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Today, 10.20 am Does any one use anything that is like criteria brain? I need another option thanks
Yesterday, 4.05 pm No issues at all so far. It's one of the first systems that I've seen who are proactively working with advisers 
Yesterday, 3.38 pm Ah ok. Thank you 
Yesterday, 1.35 pm IMHO opinion these type of systems have gone past their sell by date, especially for small firms. Using Ai agents can take care of most admin tasks far more efficiently. 
Yesterday, 1.13 pm we use the Key and trying to be nudged into CRM Brain as their shiny new toy but from what i seen, looks clunky and designed by someone who is not a mortgage adviser. doesnt seem to flow. also....always in development!  def a gap in the market if someone can build an all singing and dancing re...
Yesterday, 12.37 pm Do not mention Finplan to me - had a really bad experience - would never ever ever recommend them !! Even just reading the name gives me the shivers ðŸ¤£ 
Yesterday, 12.25 pm I was previously told that it will be the latest year unless there has been an increase of 25% year on year, at which point they may average it across 2 years.
Yesterday, 11.17 am Had a BDM meeting last week and she said at the moment they are a bit tighter on latest years espically if a big jump and to run by her first. She did tell me why but I can't remember, something like a high rate of defaults on self employed mortgages on their book.
Yesterday, 10.36 am Fingers crossed......thank you for all your answers.  
Yesterday, 10.35 am What is your experience with Adviser IQ? I've not heard of them before now. 

Latest from the Provider/Adviser forums

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Today, 10.47 am Swansea Building Society has renewed its commitment to rugby in the city by continuing its back-of-shirt sponsorship of both the Ospreys and Swansea RFC for the 2026/27 season. The sponsorships will see the Society’s branding feature on the shirts of two of Swansea’s best-known rugby clu...
Today, 10.25 am 26% of all landlords experienced rental arrears in the last 12 months 66% of larger portfolio landlords (11+ properties) suffered arrears Voids remain the most common negative event, affecting 41% of landlords Tuesday 8th September 2026, London The proportion of landlords experiencing rental...
Today, 10.23 am GB Bank has joined the Financial Intermediary & Broker Association (FIBA) as a Lender Partner. The specialist bank joins FIBA’s growing group of Lender and Funder Partners, which work with the trade association and its membership of professional finance intermediaries across the residentia...
Today, 10.22 am Richard Pike, sales and marketing director at Phoebus Software, said: “The latest MLAR figures show just how difficult it has been for the mortgage market to find a clear direction this year. There are certainly signs of market resilience with new mortgage commitments rising, however, uncerta...
Today, 10.17 am MERA has completed a £1,249,500 facility, secured at 70% LTV over a 24-month term, to support the acquisition of a £1.8m former commercial glasshouse site near Hitchin, Hertfordshire. Purchased with vacant possession, the site comprises two bungalows, five acres of glasshouses previously...
Today, 9.14 am Buckinghamshire Building Society has launched three new three-year discounted mortgage products across its Retirement and Credit Restore ranges, while encouraging brokers to consider three-year options when sourcing solutions for their clients. The new products are: Retirement 3-Year Discount up...
Today, 9.10 am Millennials and Gen Z set to represent 62% of landlords within a decade, up from today’s minority Inheritance overtakes savings as the primary route into the market – 36% of future landlords expect to inherit property, vs 27% today Smaller starting portfolios, longer hold periods and...
Today, 9.07 am Recognise Bank has completed a £9.9m bridging loan to refinance existing debt secured against two commercial properties in London and Glasgow. The 21-month facility, introduced by Raj Vilkhou of Express Financial Services, completed at 52% LTV. The security consisted of a Central London offic...
Today, 9.05 am Demand for holiday let finance continues to grow despite a series of tax and regulatory changes affecting the sector, according to new research carried out by The Cumberland Building Society. The findings form part of The Cumberland’s inaugural Holiday Let Index, conducted by Pegasus Insight....
Today, 9.03 am One Mortgage System (OMS), the CRM and loan origination platform for intermediaries and lenders, has announced a new application programming interface (API) integration with Scroll Finance, a trading name of Perenna Bank PLC (“Perenna”). Currently supporting Scroll's second charge buy-t...

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08/09/2026 Rental arrears fall to all-time low, but pressures remain
08/09/2026 GB Bank joins FIBA as Lender Partner
08/09/2026 Phoebus reacts to BoE MLAR data
08/09/2026 MERA provides acquisition funding for £1.8m, 50-acre mixed-use site
08/09/2026 Buckinghamshire Building Society urges brokers to widen their search with new three-year discounted products
08/09/2026 New Rely research maps the generational shift set to reshape buy to let finance
08/09/2026 Recognise Bank completes £9.9m bridging loan secured against properties in London and Glasgow
08/09/2026 88% of brokers report rising holiday let enquiries, Cumberland research finds
08/09/2026 OMS and Scroll Finance announce API integration
07/09/2026 Stoke leads student rental yield table as landlord returns strengthen

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