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Mortgage Brokers - Help Needed

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  • kingstreet
    kingstreet Posts: 39,256 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    ACG wrote: »
    I did dont worry.

    Im more annoyed the lender are putting me on someone from the midlands patch! Im a northerner not the midlands! :P
    Sadly, us expat northerners stuck in the midlands get what we're given too.

    We were moved out of the area of one of the best BDMs I've ever come across by an alteration of their panel postcodes. She won an award not too long ago, Lisa from NatWest.
    I am a mortgage broker. You should note that this site doesn't check my status as a Mortgage Adviser, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice. Please do not send PMs asking for one-to-one-advice, or representation.
  • [QUOTE=If I were you, I'd be asking more questions with regards to the roleplay. You may find that figures are of importance to them, or completely irrelevant - likely the latter. It certainly wouldn't hurt to have an understanding of their lending criteria however.

    Also, which element of the role are they going to be roleplaying against? I'm sure all brokers on here have some sort of experience with a BDM that's popped into their office, but they might have you doing a presentation on their products to a group of brokers (say an estate agency based team) for example.

    No harm in asking questions and just letting them know that as you're serious about the role you believe it's in your best interests to be as well prepared as you possibly can be.[/QUOTE]


    Thanks, they have said they will tell me more about the roleplay on the day - so like you said could be anything! I have a feeling it will be an initial contact? Im not sure apart from what you have mentioned re presentations they could do roleplay wise
    I am a Mortgage Broker
    You should note that this site doesn't check my status as a Mortgage Broker, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice.
  • Also what's the benefit of a broker having a relationship with an accountant or solicitor are we talking referrals?
    I am a Mortgage Broker
    You should note that this site doesn't check my status as a Mortgage Broker, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice.
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