This podcast is for mortgage brokers and estate agents focusing on how they and their clients can benefit from this unique wills, LPA, and estate planning referral platform via My Legal Club.

The interview featuring Michael O'Brien and Sean Rogers touches on FCA Consumer Duty, retaining clients, client security, why wills and estate planning should be integrated within your fact find / client onboarding journey, wills, LPAs, and how the process works in respect of making referrals and the journey thereafter.

MORTGAGE BROKERS & ESTATE AGENTS CAN CHECK OUT OUR CONVEYANCING AND WILLS REFERRAL PORTAL FREE HERE:

https://bit.ly/3MQbBjF

Why have 100's of mortgage brokers and estate agents switched to My Legal Club?

- 5* Service & communication focused

- Conveyancing firms cherry-picked

- Fee earners in each firm pre-vetted, interviewed, and ring-fenced for you

- Updates include "what is outstanding and from whom" without you needing to ask

- Higher referral fees available & faster payment service assisting cashflow

- Stringent SLA's signed by the conveyancing firms and available to view in our portal to remove any grey areas if service is questioned

- Mediation service for clients if any issues occur with a 5* hands-on support service if and when challenges arise

- Compliance & brand protection

CHECK OUT MORE VIDEOS/PODCASTS/CONTENT FOR MORTGAGE BROKERS AND ESTATE AGENTS

- On the My Legal Club website: https://mylegalclub.co.uk/news/

- On our YouTube channel: @mylegalclublimited

#mortgagebroker #mortgagebrokers #intermediaries #estateagent

The content of the show is for information purposes only, does not constitute advice, and is aimed at experienced regulated professionals in their field.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT. IF YOU ARE THINKING OF CONSOLIDATING EXISTING BORROWING YOU SHOULD BE AWARE THAT YOU MAY BE EXTENDING THE TERMS OF THE DEBT AND INCREASING THE TOTAL AMOUNT YOU REPAY. SOME BUY-TO-LET MORTGAGES ARE NOT REGULATED BY THE FCA. EQUITY RELEASED FROM YOUR HOME WILL ALSO BE SECURED AGAINST IT.

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