Just an update
What to expect post training – keep an eye on your inbox
Our Smartr365 training is well under way, with 14 sessions of training completed already.
For those that have just come off training, or for those about to embark on their training here, is what happens once you have finished your 2 day initial training:
You will receive an email from Jessica Brome, a few days after your 2 day training – this email is very important (so please read it) as it will contain:
Your go live date.
Details of the Smartr Webinar training sessions including links, which will cover: Smartr Retain, Client Portal, Introducer portal and a separate session on Administration. Q&A Webinar link – these drop in sessions will run every week up to the end of November.
Link to My Learning Space to access to all user guides. Details on support lines for Smartr and Openwork. Reminder on OWS process for “in progress” cases.
To learn the full capabilities of Smartr365 we strongly advise you to attend the above mentioned webinars (but only once you have completed your 2 day formal training)
Refer a survey and earn £75!
Who needs a Survey?
Anyone buying a house should consider getting a survey. Some mortgages are offered without a surveyor inspecting a property, with the mortgage decision being determined by an automated or desktop method. A mortgage lender’s valuation report is purely for the lender and not the customer, it is not a survey. Many lenders no longer offer surveys for their customers
Customers can know about potential problems upfront rather than uncover expensive surprises after they have moved in.
What Survey am I referring for?
Level 2 Survey
The RICS Level 2 Survey previously known as a RICS Homebuyers Report is the traditional mid-range level survey. This report is now available with or without a valuation for clients purchasing a property without a mortgage and where a mortgage valuation is also needed. This survey includes a physical inspection of the property covering as much of the property as is physically accessible and provides a report based on the inspection including the condition of internal and external elements. No testing is conducted.
How do I refer for a Survey?
Simply, send an email to Referrals@valunation.com
Please ensure you head the email with “New Survey or Valuation Referral”
In order for the Valunation Team to proceed, the following information MUST be included in your email: Contact Name for the Referral
1. Contact Number 2. Email address 3. Type of survey they are interested in 4. You will receive payments one month following the completion of the survey, e.g. job completed in October, payment will be made in November.
Register for the Brightstar Specialist Lending EXPO
You are invited to the Brightstar Specialist Lending EXPO on Wednesday 13th November!
Brightstar in partnership with OSB Group have extended an invitation to every advisor at Just Mortgages to attend this CPD supported event. With the vast majority of the specialist lending sector in attendance, it’s an event not to be missed. There will be:
Breakfast and Networking
18 Lender Exhibitors
2 VIP Guest Speakers
2 Industry Panel Debates
Paymentshield partner update October 2024
LV=Broker change to Allianz and UKG become Bspoke
Paymentshield are thrilled to share some exciting updates to their panel.
Panel insurer LV= Broker has rebranded to Allianz, and UKG has transitioned to Bspoke.
While the names may have changed, rest assured that both insurers will continue to provide you with the same high-quality products and exceptional service you’ve come to rely on.
This rebranding marks a new chapter in their journeys, reflecting their commitment to innovation and excellence. With Allianz and Bspoke, you can expect even more support tailored to meet your evolving needs as advisers.
Paymentshield look forward to continuing their partnership with both Allianz and Bspoke.
For more information on the Paymentshield insurer panel please visit Paymentshield’s insurer pages
Our Digital Marketing team have put together the below informative guide that hopes to guide your clients through the vagaries of the home buying process!
Available now to download for both Just Mortgages Branded advisors AND a white label version for own brand advisors.
Get your copy by visiting SPOS HERE and it can be found in the “Digital Literature” section.
Metro Bank – Joint Borrower Sole
Proprietor Webinars
The next Metro Bank Talks will focus on its recently enhanced Joint Borrower Sole Proprietor (JBSP) proposition and income requirements to help with affordability and maximise the income Metro Bank can use for your customer.
Metro Bank Talks… JBSP and maximising incomes
Tuesday 15 October | 9.30am – 9.45am: Register now
Tuesday 15 October | 2pm – 2.15pm: Register now
Thursday 17 October | 9.30am – 9.45am: Register now
Thursday 17 October | 2pm – 2.15pm: Register now
Our panel of lenders gives you access to the biggest names in the intermediary mortgage market.
With a comprehensive range of mortgage products to meet the needs of your clients – from high street lenders, regional building societies and intermediary only lenders – we’ve got it covered.
Whether it’s residential, specialist or Buy to Let, our robust mortgage lender panel offers a combination of choice and stability.
Our Mortgage Lender brochure gives you all of the background information you need on our extensive panel of lenders. View and download the new and updated brochure here.