Wednesday, September 25, 2019 - 08:30-17:00
Legal & General Home Finance Boardroom, Solihull, B91 2AA
Ready for the next step into lifetime mortgages?
We can help you prepare
After qualifying, we know that it can sometimes feel daunting to take the leap into advising on lifetime mortgages. Legal & General Home Finance want to help you in making this transition as simple and easy as possible.
At the end of this workshop attendees will be able to better understand:
- Where to find prospective clients
- The considerations needed for an effective ‘fact find’
- How and where to source lifetime mortgage products
- The difference between underwriting for a residential mortgage and a lifetime mortgage
- The role of the conveyancer
- How to know your business is ready: A Checklist to Getting Started
- How to register with lenders
- How to make a plan and take it forward