Guides
Guides for mortgage brokers.
Practical writing on the parts of a case that take the time - fact finds, evidence, consent and choosing the software around them. Written for advisers, and honest about where our own product is the wrong answer.
Is AI meeting transcription FCA compliant for mortgage advisers?What the FCA and the ICO expect when a mortgage adviser uses AI to transcribe and summarise client meetings.How to automate a mortgage fact findWhich parts of a fact find can be automated, which stay with the adviser, and how to keep a source behind every value.AI tools for UK mortgage brokersThe kinds of AI tool sold to mortgage brokers, what each does, and the questions to ask before buying.Consumer Duty file checks: what to keep on fileWhat to keep on each mortgage file to evidence suitability and the Consumer Duty outcomes, with a checklist.Do mortgage clients need to consent to a meeting being recorded?Recording a client meeting under UK GDPR: lawful basis, health data, what to tell the client, and handling a no.The UK mortgage fact find, section by sectionThe sections a UK mortgage fact find needs, what each is for, and the gaps that send cases back.Choosing mortgage broker software in the UKThe four categories of UK broker software, what each is for, and how to choose between them — including where Crestwell is the wrong answer.