In this brief blog, we are going to discuss the right mortgage.

The right mortgage

the right mortgage is a mortgage club for directly authorised firms and for appointed representatives.

If you are looking for a mortgage adviser the the right mortgage could help you find a suitable adviser. Just click here.

The Appointed representative network and DA network

The right mortgage’s network for appointed representatives training as well as compliance.

The right network and the right DA club.

Compliance

The right mortgage provides compliance training and support so you can run your business in the most compliant way possible with regular compliance updates and a help desk for any compliance questions you may have. This means you provide compliant advise and help customers achieve their financial goals without worrying about any liability.

Training

The right mortgage also provides training so that your financial advisors are always informed about the best practice when dealing with customers and you can be satisfied that you meet the regulatory obligations. The training can either be one on one, groups or online sessions.

Technology

The right mortgage has access to technology which serves to make your working life much easier and for you to remain compliant.

For the CRM systems the right mortgage use  “The Key”

They state on their website “The Key supports the sale of mortgages, insurance, life, loans and other financial products. Beautifully engineered to offer you a myriad of solutions, your client data is saved in the ‘cloud’ so you don’t have to worry if the unimaginable happened. It is integrated with MortgageBrain Anywhere, MortgageBrain Classic and MTE and appeals to ARs and DAs, estate agents, and larger brokerages.”

For protection sourcing, the right mortgage uses Solution builder.

They state on their website “ Solution Builder is a client-centric, research, quote and apply solution, which allows advisers to easily compare both simple and complex protection needs within a simplified and responsive UI. 

Providing a complete service, the solution supports single and multi-benefit products so that advisers can quickly identify the right solution, based on their client’s needs and budget. All of our members get free access to Solution Builder as part of their Network package.”

The right mortgage also use other tools such as mortgage brian, trigold, assure web and web line to help their appointed representatives run their businesses smoothly.

The mortgage panel

As of today the right mortgage has a worthy mortgage panel which includes the below.

They also have access to some semi-exclusive products.

Accord mortgages

Ahli United Bank

Aldermore mortgages

Atom bank

Bank of Ireland mortgages

The Cambridge building society

Coventry for intermediaries

Barclays mortgages

BM solutions for mortgages

Darlington building society

Chorley building society

Fleet mortgages

Halifax mortgages

You can find a more extensive list of mortgage lenders which you can access through the right mortgage here.

You can start the process to join the right mortgage from here.

You can contact the right mortgage on 01564 732 744.

In this brief guide we discussed the right mortgage, If you have any questions or comments, please let us know.

If you need financial advice and you live in the UK then you could contact the Money Advice service over the phone or via chat for impartial advice.

You can also contact the debt charity “Step Change” if you are in debt and need help.


John has 22 years of experience in financial services. This spans across financial research, financial services (As a qualified mortgage broker and underwriter), financial trading and sales at global investment banks. While working as a publishing research analyst, he covered European bank credit and advised institutional clients on investment strategies at both JP Morgan and Societe Generale. John has passed all three levels of the CFA (Chartered Financial Analyst) programme.