Go back
Going through the fact-find process and completing an application for your client is time consuming, and getting to that stage only to stumble with lending criteria isn't a good use of it.

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.
Download

Other articles

  • 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.

    Download
  • 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..

    View now
  • Common conditions eligible for an enhanced plan

    Eight common conditions which could mean your client is eligible for an enhanced plan

    Download
  • 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.
     

    Download

Welcome to more2life. Before entering, please confirm you're an adviser by clicking the button below. If you're not an adviser, you'll be automatically redirected to another part of our website.