. Source suitable mortgage products based on client requirement and eligibility.
. Deal with lenders regarding a client's application.
. Instruct solicitors (if requested) to undertake legal work.
. Source suitable insurance products based on client requirements and eligibility.
. Liase with suitable insurance companies when required.
. Ensure conformance to all legal requirements.
. Advise clients on the different mortgage products and recommend such products based on client preferences and requirements.
. Provide customer care and support throughout the mortgage term.
. Advise clients on mortgage protection and general financial security.
. Organise and administer initial client applications and required documentation.