Search the forums and feedback
Make cherry your home page
You are here: cherry

Latest from the Adviser forums

Create a new topic
Today, 12.45 pm Perhaps I'm a little old fashioned, but I don't use a CRM for anything other than network business recording and do not rely on any remote databases.My own systems and processes work well for me as a one-man firm, and have remained unaffected (up to now) by any network changesI previously co...
Today, 12.23 pm Great thread.  TH84 - which tier do you use for Zoho? Are you a one person firm? I'm looking into ways to securely share files now I'm DA and I want something as simple and basic as possible for clients. Tech wise for me - M4 Mac mini, though any mac really. Mac OS is a delight to use...
Today, 12.12 pm To clarify, you don't have to pay for Claude ongoing if you're creating a fact find or CRM. Once it's created you're done and free Claude will likely be sufficient to make any future tweaks. I'm nearly finished building a comprehensive fact find filling in all the shortfalls of ...
Today, 11.59 am There could be many reasons for this. It could be a brand new company for example with no trading history or accounts.  I would just ask the question directly ie 'Hi Mrs. Client, I noticed that you have paid me from a business account can you tell me a little more?' That is not tipping ...
Today, 11.55 am UTB have been decent this year on 2nd charge loans 
Today, 11.55 am Newcastle have no max age
Today, 11.49 am This. Earned income to age 80.
Today, 11.46 am £25 P/M for Claude. I have also created my own standalone Factfinds in Claude. Easy ...just learn to provide it with the right instructions (prompts ), and it will do the rest
Today, 11.44 am Second that!
Today, 11.34 am Are you DA or AR/RI?Do you have an MLRO?If you have an MLRO you should send this up to them if you are an AR or RI you need to report up the line. I would be very careful about concluding that a SAR isn't necessary simply because you're not arranging a mortgage or because you don't consider it a si...

Latest from the Provider/Adviser forums

Create a new topic
Today, 12.08 pm Fintel’s Plannr and Mortgage Brain selected as core technology partners by The Openwork Partnership Fintel (AIM: FNTL), a leading provider of technology, data and business support services to the UK retail financial services sector, today announces that Plannr, the core of Fintel’s Unit...
Today, 11.58 am MERA has provided a £2.6m bridging loan for the acquisition of a vacant office building in Reigate, Surrey, and intends to fund the conversion works once the scheme’s planning is finalised. The building already has consent for 37 flats, with an increase to 50 homes expected within weeks....
Today, 11.55 am Retirees are dipping into pensions and savings to support children and grandchildren, with one in three worried about being left financially vulnerable.* Key findings: 84% of retirees have financially supported an adult child or grandchild in the last 12 months 35% provide financial support reg...
Today, 9.58 am Adviser IQ adds an intranet to its CRM so mortgage and protection firms can run the business in one place UK mortgage and protection CRM provider Adviser IQ has added an intranet section to its platform. Advisory firms can now manage their people, knowledge and internal communication alongside thei...
Today, 9.31 am Roma Finance is expanding its long-term buy-to-bet proposition, introducing new fixed-rate products alongside its existing five-year variable offering. The development strengthens the specialist lender’s longer-term lending capability, giving brokers and borrowers more choice when arranging pr...
Today, 9.29 am The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (4th November 2026) announced the theme, date and venue for its 2027 Annual Conference and Charity Dinner. Taking place on the 3rd February at the Hilton Metropole hotel in Birmingham, next y...
Today, 9.28 am Buy-to-let lender, Landbay, has today (4th November 2026) announced the expansion of its lending proposition in Scotland with the launch of 12 new products from its Core range, offering solutions for portfolio landlords. The 12 new products include two- and five-year fixed-rate options, available u...
Today, 9.26 am S&U PLC, parent company of Aspen, has secured £900m in funding. This comprises of £650m of new debt facilities, provided by two Tier 1 UK financial institutions, together with £250m in Group equity. The facilities give Aspen significant financial firepower to pursue new lending...
Today, 9.24 am 4 November 2026: Mortgage Brain, the award-winning technology creator for the mortgage industry, has been selected by The Openwork Partnership (“Openwork”) as part of its new adviser technology suite. Openwork and 2plan’s mortgage advisers will use Sourcing Brain, Criteria Brain, A...
Today, 9.21 am Phoenix Money Group Ltd has joined the Bridging & Development Lenders Association (BDLA) as a Lender Member. Trading as Phoenix Money, the privately funded lender provides short-term property finance to investors, developers and individuals across the UK. It offers bridging loans from £50...

View all newsletters Subscribe Latest newsletters

04/11/2026 Benefit fraud? | Second charges? | AI fact find | BrokerSync | Scam email
03/11/2026 What's your mortgage business really worth?
02/11/2026 Teaching to mortgages? | 24 leads... | Complaint | TRM & MAB | Mtg Wallet
30/10/2026 £20 leads? | File checks | MAB or TRM? | Are we to blame? | SimplyBiz
28/10/2026 L&G Life/CIC | CRM help! | Bare Trust | Stage payments | Gen H
26/10/2026 New CRM? | RegData | Am I too picky? | Equity Release | Fintel & MBrain
23/10/2026 Protection referrals? | Stonebridge | Mettle | Coventry criteria? | Leeds
22/10/2026 JBSP with Vida
21/10/2026 Toolbox | 2 fact-finds | Lender 25 days behind? | Network move | Banking
20/10/2026 Learn how to build a £1m mortgage business

View all press releases Latest press releases

04/11/2026 Fintel wins Enterprise contract with industry giant, The Openwork Partnership
04/11/2026 MERA lends £2.6m for acquisition of Reigate office ahead of £10m GDV conversion
04/11/2026 Marsden Building Society reveals hidden costs of retirement
04/11/2026 Adviser IQ Launches Intranet
04/11/2026 ROMA FINANCE EXPANDS LONG-TERM BUY-TO-LET PROPOSITION WITH NEW TWO-YEAR FIXED-RATE RANGE
04/11/2026 Conveyancing Association announce theme and date for 2027 Annual Conference & Charity Dinner
04/11/2026 Landbay announces Scottish expansion with launch of Core range
04/11/2026 Aspen parent S&U PLC secures £900m in funding firepower
04/11/2026 The Openwork Partnership chooses Mortgage Brain’s research and submissions tools for its new best-of-breed adviser technology suite
04/11/2026 Phoenix Money joins the BDLA

...

Copyright © cherry™ 2004 – 2026. All rights reserved.

Advertise with cherry - Contact Us - Privacy Policy / Terms and Conditions

cherry™ / cherryFind™ are trading names of cherry™ Registered Office: The Stables, Little Coldharbour Farm, Tong Lane, Lamberhurst, Tunbridge Wells, Kent TN3 8AD Registered in England and Wales. Company Registration Number: 05624666 VAT Number: 874593966

Please note that cherry™ never recommends the products or services of other companies