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Rob Jupp

I have read with interest the article regarding the research data about customer retention. It indicated that only 40% of clients who go back to the same lender will use their original broker to secure the deal.

I really hope that the statistics for clients remortgaging with another lender or purchasing another property are not the same. I cannot believe that brokers, in these present conditions, are not staying in close contact with their clients. A visit to a mortgage broker for an initial conversation should be a long term partnership, which involves constant communication.

The majority of brokers that I know share this belief and accept that this adds value to their proposition, not only in terms of recommendations from clients, but also in terms of repeat, profitable business. Any broker that does not have a strategy in force following a new customer introduction, really is losing out on one of the most valuable forms of marketing and advertising – what’s more its free!


Pink supports ARs’ TCF processes

Pink Home Loans is helping its Appointed Representatives to meet the Financial Services Authority’s Treating Customers Farily management information deadline of March 31.Pink is helping firms collate management information in a useable format.Brokers are required to complete a TCF action plan at least twice a year, with the overall aim being to improve performance and […]

Hopeful portents despite the gloom

It was a roller coaster ride for the mortgage market last week. We went from the collapse of US banking giant Bear Stearns and its acquisition by JP Morgan Chase to traders deliberately dragging down UK giant HBOS’ price. You couldn’t make it up.

PTP celebrates record month

Personal Touch Packaging has passed 700 mortgage applications in a month for the first time in its short history. This is a 136% improvement on March 2007 and passes the 10,000 mark for mortgages processed since the business started in January 2006. Rob Jupp, managing director at Personal Touch Packaging, says: “Its great to be […]

Steady as she goes to ride the storm

In the prevailing market environment, lenders are becoming choosy about the firms they work with, which means brokers must be even more sturdy and reliable than before, says Sally Laker


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