Assist our clients to improve their efficiency and increase their profits
Mortgage Paraplanning Karl Paul
Mortgage Paraplanner Services
Mortgage Paraplanner – “It Takes Me Twice As Long To Get A Case Wrong – As It Takes You To Get It Right?”
This was the response from one of our customers when we asked them what they thought of our service.
So, generally, who is this service for?
If you loathe the compliance and administrative burden of mortgages and/or protection – then this service is for you
If it seems like Regulators are on a mission to make your life more difficult – then this service is for you
If you want to make more money by freeing up time to do more mortgages – then this service is for you.
You may, of course, have your own reasons but essentially most Advisers much prefer to be doing the things that they enjoy the most – that rarely is admin and compliance tasks.
We began Mortgage Paraplanning in 2015. This came about after one of the largest networks in the UK asked us if we would consider adding this service to our existing Wealth Management service.
Mortgage Paraplanning Menu
We found that a menu based service was what people preferred and so you are able to choose (case by case) what you want us to do for you from the following:
Research (Defaqto or Trigold)
Income & Expenditure Analysis
Keying and uploading into systems
Protection Suitability and System keying
We provide an online submission and tracking system, mi-Zone, to provide a quick and efficient service. As it is a secure remote access system it meets the GDPR regulations regarding the transfer of client details, this ensures both you and we are covered.
We have no minimum case requirements or set monthly retainer fees, you use us as often as you wish, for whatever you need for each case.
Please feel free to get in touch to discuss your needs and how services can meet them. We look forward to hearing from you.
” Whilst we were unsure at first how this would go we have never looked back and shortly afterwards we added Protection to our services, again purely because we were being asked to do it”