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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.
Other articles
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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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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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Common conditions eligible for an enhanced plan
Eight common conditions which could mean your client is eligible for an enhanced plan
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A guide to telephone based advice
This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
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