How to have a Conversational Mortgage Factfind

If you’re in the business of giving mortgage advice, you know that it’s tightly regulated to ensure the customer is advised on the most appropriate solution based upon their needs. And that’s the absolutely right thing to do. The problem is that firms and individuals who are tasked with this “advice risk” don’t want to get it wrong and be sued later with a visit from the Financial Ombudsman Service. So they’ve tightened the process almost to the extent of scripting questions to ask. The consequence is a torrid experience…

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