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‘Protection ‘Lunch & learn’ session – how to get the best out of SolutionBuilder with iPipeline’

17 September, 2021 @ 1:30 pm - 2:30 pm

Join presenter Chantel McGill from iPipeline as she shows you some of the great features you have access to with your SolutionBuilder account.

These tools can significantly help with your protection ‘reasons why’ letters and your compliance notes.

Agenda:
1. Mortgage & risk report
2. Non-medical underwriting limits
3. Joint versus two singles
4. Compare Quality – Product Features Report and CI Expert
5. MenuBuilder
6. XRAE
7. Training & Support

Details

Date:
17 September, 2021
Time:
1:30 pm - 2:30 pm
Event Category:
Website:
https://attendee.gototraining.com/7v9g9/register/4395401501655188737?tz=Europe/London

Organiser

Connect for Intermediaries
Phone
01708 676 123
Email
helpdesk@connectbrokers.co.uk
View Organiser Website

Venue

events United Kingdom. + Google Map
View Venue Website
Keep in mind that many events have limited places and are booked on a first-come, first-serve basis. Don’t delay, book early!

IN ASSOCIATION WITH:

This site is intended for the use by intermediaries only. For mortgages and other related services please visit our main site at: connectmortgages.co.uk
Connect for Intermediaries is a trading style of Connect IFA Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 441505. The FCA do not regulate all products we offer. Privacy Policy

Commission disclosure: We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement.

Making a Complaint: It is our intention to provide you with a high level of customer service at all times. If there is an occasion when we do not meet these standards and you wish to register a complaint, please write to: Compliance Department; Connect IFA Ltd, 39 Station Lane, Hornchurch, RM12 6JL or call: 01708 676110. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service www.financial-ombudsman.org.uk