AI is a game-changer for mortgage brokers, so what difference could it make to your business and your clients?
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Find out how to outline your business concept, goals and strategy.
In this guide learn which elements of setting up and running a business you should sense check, including your goals, how you market your brand and your recruitment process.
Learn how to get better leads and quickly scale your business with our free guide.
You may have been on LinkedIn for some time but have a nagging feeling that you could be exploiting it more.
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In this guide we look at how you can ensure your business is ready to thrive well into the future, and any transition period can go smoothly.
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Change is the only real certainty in business, so you need to be ready for developments in the marketplace that will affect your business and your clients.
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Our latest guide explores the business case for fostering a more diverse culture for your brokerage, as well as practical advice on how to take action.
While ministers haven’t formally announced changing the EPC rules for the rental market just yet, the move has been widely reported, so it is perhaps only a matter of time before an official announcement comes.
While ministers haven’t formally announced changing the EPC rules for the rental market just yet, the move has been widely reported, so it is perhaps only a matter of time before an official announcement comes.
Updated for 2023 - Our tax guide is an essential resource for brokers who want to keep landlords up-to-date about the changes that affect them. (PDF)
Updated for 2023 - Our tax guide is an essential resource for brokers who want to keep landlords up-to-date about the changes that affect them. (Word version)
First-time buyers are often faced with lots of unfamiliar terminology, so we thought we’d round up some of the most common terms in one handy guide.
Applying for a mortgage can be a daunting prospect for some. But how many of your anxieties are fueled by misconceptions and falsehoods? So we thought we'd round up a few common myths and debunk them one by one, so have confidence in your mortgage application.
It pays to be wise to the methods used by fraudsters, and understand the methods they use to try to take advantage of us. Use this guide to help your customers steer clear of scams.
This guide will teach you everything you need to know about how PR can play a huge role in boosting your mortgage broker business, and how your marketing needs to be planned carefully and strategically.
Buying their first home may be the biggest financial commitment your customer is going to make and can be quite overwhelming. Use this guide to help your customers navigate their home buying journey.
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This guide will teach you everything you need to know about securing sales and keeping your customers happy in the process.
The buy to let market is full of opportunities for mortgage brokers. This checklist covers some key points to be considered.
This guide will ensure your broker business is providing an experience that is truly exceptional.
Drive more sales by promoting your business better.
Keep your business strong in trying times with our guide to Building Business Resilience
A glossary of mortgage jargon you need to know.
We’ve compiled a quick checklist that you can use to make sure your business is GDPR compliant.
A useful guide for understanding the different types of mortgages.
A client-focused video to help your clients understand the home buying process.
A client-focused video to help your clients understand the Scottish home buying process.
Generating online reviews and creating social proof is a powerful way to support and grow your business...
What are the best website builders for mortgage brokers? We cover the top website builders to help you choose the right one for your business.
Whether you’re new to email marketing campaigns or not, it’s always worth brushing upon best practices to get the most out of your audience.
At a time when face to face meetings are just not possible, businesses need to think outside the box in order to stand out from the crowd.
Find out what technology is making waves in the mortgage space and what digital revolution is helping brokers be better.
A guide to help you identify financially vulnerable customers who need advice and support to make the right choices.
Newsletters are a great way to get your brand heard and to engage with your audience. Here is our free Newsletter template.
This guide helps brokers to start the conversation with their clients about the importance of protection and the value in having it should the worst...
This template is designed to provide a framework for case studies. These are a great way to showcase your work.
Whether you have a website and want to improve it or you are thinking of getting one. This document will cover all of the bases.
Some companies find particular success in attending events and networking to find their next business opportunity.
To help you create effective customer satisfaction surveys, we've put together 10 principles to keep in mind.
Your website is your digital shop window and often the place where potential customers will judge you first. So it needs to deliver.
Customer retention is a leading indicator of your business’ health. It is your ability to keep customers returning to your product for future purchases.
Learn how to make the most out of your productivity with our guide to functioning at your best.
When building a website for any business, great or small, it is tempting to focus all your efforts on building the home page and services pages.
Easily plan & brief in pieces of content with our content creation proforma.
A good title will find prospective clients for you. Learn how to write one with our cheat sheet.
Get the most out of a creative team with our cheat sheet to writing a winning design brief.
This guide examines the benefits of sourcing solutions to the modern broker, covering the value such systems provide.
What are the challenges? How can I stand out ? What do I need to do? You need to read our cheat sheet!
What are introducers? Why are they so beneficial? How do I build lasting relationships with them?
A handy guide for your customers that will walk them through the process of moving into a new build house.
This cheat sheet is full of useful insights to help you attract and nurture a lasting relationship with property developers.
You’ll receive them every day in your inbox but what makes a great eshot? Our guide runs you through the best practices.
There's many adverts on LinkedIn, this cheat sheet focuses on how to boost your content on LinkedIn.
Creating & sending your content to the right audience is vital. Build that audience with our persona template.
There are many types of different adverts you can run on Facebook. This guide focuses on boosting a post.
A step by step guide to help you recruit the right candidate from writing the job description to placing adverts and holding interviews.
An example of a equal opportunities policy statement to make sure you comply with legislation in terms of equality and diversity.
Use this template with its outline of the role plus the skills and experience you’re looking for to help you attract the right candidate.
This template provides a great basis to help you attract the right broker. It outlines the role together with the essential and desirable skills and experience.
This cheat sheet is full of useful insights to help you define your culture so that you'll attract candidates with similar values.
An easy- to-follow guide with everything you need to know to advertise a position on LinkedIn.
A short template you can use just to keep applicants informed of where the recruitment process is up to.
Find it just as hard to interview as be interviewed? This template gives you a great selection of questions to get you started.
This template goes deeper with extra competency based and soft skills questions for the second interview stage. Drill down to get the right candidate.
And if you could only ask 10 questions, make sure it's these 10. A cheat sheet to explain why these are the killer things to probe.
You've selected your ideal candidate. Now use this template to make a formal offer.
A helpful template with questions to ask your selected candidate's previous employer and personal reference.
You've chosen your new employee. What next? This handy checklist takes you through each step.
Moving to a new home is an exciting time but it can be daunting. This document breaks down the house buying process into bitesize chunks.
This cheat sheet will guide you through how to set up the social media accounts for your business, on the three main social media channels.
Google My Business can help to elevate your online presence in terms of Search Engine Optimisation and visibility.
This handy moving house checklist walks your customers through all the main steps.
Gating content is a great way to gain leads while providing valuable content to your audience. Find out how.
Full SEO can sometimes be incredibly complicated but you can get off to a good start with this handy checklist.
Positive reviews are a great way of getting more business. Use our free review email generator to approach your customers.
There are lots of different CRM (customer relationship management) systems out there. Our cheat sheet helps you the pick the best one.
Creating a press release doesn't have to be difficult. Use our PR template to properly structure your press releases.
Working with the right type of clients is an important consideration. Use this template to develop your own customer matrix.
High quality imagery doesn't have to break the bank and there are lots of free resources out there. Here are our top free stock image sites for brokers.
