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The broker's handbook

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An Essential Resource for Mortgage Brokers

Your Essential Guide to Navigating the Mortgage Industry

Starting out or returning to the mortgage industry? ‘The Broker’s Handbook’ is your comprehensive guide to building a strong foundation in your career. Whether you're a new broker or returning to the field, this resource provides actionable strategies, industry insights and key skills to help you succeed.

Gain the confidence and expertise needed to thrive in your first 90 days and beyond.

What you will learn:

  • A structured plan for your first 90 days.
  • Key industry knowledge and skills.
  • Strategies for generating and managing client leads.
  • Tools to maintain resilience and wellbeing.
..and more!

And don’t forget to subscribe to our live, on-demand Growth Series Library for regular updates, insights and guidance you can share with your clients.

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

 

Download The Broker's Handbook

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Growth Series Feedback

What is good about the growth series communications is that I feel they are unique from what other lenders are doing. You’re not just pushing your own products, but you are genuinely providing tools which can help us brokers develop our own business, primarily through growing our client banks. It’s a great source of information, primarily marketing based information, which has been created by a lender who clearly understands the needs of us brokers.

Rob Chart, The Finance Planning Group Limited

The whole Growth Series is absolutely invaluable, so thank you for putting this together.

Beth Coupe, White Mortgages Ltd

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, MAB

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 available 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

I just wished to feedback and say thanks, to you and the team at Accord for the ‘Growth Series’. It as a great development and offers a comprehensive overview on a number of very useful topics. It has helped me remain relevant as a Mortgage Adviser over the last twelve months and allowed my new business levels to grow during the pandemic. The ability to listen to Podcast while continue to work is pertinent for this day and age.

Nick Mills, Mortgage Advisor, RPUK Ltd, Stone, Staffordshire

I'm always super impressed with how engaging Accord are in trying to drive their broker's businesses forward... The Growth Series is really really informative...

Chris Schutrups, Founder and Director, The Mortgage Hut