For other brokers working with similar cases, there are three things that are vital.
First, your own experience as an adviser will help you understand which lenders are more likely to look at a case than others, helping you narrow down your search.
Having access to really good technology and understanding how to use it is important too. Whether that be understanding sourcing tools and customer relationship management systems or how you can drill down into their circumstances and find lenders that will look at that particular case.
Lastly, drawing on support from your club's help desk in order to address issues such as compliance, for example, makes a real difference.
TMA builds a rapport with each of their brokers and that makes it much easier to discuss difficult client circumstances and help find a solution that works.
Lucy Billingham is a mortgage, insurance and equity release specialist and head of compliance at Orchard Financial Advisers
