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Latest from the Adviser forums

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Today, 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 
Today, 3.38 pm Ah ok. Thank you 
Today, 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. 
Today, 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...
Today, 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¤£ 
Today, 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.
Today, 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.
Today, 10.36 am Fingers crossed......thank you for all your answers.  
Today, 10.35 am What is your experience with Adviser IQ? I've not heard of them before now. 
Today, 10.11 am Have a case the same as with them at the moment TG. They usually accept latest yr as long as the case is solid and there's a bit of an explanation.  Mine seems to be progressing ok.

Latest from the Provider/Adviser forums

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Today, 4.31 pm LIBF and the London Foundation for Banking and Finance (LFBF) are opening up Chartered Member designation to experienced mortgage advisers on the FCA register Experienced mortgage advisers now have a pathway to become Chartered Members, following an announcement by the London Foundation for Banking...
Today, 4.06 pm I've seen a lot of feedback recently on MB, and people seem to be unhappy about the new system, but not actually seen it's capabilities so can't comment. 
Today, 1.01 pm Mortgage Brain is crap.   TM        
Today, 10.45 am Stoke-on-Trent student properties generate average yield of 9.42% Plymouth, Liverpool, Portsmouth and Cardiff complete top five yielding student locations Properties in known student postcodes generate average yields of 7.32%, compared to 6.86% for non-student postcodes Stoke-on-Trent offers ...
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Today, 9.08 am Simon McClean brings 35 years’ experience across treasury and regulatory reporting to the specialist lender Simon McClean has joined Afin Bank as Head of Treasury and Regulatory Reporting, bringing over 35 years’ experience of financial services to the specialist lender and savings prov...
Today, 9.06 am Recognise Bank has joined the Bridging & Development Lenders Association (BDLA) as a Lender Member. Recognise is a specialist bank providing property lending alongside business and personal savings products. Its bridging range supports residential and commercial property, including buy-to-let p...
Today, 9.02 am The latest episode of Twenty7tec's ELEVATE Podcast Series explores the launch of Steppl, the changing expectations of advice clients, the role of AI and automation, and how technology can help firms move from individual transactions towards longer-term client relationships. The episode is hosted by...
Today, 8.51 am Average house price edged down in August as market remains subdued House prices fell slightly in August (-0.2%), following a -0.1% decrease in July Average property price now £298,468 compared with £299,153 in July On an annual basis prices have fallen by -0.4%, the first year-on-ye...
Today, 7.00 am A borrower came to Somo needing to refinance an existing bridging loan that was due to go over term in just 10 working days. Somo offered a second charge loan at 70% LTV of the Open Market Value, at 0.95% per month on our Classic Bridging product. The deadline mattered. Missing it would have meant...

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