Vantage
For advisers who are directly authorised by the FSA, but wish to use our mortgage club, and access our compliance and business support services.
Our Vantage service includes:
Mortgage Club
What will we provide?
- Dedicated Broker Desk – including criteria matching, rate chasing, new product updates
and expert help with difficult cases
- Access to our general insurance referral service
- Access to a “whole of market” lender panel
- Exclusive mortgage products negotiated with market leading lenders
- Enhanced procuration fees - payable within 48 hours of completion
- Access to our Broker Zone website
Fusion IT System
Fusion is a leading edge customer management system that provides fully integrated processing capabilities for mortgages, life, critical illness, payment protection, buildings and contents insurance.
- Trigold sourcing or Mortgage Brain can be integrated
- Inbuilt compliance procedures
- Source, fact find and submit business to a wide range of providers from a single website
- Downloadable onto a laptop to enable off-line working – such as on client visits
Training and Development
- Ongoing support from a dedicated Training
& Development Manager
- Marketing Support
- Online CPD
- IT training – Fusion, mortgage sourcing, life insurance and general insurance
- Branded Adviser website
Compliance
- Comprehensive procedures and documentation to meet FSA requirements
- FSA compliance assistance
- Adviser and supervisor training and competence support – this is included with Spirit membership and is available to Vantage members at an additional cost to their network fees.
To see an overview of the various benefits and services offered to each membership, take a look at our
Membership Benefits Summary Chart.
For more details on how Mortgage Intelligence can help your business succeed,
register your interest and we will contact you shortly.