Category: Mortgage adviser

Self-Employed Mortgage Cases with tax returns, accounts, bank statements and proof of income on a professional desk.

Self-Employment Mortgages

April 30, 2023

Mortgage Packaging for Brokers hero image showing a broker meeting with clients and a five-step packaging process: submit your case, case assessment, packaging and preparation, lender submission, and completion and support.

Mortgage Packaging for Brokers

April 10, 2023

How Mortgage Advisers Generated Leads in 2022

December 30, 2022

Mortgage Adviser Challenges represented by strategic planning blocks, compliance icons and a clear path towards business goals.

Mortgage Adviser Challenges in 2022: A Market Review

December 30, 2022

Mortgage Adviser Visibility represented through professional mortgage planning tools, property icons and financial guidance symbols.

Mortgage Adviser Visibility: A Network Growth Asset

January 10, 2022

What is a Whole-of-Market Mortgage Broker? Mortgage adviser comparing lender options with clients using a laptop, property model and mortgage documents.

What is a Whole-of-Market Mortgage Broker?

October 19, 2021

Why Connect is a Network to Consider, with adviser support, compliance, technology, lender access and business growth.

What Connect Network’s 2021 Recognition Meant for Advisers

September 22, 2021

Bank of Mum and Dad mortgage support represented by a house model, savings pot, keys and family support icon.

Bank of Mum and Dad: Gifted Deposit Checks for Advisers

September 21, 2021

What Clients Expected From Financial Advisers, illustrated through mortgage, savings, protection and financial planning icons.

What Clients Expected From Financial Advisers

September 30, 2020

Property Tax Changes in 2020, including Stamp Duty, Capital Gains Tax, rental income and buy-to-let considerations.

Property Tax Changes in 2020: A Guide for Mortgage Brokers

September 28, 2020