From Lee MartinI would like to share a secret with the small brokers out there who struggle to keep up with admin. I use a case management system which not only allows me to monitor the source of my business and helps with the decisions about where I spend money, but also allows me track outstanding fees, commissions and provides all the lender information I need. I can now track valuations, the time taken from lead to completion, how many cases written and completed over whatever time period, proc fees, broker fees, ASU, buildings and contents and life. The best thing is that within each case details screen, I can see the lender’s details, product details, network/club, solicitor, fee details and case tracking dates. With one click I can see the information I need which is useful when on the phone. I can also store emails, IDs, application forms, compliance audit stuff, working notes and even phone conversations against each client file. My client folders now only contain a few bits of paper and I don’t even look in them during a case’s progress meaning a more paperless office and better organisation. This is leading to a more streamlined business which many clients have recently commented on. The system offers a useful back up service and integrates easily with Trigold. If you are not a computer expert this is for you. It’s easy to set up and use and the staff at the company are helpful.
Optoma Broker Solutions has reshuffled its managerial team in a move that sees chairman and chief executive Andrew Seymour assume control of the business along with operations director Harpal Singh. The revelation comes after managing director Matthew Bright was let go. Bright says he is in the process of developing other projects which are at […]
1,500 buy to let properties will be made available to City of Edinburgh Council through an ambitious private sector leasing scheme that goes live this week. Through the scheme the authority leases the housing neededthrough one specialist provider who sources the properties from buy to let landlords.Property services group Orchard & Shipman plc has contracted […]
An overwhelming 73% of readers last week voted that with first-time buyers struggling, it is time for lenders to relax income multiples. Economist John Wriglesworth urged lenders to increase income multiples in last week’s magazine. He says in a period of strong economic growth, the risk of offering 6 x income is minimal and it […]
Datamonitor, the independent market analyst, has revealed that secured lending in the UK is set to calm over the next five years. Maya Imberg, financial services analyst at Datamonitor, says: “As the UKs housing market slows to a soft landing, the rapid growth rates the secured lending market has enjoyed over the last five years […]
By Jim Grant, Senior Product Insight & Technical Support Analyst Transfers from defined benefit (DB) schemes are a bit of a hot topic just now. In this article we look at a couple of factors that could prevent a transfer from happening Equalisation of pensions Prior to the Barber case in 1990, DB pension schemes typically provided […]
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