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Latest from the Adviser forums
Create a new topic
Date
Post
Yesterday, 5.57 pm
I'm def spending at least twice as much time on paperwork, linking docs etc. Suitability report not as good as the Toolbox one. I do like the facility to pull credit reports though, its a nice touch. Hoping things will speed up the more i get used to it.
Yesterday, 5.52 pm
Ahhh the communites
Yesterday, 5.48 pm
https://www.mylondon.news/news/zone-1-news/fraudster-who-illegally-sublet-pimlico-34528956?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwY2xjawT-mPtwZG9mBWV4dG4DYWVtAjEwAHNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR6ox9q_t5M3io-LNM0fSdziGMtWeaPxMb8c7Y6G8D_s6TdQPiZr-BnEFt0f...
Yesterday, 5.44 pm
I used to download and save a factfind into our client files for storage and there’s no facility to download. I’m hoping with time it will all become more more transparent but at the moment everything seems very long winded and multiply places to add documents.
Yesterday, 4.53 pm
Depends on your annual commissions so you would start at 15% deduction from any proc fees or commissions, they do not take any from your broker fee, once you hit a certain level then this drops to 10%. However, they do not charge any network fees monthly, apart from just the software fee for IRESS w...
Yesterday, 4.51 pm
The most frustrating thing I find - apart from the duplication and horrible design of the system is the Suitability Letter Editing. The systems jumps about all over the place when you try and edit an SL - it is MEGA frustrating...
Yesterday, 4.48 pm
Some of the features are helpful, Experian, EPC Register. I think if you fed back to PRIMIS about the fact find they would be able to easily fix that issue. I commented ten days ago on the subject, and I hate to say, I'm no happier with the system today than what I was then. It's so slow. It...
Yesterday, 4.47 pm
As bad as the system is, it's your network that wants shooting for making you use it. This is why networks are so dangerous to your business, they have as much control over what you do as you do. It is just so wrong. And however good a network is today, they are only one system change ...
Yesterday, 4.33 pm
I'd like to say it gets better as you get used the the system. But sadly not. We've been using it for 6 months. Everything takes and age to complete and data is impossible to access without multiple clicks. Whilst Toolbox had it's faults at least it was possible to produce a pdf Fact Fi...
Yesterday, 4.24 pm
It's bloody awful, a big backward step from toolbox
Latest from the Provider/Adviser forums
Create a new topic
Date
Post
Yesterday, 1.25 pm
We have been made aware of an error on the previous rate change summary that was shared earlier today. While many of our rates are decreasing, a small number of residential tracker rates for remortgage and international customers are increasing. Please click here to view the corrected summary of up...
Yesterday, 1.22 pm
Richard Sexton, commercial director at HouzeCheck, commenting on HMRC’s latest Property Transactions data, said: “The latest figures are a reminder that the housing market is still moving cautiously. But relatively modest changes in transaction volumes should not be mistaken for lower e...
Yesterday, 10.35 am
With effect from Tuesday 1st September, we’ll be making a number of decreases across our residential mortgage rates. Please note, if an application is no longer proceeding, you can use the ‘Cancel’ button on your broker dashboard to cancel the case. Click here to view the upcomin...
Yesterday, 9.55 am
Colin Bradshaw, CEO at TwentyCi has provided the below comment: The fall in seasonally-adjusted property transactions in July highlights the more cautious environment facing the housing market. However, despite the latest HMRC figures, TwentyCi remains positive about the underlying market and has r...
Yesterday, 9.54 am
Melanie Spencer, growth director at Target Group, said: “While up on a non-seasonally adjusted basis, today’s dip shows just how sensitive the market remains to pressure, particularly with plenty of external noise and disruption in the wider economy. While there will be those undeterred...
Yesterday, 9.52 am
Richard Pike, sales and marketing director at Phoebus Software: “A fall in transaction numbers underlines just how cautious the housing market has remained through the spring and early summer. “But these figures need to be treated in context. Transactions are a lagging indicator, large...
Yesterday, 9.50 am
Maria Harris, chair of the Open Property Data Association: “A fall in July’s property transactions is another reminder the housing market remains vulnerable to uncertainty, but it should also reinforce the need to address the structural problems that make moving home unnecessarily diffi...
Yesterday, 7.00 am
Access Financial Services (Access FS) has set out a five-year growth strategy focused on expanding its adviser community, developing new talent, creating more business opportunities for advisers and investing further in technology and data. Founder and chief executive Karl Wilkinson outlined the st...
Thursday, 3.42 pm
When Chris Arnold from Penguin Wealth approached Buckinghamshire Building Society with a complex residential case, the Society's relationship-led approach and experienced underwriting team helped turn a challenging application into a successful outcome. The case involved a couple in their 50s and 6...
Thursday, 11.37 am
Buckinghamshire Building Society has launched a new residential affordability calculator for mortgage brokers, designed to provide a more accurate indication of lending potential while reflecting the Society's specialist approach to underwriting. Developed in partnership with web development agency...
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28/08/2026
MAB or Sesame? | Fast BTL lender? | OMS | Adviser splits? | Proc fee structure
27/08/2026
Chapter 2: Mid-life Movers
26/08/2026
Life insurers? | GI quotes via MB? | YAY | Lenders on SSP? | Advising abroad...
25/08/2026
80% of your customers with us stay year on year. Here's why.
24/08/2026
Loaded premiums! | Marloo AI | Call it a day? | Newbie errors? | TMW letters
22/08/2026
What is your biggest challenge right now?
21/08/2026
Help! Halifax deal | Offer expired | Unbiased | Lead-Tech | RO 1 exam questions
19/08/2026
Leads warning | L&G life | MBrain | Sourcing commercial? | Specialist Hub
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17/08/2026
ChatGPT questions advice? | GI income | NatWest BDMs? | August business?
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Latest press releases
Date
Subject
28/08/2026
HSBC - We’re changing our rates
28/08/2026
Houzecheck comments on HMRC Property Transaction data
28/08/2026
HSBC - We’re decreasinging our rates
28/08/2026
TwentyCi comments on HMRC property transactions
28/08/2026
Target Group comments on HMRC Property Transactions
28/08/2026
Phoebus reacts to July property transaction data
28/08/2026
OPDA reacts to July property transaction data
28/08/2026
Access FS sets out five-year strategy to drive adviser growth
27/08/2026
Case Study: Finding a solution for borrowers with multiple income streams
27/08/2026
Buckinghamshire Building Society launches enhanced residential affordability calculator for brokers
...
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