Say yes to more: the value of broadening lender relationships
Rachel Geddes, strategic lender relationship director at Mortgage Advice Bureau, explores how advisers can expand their lender knowledge and confidently place a wider range of cases.
The learning objectives for this article are to:
- Recognise the limitations of working with a select, familiar group of lenders and understand how this can lead to missed business opportunities.
- Effectively utilise sourcing tools and lender relationships to find solutions for clients with complex circumstances, focusing on suitability and approval.
- Identify actionable steps for personal and professional development to expand their lender knowledge and confidently place a wider range of cases.
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