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Blog Articles for Mortgage and Protection Advisers
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How AI is Transforming Mortgage Admin Today
In this article we explore how AI is reshaping mortgage admin and how platforms like Keychain can help your firm make the most of these advancements.
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Key Takeaways from Major UK Mortgage Lenders' H1 2024 Results for Mortgage Advisers
This blog article summarises key UK Mortgage Lenders results from the first half of 2024.
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Of Swaps & Spreads: What Drives Swap Rate Movements?
What are the key drivers of swap rate movements? This blog article looks at the various factors impacting swap rates.
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Of Swaps & Spreads: What are the Drivers of UK Mortgage Spreads (Margins)?
What are the key drivers of credit spreads for mortgage lenders in the UK? This blog article looks at the various factors impacting spreads.
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Of Swaps & Spreads: Why the Swap Rate Matters for Fixed Rate Mortgages
Why do swap rates matter for fixed rate mortgages? This blog article explains how banks use swaps to mitigate interest rate risk.
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5 Upgrades Mortgage Advisers Can Make to their Client Process
As client and regulatory demands continue to evolve, integrating technology into your client interactions has become increasingly important.
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Navigating Consumer Duty: Evidencing Appropriateness and Customer Understanding as a Mortgage Advisor
The Duty involves four key outcome areas and mortgage advisors are required to monitor, evidence and stand behind the outcomes their customers experience.
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Striking the Right Balance in Client Follow-Ups for Mortgage and Protection Advisers
Navigating the tightrope between persistence and pressure is crucial for mortgage and protection advisers when following up with clients.
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Compounding Mortgage and Protection Clients: Leveraging Your Referral Rate
Every mortgage and protection advisor knows that personal referrals from existing clients are one of the best sources of new business. In this article we discuss the impact of an increase in the referral rate and easy steps to improve yours!
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