Unlocking New Sales Opportunities
Schedule
Tue Dec 03 2024 at 08:30 am to 11:00 am
UTC+00:00Location
Rothamsted Research | Harpenden, EN
About this Event
This Broker Boost Initiative breakfast workshop will help mortgage brokers unlock sales opportunities from their existing client banck, and help find new clients too.
The session begins with a networking breakfast, followed by a panel dicussion and then quick-fire roundtables.
1. Panel Discussion
Jeff Knight (Broker Boost Initiative) will lead the conversation about how to adapt to a market where mainstream and specialist mortgages are converging fast. We will discuss how to be client led and how to unlock opportunities from the specialist mortgage sector. The focus will be on how to unearth opportunities from:
Existing clients
More referrals
New clients
2. Roundtable Discussion
Brokers will then spend 7 to 10 mins on different tables, led by our speakers, discussing:
How to spot a bridging client (KSEYE)
Spotting complex circumstances for BTL or bridging clients (Market Financial Solutions)
Who might be your complex income clients (Harpenden BS)
When to talk to clients about Second Charges (Loans Warehouse)
Where is it happening?
Rothamsted Research, Glynn & Warrington Suite, Harpenden, United KingdomEvent Location & Nearby Stays:
USD 0.00