
We've created this handy document, full of handy hints and tips, to help you spot any of the top reasons which lead to applications stumbling during the fact-find process.
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Practical tips for advising vulnerable clients
This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer.
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Remote valuations & legal advice video
In light of process changes needed to cope with business in the time of the COVID-19 pandemic, industry legal & valuation experts from e.surv & Equilaw join Stuart Wilson of more2life to discuss these changes..
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How Tailored Enhanced can deliver better customer outcomes
In a post-Consumer Duty world, asking the right questions has never been more crucial. That goes beyond straightforward appointments and sourcing sessions. To ensure you deliver the best customer outcome, your advice must be detailed and personalised.
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How making repayments can help your clients manage their total cost of borrowing
The option for your clients to make ad-hoc or regular repayments is one which may help them save thousands over the lifetime of their borrowing.
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