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Think #BeyondMortgages in 2024 🚀 You can be hands-on or hands-off when it comes to offering GI, we just want to make sure every mortgage customer is offered insurance by their adviser. Three industry leading and award-winning propositions to help your business go beyond mortgages. You do it 💻  We do it ✅  Your customer does it 🤳 #technology #digital #insurance #insurtech

We want to help you #wincustomersforlife. When financial services professionals seek to grow their book of business, they sometimes forget about their greatest asset––their existing customer base.     Total Expert is committed to helping you become your customers' trusted financial partner by giving you the data and insights to guide them through every financial milestone and the moments that matter.   What are some of the ways you’re developing relationships to win more customers? Let me know in the comments.   #mortgage #banking #lending #insurance 

Collecting hundreds of data points on your customers does nothing unless you put that information to work for you. That’s one of the ways Total Expert is helping shape relationships—by delivering actionable insights that identify when consumers have a financial need and providing the purpose-built tools that empower you to connect with them when it matters most.    Learn how you can use those data points to engage and retain customers during my breakout session on Wednesday, May 22 at The Financial Brand Forum.   Find out more here: https://lnkd.in/gRhZ-idA     #wincustomersforlife #mortgage #banking #lending #insurance 

🎉 Exciting News! 🎉 Our brand-new website is now LIVE! 🚀 Explore amazing new features, educational tools, user-friendly navigation, and all the latest updates!💎 All designed to be ‘A guiding hand through all your financial needs’🤝🏽 Check out our new website and let us know what you think! ✨ Link in our bio🌍 As with all insurance policies, conditions and exclusions will apply. Your home may be repossessed if you do not keep up repayments on your mortgage. #NewWebsite #NowLive #CheckItOut #ExcitingUpdate #ExploreMore #financialservices #financialplanning #mortgages #protection #insurance #broker #webdesign #edcation #financeadvice #financialtools #website

Insurance Agencies - The Experience.com Search Rank Platform is designed to empower you to win locally on Google Search. Don't waste your time on high CPC's, expensive SEO agencies and start driving real organic growth! The results are real and amazing, let's discuss! #winlocal #localsearch #insuranceagencymarketing #insurancemarketing #reputationmanagement

NO. The lack of regulation in self certification led to lots of shady practices, this ultimately led to the FCA banning this. Lenders will want to see a copy of certified accounts, or the latest 2 years SA302 and tax year overviews, although if you have not been trading for this length of time there are other ways of evidencing your income, such as accountant projections and certification, this will depend on the individual lenders packaging requirements. If you would like to see if I can help you, why not send me a DM, or visit my website to book a free consultation. https://lnkd.in/eTmhKP8d YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON ANY LOAN OR MORTGAGE SECURED ON IT. Joanne Pay Mortgage and Protection is a trading style of Mortgage Saving Experts ltd, which is authorised and regulated by the Financial Conduct Authority - FCA number 779662 #qandawednesday #hellowednesday #jpmortgageandprotection #mymortgagelife #mortgages #remortgage #knowledgeispower #buytolet #incomeprotection #protection #insurance #educate #property #womeninfinance #home #family #mortgagetips #mortgageadvice #workingmum #selfcert #income #selfemployed

Tired of trying to understand SEO complexities? Want more leads and growth? Navigating platforms, channels, and search engines can be daunting. Want to know how you can stand out in this competitive landscape? Join our Free Webinar & Find out the easy solution! Webinar Date & Time: 29th May, 09:00 AM PST Reserve your spot today! Register for Free: https://lnkd.in/dfhVdAcQ . . . . #webinar #SEO #localbusiness #onlinesearch #freewebinar #registernow #onlinesuccess #realestate #mortgage #insurance #banking #Experiencedotcom #OnlineSearchResults #LocalSEO

Is your mortgage broking business ready for automation? Learn to streamline operations with key steps: identify tasks, choose the right tools, implement gradually. Train your team for success. Get in touch with Brokers' BackOffice for expert automation in loan processing and back-office support. #mortgagebroker #automation #brokingbusiness #BackOffice #Brokersbackoffice #backofficesupport #backofficeoperations #mortgagebrokers #mortagebrokersydney

How can firms deliver good outcomes for later life mortgages and equity release customers? Step two: Develop a sales journey that enables effective decision making. You’ll need to ensure potential customers are given the right information, in the right way, at the right time – along with adequate time to consider the implications of their actions. Read more in our new guide to building an FCA-proof advice process: https://bit.ly/41ht2iN #laterlifemortgages #equityrelease #laterlifelending #vulnerability #oversight #ConsumerDuty #communications #behaviouralbias #riskmanagement #financialpromotions #financialadvice #mortgageadvice #compliance #FCA

Embracing Specialized Software for Mortgage Adopting specialized loan origination software is not just a technological upgrade—it’s a strategic imperative that can drive significant business benefits.   #MortgageFlex #mortgageflexone #los
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