 12.05 pm The question is - how good is it and what securty checks does it do on documents????    But the Data is outside the UK....   And we don't do 4 easy cases per month (at the moment).   So the good news is - not for me at the moment.
Yesterday, 11.46 am TSB also will lend on pupillage and then consider self employed afterwards. Did one with them end of last year, was very easy
Yesterday, 11.41 am Definitely not the time for signing up to Primis. Following 11 years with them I finally made the decision to leave when we were told there were no options with moving CRM again (already did the Horizon Toolbox migration) The other issues I had, I could put up with but that was the final straw.&nbs...

Latest from the Provider/Adviser forums

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Yesterday, 4.10 pm Based on adviser feedback, we have now built the facility for the CRM, client portal & communications to be white label, which adds another extension to your branding. We have included this at no additional cost, so once you are registered on our platform, you can make those changes immediately...
Yesterday, 12.42 pm Let's do it! Book some time in and I'll show you the system and then set you up on the live system for a trial and you can give it a bash! https://scheduler.zoom.us/adviseriq/60-minutes-with-adviser-iq    
Yesterday, 12.40 pm With provider data- it should be visible at all times ot just case specific- almost like an online filofax! Happy to jump on a call for you to demo and for me to break your system! I have trialled more than you can count and can show how simplistic it needs to be too!
Yesterday, 12.39 pm What is your CRM? It sounds interesting
Yesterday, 12.36 pm Adviser IQ :) 
Yesterday, 12.35 pm I'm intrigued- can you share any info so I can take a look?
Yesterday, 12.28 pm Thank you! We have built a very strong case manager system, so a case manager could do all work in one screen without flicking through multiple screens to manage their load. You can also click solicitors, estate agents & lenders to a case for automatic chasers to be sent to them. We import you...
Yesterday, 12.23 pm Having a tailorable provider directory where you can click on a lender/lawyer/valuer/agent from your contacts and see contact info and also be able to add details such as lender account details for client overpayments. Robust diary system which you can overview as a daily/weekly not just in a daily...
Yesterday, 12.22 pm 100% We have built communications into the system, so your emails are connected, any emails sent to a specific client are linked to that client record and any emails received do the same. You can also link lender, solicitor, insurer or any other third party email to that record, so all corresponden...
Yesterday, 12.16 pm How much do they charge? Can't see it on the website. 

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