Compliance support for Mortgage Firms

Supporting Mortgage Advice

The Financial Conduct Authority (FCA) is increasingly focusing on the regulation of mortgage advice, a trend that’s unlikely to subside any time soon.

Here at Bankhall, our experts are on-hand to help you manage and enhance your firm’s policies, processes and procedures in-line with regulatory requirements.

Discover our solutions, designed to give you confidence in your mortgage advice processes:

Bankhall Weekly Regulatory Update: Mortgage & Protection Edition

Delivered straight to your inbox every week, Bankhall helps you keep up-to-date with the latest regulatory and legislative developments in the mortgage market.

Mortgage events

From our hugely popular Mortgage Extra Live series to dedicated Virtual Skills Workshops on the mortgage advice process, Bankhall gives you access to a wide range of learning events tailored to mortgage advisers.

Learning and development for mortgage advisers

Bankhall gives you access to a huge variety of mortgage-focused training and educational resources via Your Learning Hub, from articles and videos to tests and mock exams.

Regulatory expertise

Our teams of regulatory experts work with you to help you understand your regulatory obligations, and to adapt to change. We’ll work with you to develop and deliver the processes that will help your firm demonstrate compliance while streamlining your business model.

Bespoke Solutions for mortgage firms

In addition to our wide range of tailored support services, you can choose to work with Bankhall’s regulatory consultants on a bespoke basis. If your firm is embarking on a new strategic direction or requires outside support for a large-scale project such as an acquisition or past business review, our consultants will work with you to design, implement and monitor the right solution for you.

Increase your access to the mortgage, protection and GI markets

One of the UK’s largest mortgage clubs, PMS supports you to grow and evolve.

Get access to the products, services and support you need to provide the best possible solutions for your customers, to enhance the resilience of your business, and to keep-up with the latest market trends.

Mortgage sourcing solutions from IRESS

Enjoy discounted access to Trigold Prospector and Xplan Mortgage, the market-leading mortgage sourcing tools from IRESS, to provide end-to-end mortgage advice for your customers.

Multi-platform mortgage sourcing from Twenty7Tec

We've partnered with Twenty7Tec to give you access to their award-winning multi-platform sourcing systems, MortgageSource and MortgageApply at a market-leading 50% discounted rate of £10 a month.

Online and offline sourcing and CRM system

Get ultimate affordability, criteria and product sourcing solutions from Mortgage Brain

With award-winning technology supplying both online and offline sourcing and CRM systems, MortgageBrain is the preferred choice for more and more advisers looking for the best solution for their firm.

Get in touch

To find out more about how you could benefit from Bankhall’s mortgage expertise, and to talk to us about your specific requirements, call us today on 0345 300 5326, or email the team at [email protected]

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