Knowledge Centre

A broker's guide to thriving on social media

Get social media ready with our latest guide, packed full of helpful tips and insights to help you harness the power of socials.

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Supporting clients with vulnerabilities

The FCA says around half of UK adults have one or more characteristics of vulnerability. Our guide explains how to help your clients.

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Future-proofing Buy to Let investments: the end of leasehold flats

The government’s legislation to ban new leasehold flats, marks a major shift in property ownership, replacing leasehold with commonhold. Understanding these shifts will be crucial for brokers to support clients as they future proof their property portfolios.

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Supporting landlords operating past and approaching retirement

There’s a growing number of landlords in the UK today who are navigating the Buy to Let (BTL) market in their later years. So, how can brokers help landlords enter this new retirement phase?

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How to become social media savvy

Social media is fast becoming a marketing and communications tool you simply cannot ignore. So, how can you effectively use social media for lead generation, client engagement, and as a tool to showcase market expertise?

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The First Time Buyer Economy 2023/24 Edition

Take a look at our first time buyer report to gain a better understanding of the dynamics in the FTB housing market, including data and insights to help support your future homeowners.

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Reigniting the buzz of buying a home

First time buyers face many challenges, from rising house prices to confusing government support. As a broker, your knowledge is crucial in simplifying and bringing excitement back into the process.

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Overcoming barriers to green home improvements

Your clients may feel overwhelmed or confused when considering green home improvements. This blog, offers practical tips and tools to help you guide your clients in overcoming these challenges.

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Product transfers: Why are brokers key?

With a large number of maturities expected this year, the need for advice will be more important than ever.

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Regional differences impacting first time buyers

Following on from our research into the first time buyer economy read about the regional factors impacting first time buyers.

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How to prevent mortgage fraud - a broker's guide

Take a look inside our guide to find helpful tips and reminders to protect your business and your clients from potential mortgage fraud.

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Why the green agenda will shape the future of housing: Part one

We explore consumer demand for sustainability, how you can keep pace and retain clients and the role of the housing sector on UK emissions.

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Why the green agenda will shape the future of housing: Part two

What steps need to be taken to overcome the barriers to improving energy efficiency and to create a greener housing market for all? And how can those of us in the mortgage market help to create a more sustainable future?

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Green shoots for a more sustainable future: What action on housing is needed in 2024?

Reaching net zero by 2050 is a priority if we are to get a grip on preventing climate change, and as a B Corp organisation that is committed to ‘going green’, we welcome the government’s latest announcement at the conference of a £1.6bn fund for climate projects.

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New build client guide

To help guide clients purchasing a new build property, download our new build guide that maps out the entire journey.

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First time buyer client guide

As a broker you play a huge role in making the dream of owing a home a reality. To help we’ve created a handy guide for you to give to your clients who need that extra support.

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What are Offset mortgages and who are they best suited to?

Ben Williams, Corporate Relationship Manager, explains how your clients could benefit from an Offset mortgage and how they work. Follow the link within the article to claim your CPD points.

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Helping clients to avoid green scams

Read about common scams targeting those who are looking to make their property more ‘Green’ and learn how your clients can avoid falling victim.

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An opportunity for brokers to support clients in new ways

One size doesn’t always fit all. What’s important to them? Offer flexibility, incentives, service?

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Demystifying green Mortgages

Why are there so many green products on the market? We look at why lenders are focusing on green initiatives and why they’re here to stay.

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Broker’s handbook on green homes

Find out everything you need to know about green homes, retrofit and technologies in the Green Finance Institute’s broker handbook.

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How we aim to achieve our net zero plan

This article explores our aim to have a mortgage portfolio with an average EPC rating of C by 2040 as part of our net zero plan.

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Beyond the bricks: what does a green housing market really look like?

Understand how to position green home improvement products to your clients in line with borrower opinion and demand. Our green housing report highlights key trends and attitudes towards making homes more sustainable.

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Remain experts for first time buyers

This generation of FTBs is very tech-savvy, but real broker advice is still vital. Find out how you can stay top of mind at all times.

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First time buyer affordability help

Buying a property can be daunting for FTBs. Help get new borrowers onto the housing ladder and improve your business portfolio.

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Navigating new build complexities

Advising on new builds comes with sets of challenges and complexities for brokers. Explore what to consider when advising your clients.

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Act now to help your remortgage clients

Adapting to changing customer habits and keeping up with evolving market trends are just some of the ways you can support your clients.

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Our tips on retaining your clients

Maintaining communication with clients and creating long-term relationships with them so they keep coming back is more vital than ever.

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Green mortgage guidance for clients

In this article, Jonathan Stinton, Head of Intermediary Relationships explores how brokers can help their clients with green mortgages.

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Advising next gen first time buyers

In this Best Advice article, Jonathon Stinton, Head of Intermediary Relationships, discusses engaging with a tech minded generation.

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De-mystifying offset mortgages – part 1

In this article Jonathan Stinton, Head of Intermediary Relationships, lifts the lid on offset products.

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De-mystifying offset mortgages – part 2

In this second article Jonathan Stinton, Head of Intermediary Relationships, busts more myths about offset mortgages.

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