The modern broker's guide to sourcing systems

Do you want your sourcing solutions to work harder for you?

Are you fully aware of the benefits these systems can bring to your client experience?

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If you’re stuck in a rut with your sourcing system and feel it’s getting in the way of developing your business, this guide will help you better understand the sourcing platform industry in 2019 and how it can work to your advantage.

Our guide will help you:     

  • Understand sourcing system technological development
  • Explore a comprehensive list of platforms
  • Discover how your client journey can be enhanced
  • Find out how sourcing systems can improve client retention
  • Learn how to make the most of your own system

 

With over 5,200 residential mortgage products on the market, the opportunity to master the right sourcing system is huge. Use this guide to take your business to the next level.

Find out how to start using the full power of sourcing solutions

By downloading the Growth Series’ free Sourcing Systems guide available on this website, you accept and agree YBS Group give no warranties or representations concerning the documents, and accept no liability in relation to their use.

Thanks to Accord for doing the Growth Series. I think you've done a phenomenal job covering a lot of areas that we wouldn't have necessarily considered. So, great foresight and great support! ”

Danny Belton, Head of Lender Relationships, L&G Mortgage Club

We have found the Growth Series really useful. It is great to see a lender looking to help Brokers with the everyday aspects of growing their businesses rather than focussing on ‘Correct Submission sheet’ type issues which serve to help the lender more than the Broker. ”

Stuart Powell - Shore

Online review generator - the feedback is I love it, it's easy to use and prompts a customer to leave feedback. ”

Samantha Allnutt - Howard Financial

7 things brokers can do guide - just wanted to say this is really great stuff. ”

Robert Gill - The Mortgage Factory

The #GrowthSeries podcast is great! Any broker who is looking to grow their business and embrace the tech revolution should listen to it. ”

Ashley Borland - Bright Advice

Just a quick email to say how much I’ve enjoyed listening to the Growth Series Podcasts, useful information and tips in each episode and it’s great that support like this is invaluable to us. A big thanks to Accord for this. ”

Jonathon Evans - Mortgage Advisor - Kevin Ford & Co Ltd

The topic of Professional Indemnity Insurance is being raised in more and more conversations with us currently, including spiralling costs, increases in excesses and underwriters leaving the market. Making sure your business is ready for any future challenges will be key and Accord’s “5 tips for managing the cost of professional indemnity insurance for brokers” is relevant and very sensible advice. ”

Kevin Roberts - Director L&G Mortgages

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Accord Mortgages Limited is authorised and regulated by the Financial Conduct Authority. Accord Mortgages Limited is entered in the Financial Services Register under registration number 305936. Buy to Let mortgages for business purposes are not regulated by the Financial Conduct Authority. Accord Mortgages Limited is registered in England No: 2139881. Registered Office: Yorkshire House, Yorkshire Drive, Bradford BD5 8LJ. Accord Mortgages is a registered Trade Mark of Accord Mortgages Limited.

References to 'YBS Group' or 'Yorkshire Group' refer to Yorkshire Building Society, the trading names under which it operates (Chelsea Building Society, the Chelsea, Norwich & Peterborough Building Society, N&P and Egg) and its subsidiary companies.

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