Name: Maximizing Mortgage Referrals
Start: 2023-11-14T11:00:00Z
End: 2023-11-14T11:00:36.000Z
Location: BrightTALK
Rating: 5

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Samm Piper (L&G) and James Enos (Hodge Bank) discuss Hodge's strategic focus in 2024 and their new propositions (Hodge Resi & Hodge Resi Retire) designed to support the borrower of today with their affordability and complex income needs. They'll also be discussing growth across the older borrower market and why lending in later life is becoming the "norm", along with what can be expected in 2025 and the opportunities for brokers.

Hodge Bank 2024 reflections and expected developments in 2025

The last nine months have been characterised by change: a new government, the cost-of-living crisis, higher interest rates. TML created an extensive research project which aimed to get inside the minds of potential customers. Join Louise as she shares the data and insights of their latest research.

Real Life Borrowers

Please join Director of Sales, Grant Hendry for a dive in to 2024s Pegasus landlord data trends and how Foundation have used the market trends to improve their proposition to help you and your clients.

A look back at 2024 from Foundation

In this webinar we’ll be looking at the rise in adverse credit, the state of the nation’s finances, along with the top financial concerns for this year. We’ll then move along to why adverse in this area of the market, and conclude with how Bluestone Mortgages can support.

Changing the landscape of specialist lending

This webinar looks at the challenges – and many opportunities – for today’s first time buyer. While would-be homebuyers face barriers in getting on the ladder, a range of schemes and tailored support is available across the market to support them in achieving their home ownership dreams.

First Time Buyers and Affordable Housing: What’s Coming Down the Track?

Join us for an insightful and timely virtual panel discussion on the burgeoning field of green mortgages. This webinar will provide UK mortgage advisers with the latest insights and trends from leading lenders who specialise in sustainable home financing.

Our expert panel will delve into the benefits of green mortgages for both clients and the environment, explore the current landscape and future opportunities, and discuss the practicalities of integrating these eco-friendly options into your advisory services.

Don't miss this opportunity to enhance your knowledge, connect with industry leaders, and stay ahead in the evolving mortgage market.

We'll be joined by speakers from:
• Halifax
• Hinckley & Rugby
• Perenna
• Skipton
• Virgin

Register now to secure your spot in this not-to-be-missed event!

Unlocking the Future: A Deep Dive into Green Mortgages

Boosting Income and Building Stronger Client Relationships

Join us for an insightful roundtable webinar designed exclusively for mortgage brokers. Our mission is to empower you with the knowledge and tools needed to support your clients at every step of the mortgage journey, ultimately boosting your income and enhancing your professional relationships.

We’ll be joined by:
• Emma Hall from Movin Legal
• Craig Kerrigan from Paymentshield
• Michelle Fell from Lifesearch
• David Coleman from Positive Lending

In this comprehensive session, industry experts from Conveyancing, General Insurance, Life Insurance, and Specialist Lending will share their expertise on how you can refer clients to trusted professionals in areas outside your expertise. This collaboration not only ensures your clients receive top-notch service but also provides you with additional streams of income.

Key Takeaways:
• Understanding the comprehensive mortgage journey and identifying key referral opportunities
• Insights into conveyancing: How to seamlessly integrate legal support into your process
• Maximizing benefits from general insurance products for your clients
• Incorporating life insurance as a value-added service
• Leveraging specialist lending solutions for unique client needs

Don't miss this opportunity to enhance your knowledge, expand your service offerings, and grow your income. Register today and take the first step towards becoming a more versatile and successful mortgage broker.

Enhancing Success Throughout the Mortgage Journey

Getting comfortable with Complex – Unlocking a wealth of opportunity with manual underwriting: In this session from Harpenden Building Society, Business Development Manager Chelsea Pordage will aim to broaden horizons as she explores the current market trends making many mortgage cases trickier to place and how tailored, common-sense solutions can be shaped with manual lenders in order to help combat this.

Getting comfortable with Complex

Today’s mortgage market looks very different – what worked for a generation ago no longer suits the needs of today’s borrowers. As an innovator in the lending space, Hodge is committed to developing propositions that align with the unique demands of modern borrowers, with an emphasis on greater flexibility and understanding.

To help brokers understand these changes and opportunities, Hodge will be running a Webinar to highlight what’s driving the need for change and how creative propositions like the Hodge Resi & Resi Retire will open up a host of new opportunities for brokers and their clients. The Webinar will be hosted by James Enos, National Account Manager & Emma Graham, Director of Business Development at Hodge and welcome guests Steve Humphries (Proposition Director Mortgages - MAB) and Jane Simpson (Strategic Relationship Manager – L&G).
Together, we’ll discuss the changing needs of today’s borrower and the importance of adapting to these needs collectively, as the mortgage market moves into a new era of lending.

Hodge Resi & Hodge Resi Retire

Following the successful launch of Hodge Resi in August 2024, Hodge has made strides to expand into the wider specialist residential mortgage market. Now, we’re excited to introduce Hodge Resi Retire (50+), a product that replaces the 50+ mortgage, breaking down the legacy barriers of yesterday’s Later-life market. Hodge Resi and Hodge Resi Retire (50+) are designed to meet the needs of clients aged 21 to 95, providing the same forward-thinking, enhanced criteria, but with a flexible, case-by-case approach.

Embracing the changing needs of today’s borrower

This webinar covers the challenges faced by intermediaries in mid-later life lending, consumer duty and matching consumer needs to lending solutions. We'll also explain how AI can support intermediaries, reduce complexity, and how innovation can be combined with strategy..

Later Life Advising, AI, and How Product Innovation & Strategy Combine

In the current UK mortgage market, short-term products prevail. But are they always best for your customers? Tune in to see how Perenna can help provide a different option.  

Whether your customers are first-time buyers, home movers, ready to remortgage or borrow in retirement, this informative session will explore how a long-term fixed rate could help.

The ace up your sleeve: Explore how long-term fixed rates can give more options

Join Andy Rowe, Head of Sales at the BTL lender, Zephyr Homeloans, for an update on the BTL market and three specific areas where you can help landlords make the most of the opportunities available. And, of course, you’ll also get an update on Zephyr’s lending criteria and service. If you have professional landlord clients, it’s a webinar that’s not to be missed!

Professional Landlord BTL Opportunities

In this webinar we’ll look at the rise of adverse credit, the state of the nation’s finances and the benefits of advising in this area of the market. We’ll conclude with the Bluestone proposition, service, and technology capabilities to ensure both you and your customer experience best in class service.

With good quality clients having evermore complex lending requirements, it’s becoming critical for lenders to take a wider approach. Cases need to be assessed holistically rather than taken at face value and often a case that falls outside of criteria, once assessed can present a client that should be helped. Tune in to hear how Bespoke could help you and your clients by taking a pragmatic approach when assessing affordability.

Bank of Ireland for Intermediaries - Bespoke in Action

Join Liza Campion, Head of National Accounts, as she delves into MFS’ latest industry research result to:
• Outline the top 10 property elements buyers currently value
• Discuss how these have shifted since 2019
• Understand what it means for UK property investors, and how specialist finance products can be used to their advantage

The Homebuyer Wishlist

Grab a fresh brew and join Harpenden Building Society in navigating the ever-changing mortgage market, including how this translates into complex client needs and broadening insight into the specialist solutions available to best suit these. In this session, Chelsea will cover a broad range of policy and products which will include Residential, BTL and Holiday Let as well as Self-Build and much more!

Navigating the ever-changing mortgage market – a helping hand from Harpenden

Specialist lending is a growing phenomenon fuelled by the intricate landscape contributing to ever more complex customer circumstances. The financial pressures experienced by homeowners and rental tenants alike have forced lenders to take a different approach to supporting those in need of borrowing for property related purposes. 

This webinar seeks to explore solutions to complex lending scenarios which will support you to place more residential, buy-to-let and second charge mortgages. We will focus on areas that brokers often find make cases more tricky to place including property type, complex income and adverse credit giving you more options when it comes to helping customers. Pour yourself a cup of coffee and tune in to find out more!

Broaden your horizons

Join us for an informative and engaging webinar where we will hear from leading mortgage lenders in the specialist lending sector. They will share their insights on the current market trends, the challenges and opportunities for brokers, and the best practices for sourcing and placing specialist cases.

You will also have the opportunity to ask questions and interact with the panellists during the live Q&A session. Whether you are new to specialist lending or looking to grow your business in this area, this webinar will provide you with valuable insights and tips to help you succeed.

We'll be joined by speakers from:
Darlington
Keystone
LendCo
Quantum
Saffron

Unlock the Potential of Specialist Lending: Tips and Tricks from the Experts

Buy-To-Let Re-mortgage & Product Transfer in 2023

A look back at 2023 - how the mortgage industry has adapted to a turbulent year

Lending in Later Life - Roundtable

What's so special about Specialist Lending?

Specialist Lending: One size does not fit all

Alternative Approaches to Lending

Supporting Your Self-Employed Clients

Sparks: BTL & Holiday Let Roundtable

Green Mortgages

What's new with New Build?

How to make the most of technology in the Mortgage Market

Supporting your residential clients through their re-mortgage

2023 Sparks Series

Sometimes, in order to do the right thing for your client,  you may need to refer your a case to a lender, packager or master broker. Our upcoming webinar, Maximizing Mortgage Referrals: How to Build Strong Relationships and Boost Your Business, will provide you with the tools and knowledge to help you decide when referring might be the best thing for your client, and how to do it well.

Led by industry experts, this webinar will cover topics such as effective communication strategies, building trust with referral partners, and leveraging technology to streamline the referral process. Don't miss out on this valuable opportunity to learn from the best in the business. Register now for "Maximizing Mortgage Referrals".

Maximizing Mortgage Referrals

Mortgages

Mortgage Referrals

Mortgage Packagers

Mortgage Advisers

Advisers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Internal audit and compliance professionals are facing increasingly stringent regulatory requirements when it comes to compliance reporting and internal control procedures. Join the audit and compliance community to learn best practices from thought leaders on topics such as regulatory compliance, internal audit checklists and audit program strategies.

Audit and Compliance

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

Banking and Treasury

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

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Fintech

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Maximizing Mortgage Referrals

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