Hanna McLaughlin的动态

Are you up to date with those brand new firms who have just set up and those which are no longer authorised? Do you know everyone who has moved firm or who has left the industry? Drop me a DM and you we can share all the changes within your client base and how these can be updated.

Lots more changes in Financial Services in June, with over 100 new investment and mortgage advice firms setting up and over 3,300 new individuals added to the Register/Directory. Many of these have previously been active however 1,260 people are brand new. June saw another decline in the number of firms on the Register with 334 becoming de-authorised while 260 set up. Are you keeping up with all these changes on your CRM or Marketing systems?

?? Our research reveals that half of brokers face challenges with lenders' tech, particularly with admin and processing times. The findings emphasise the need for smoother workflows and efficient digital tools to support brokers in serving their clients better. Curious about the insights???? ?? Head to our website to download the full report and see what lenders can do to improve the mortgage journey for brokers and borrowers https://lnkd.in/e9YR62XU #MortgageBrokers #LenderTech #MortgageIndustry #FinancialInsights #BrokerSupport

As a mortgage brokerage firm, are you feeling the pressure of a competitive market? You may already know that the number of mortgage brokers in the UK have surged by 110% ?? over the past decade (Introducer Today, 2024). This significant growth has increased competition naturally, especially following the COVID-19 dip, which means necessity for service diversification. In a fragmented market where the top four companies account for less than 40% of revenue (IBISWorld, 2023), STANDING OUT ?? is essential. However, many brokers miss out on offering insurance and protection services due to the associated challenges. OMS is here to help you overcome these challenges: ?? Effortless Diversification: Easily expand your services to include insurance and protection broking with our seamless integrations ??. ?? Regulation Assistance: Enjoy centralised, secure data storage that ensures compliance ??. ?? Overall Competitive Edge: Benefit from a streamlined application process ??. ?? Adaptability: Designed to fit almost any business structure, customisable throughout ??. Let's have a chat ?? - book a time in my calendar for visuals with the link below and let's explore opportunities together or just give me a call ?? 07498 481203 ?? https://lnkd.in/e6Qus84Y Make sure you stay ahead in the game and elevate your offerings with OMS, it's never too late! ?? #OMS #CRMSoftware #Fintech #BusinessGrowth #MortgageTechnology #DigitalTransformation Neal Jannels Dale Jannels Kevin Blount Nick Allen Jodie Andrews BA Hons MSc Joseph Ball Laura Smith Matt Jones Scott Lovell

Mortgage Intelligence UK users were facing a new challenge. They needed an easy-to-implement business intelligence reporting solution to fuel growth across their network and ensure compliance with the FCA’s Consumer Duty standards. Enter InsureSight?, an innovative platform that has significantly enhanced Mortgage Intelligence UK’s adviser development programme to increase network growth and improve consumer outcomes. ?? Key Takeaways: - Data-led bespoke training to firms and advisers based on specific individual needs - Increased client to new business conversion rate by 5% - Increased the financial resilience of clients by increasing Income Protection applications over 20% Read more here -> https://hubs.li/Q02W5XD00 #MortgageIntelligence #InsureSight #ConsumerDuty #DataDriven

?? Spotlight on Service Excellence! According to Mortgage Solutions (2024), 84% of consumers have seen no improvement in service post-Consumer Duty changes. ?? This highlights a clear need for advanced tools in the financial sector. At One Mortgage System Ltd (OMS), we’re bridging this gap by partnering with top firms to integrate features that ensure compliance with the latest regulations. ?? Our CRM solutions not only help gather crucial compliance data but also streamline client record management. What steps are you taking to ensure compliance with consumer duty regulations? Book a DEMO with me via the link below and discover how OMS can become the backbone of your business! ?? https://lnkd.in/gCSyuyP8 #mortgagesolutions #consumerduty #CRM #mortgageintermediaries #OMS Neal Jannels Dale Jannels Jodie Andrews BA Hons MSc Joseph Ball Nick Allen Kevin Blount Laura Smith Matt Jones Scott Lovell

?? ?????????????????? ?????? ?????????? ???? ???????????????????? ???? ??????/?????? ??????????????????????? At BSI Financial Services, we leverage our fintech roots to offer unmatched speed and precision in ?????????????????? ???????? ?????? ???????????????? ?????? ????????????????. This flexibility is built into our platform, allowing us to react quickly to market changes, ensuring your HEI/HEA investments are always protected. Our proprietary platform, designed from the ground up as a fintech solution, has ?????????? ???????????????? ?????? ???????????????????? embedded at its core. This enables us to deliver real-time updates, ensure compliance, and minimize risks—all while keeping our clients ahead of the curve. With BSI, you’re not just getting a servicer; you’re getting a technology partner who understands the value of data and automation in protecting your mortgage investments. ?????????? ????????>> https://lnkd.in/gnc8Xwxv or drop your contact info, and we’ll ?????????????? ???? ???????? ??????>> https://lnkd.in/g3ZQPqwc #FinancialServices #Mortgage #LoanServicing #MortgageServicing #Fintech?

We are excited to introduce our Intelligent Digital Application, launching TODAY! ?? Fresh off our recent rate cuts, we are now leading the 60+ lending space with Australia’s lowest reverse mortgage rates, starting at just 7.95% p.a.* And now, with this new technology, we continue our investment in our trusted broker partners. We’re all about empowering our broker partners, and this release is a game-changer. We've completely streamlined the application process – no more wrestling with PDFs, no more printing, no more tedious back-and-forth. With our fully digital, guided process, you can breeze through each application, customised to each client’s circumstances. Say goodbye to rework and minimising requests for additional information. Say hello to quicker credit decisions. ?? From application to settlement, your clients can now enjoy a 100% digital experience – no pens required. ??? Want to learn more or partner with us for all your 60+ lending needs? Contact our Broker Team at [email protected]. Household Capital Paul Stratton Esther Angrisano Shelley Libbis-Wettenhall Caitlin Stuart Craig Faulkiner Chris Moutzikis #mortgagebrokers #mortgageindustry #mortgagebroker #financebroker #finsure #lmg #sfg #moneyquest #astute #womeninfinance Finance and Coffee #60pluslending #homeloans #reversemortgage #homeequity *comparison rates, add 0.03%.

Driving Growth and Customer Excellence in Equity Release with Technology??? The equity release market is witnessing significant growth, with UK Finance reporting an 11% increase in lifetime mortgage advances between Q2 and Q1 2024 and a 15% rise in equity release lending between the same periods, now totalling ￡578 million. With property equity in the UK reaching a record ￡5.7 trillion (according to the Equity Release Council), the potential for further expansion is promising given the estimated c.￡320,000 of equity over-55s have in their homes. Lenders are increasingly leveraging technology to enhance operational efficiency and improve customer service. Key advancements include API integration, which allows for seamless data movement between servicing and origination platforms. This integration not only automates manual processes but also streamlines the overall experience for customers. As trust in the equity release market grows, it’s essential for lenders to continually assess and enhance their technology solutions to ensure they meet the evolving needs of their customers. Read more here: https://lnkd.in/erkMrNaA #EquityReleaseMortgages #ReverseMortages #FinTech #Innovation

??Complete your Fact-Finds in Hours not Weeks with Smartr365 ?? We understand how painful the #FactFind process can be for you and your clients. It should take hours, not weeks! That’s why we’re excited to share a game-changing update in Smartr365: The "Selective Fact Find". ? When you issue one to a client. you can now fully customise which sections they need to fill out, while you keep full control over other critical sections. ? Simplified Process: Remove the often overwhelming complexity for a client ? Which means a huge time-saving ? And Better Compliance:?less errors, improved data accuracy And our 1-click Experian integration also pre-populates critical financial data into the Fact Find, saving even more time! Then all this flows into the Client Portal, so clients can track case progress neatly and clearly. ? For subscribers, why not issue a customised Fact Find today? Go to a Case Summary page, click the "Issue Client Fact Find" button, and follow the steps. Simple! ? For non-subscribers wanting to learn more, Let's chat! ?? ???https://lnkd.in/dxvFR7bT #Mortgage #Fintech #ClientOnboarding #Smartr365 #Efficiency #FactFind #smartr365