Paul Archer's Mortgage Lunchtime Livestream
222 episodes - English - Latest episode: over 1 year ago -Weekly updates on all things mortgages for the professional UK mortgage adviser
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Episodes
10 Online Video Meeting Tips
March 24, 2020 18:31I spend around 75% of my time online, on video, with clients either live or recorded. I've been conducting business this way ever since we came out of the financial crash in 2012 and fully expected this to continue unabated. The percentage may increase as the world of Virtual Reality and Augmented Reality comes tumbling in. So I've made all Continue Reading
How to Pivot to an Online Mortgage Broking Business
March 16, 2020 15:51Paul spends 15 minutes on video showing you how you can pivot your face to face mortgage broking model to an online reincarnation to protect your business in the next couple of months and beyond. Paul's been operating virtually for a number of years' now and shares his best practice.
How to Buy and Handle Online Mortgage Leads
March 09, 2020 17:58A short video clip, explaining how online mortgage leads work and how you can maximise success in turning these into business.
Artificial Intelligence Game Changer for Advisers
November 22, 2019 12:38Artificial Intelligence, AI, robos – conjure fear in many advisers, and rightfully so, as they think they’ll be losing their living. The best tech is used when a human is involved; they work better in harmony. Progressive advisers are now using advanced thinking tech in many ways: Using AI to organise the repetitive task of scheduling meetings Improving their self-development Continue Reading
10 Factfinding Tips
November 18, 2019 16:24If you’re in the business of factfinding or exploring the needs of your customer before you give them advice or a recommendation, here’s 10 quick tips to use as an MOT or checkup: Focus on your non-verbals – your eye contact needs to be strong or appropriate for the customer, open body, gestures when talking. Use your head when listening Continue Reading
CeMAP Bootcamp Livestream 2019 November 11 Podcast
November 11, 2019 13:20Today Paul talks about Moodys downgrading the UK and how this affects mortgages, some excellent business-building ideas in the equity release market, some studying tips - knowing the difference between memorising and understanding plus some general hints on using the Bootcamp and the VARK learning styles. All in 24 minutes or so. PlayPauseStopMute
Middle Aged Lending
November 11, 2019 11:19Many of us have heard of the title “Later Life Lending” with the needs of raising equity or boosting finance way into retirement but have you heard the phrase “Middle-Aged Lending”? Who you determine as middle-aged is entirely up to you, you might offend your customer with this title. Many bought property and sold a few times during the 1980’s Continue Reading
CeMAP Bootcamp Livestream 2019 November 05 Podcast
November 05, 2019 14:47Today Paul talks about Mothercare and CVAs, Annuities, exchange rates and a little story to help you in your mortgage business relating to a compass for 20 minutes or so. https://www.archertraining.co.uk/CeMAP_Bootcamp.html PlayPauseStopMute
Brexit and our Balance of Payments
October 31, 2019 15:43The Balance of Payments is a weighing scale that always balances; it has to. It's about payments of money to the UK and from it. Payments going out are import costs and payments coming in are export receipts. For example, I'm buying a new car, a Mitsubishi which is imported from Japan, so 20 grand will head it's way to the Land of Continue Reading
CeMAP Bootcamp Livestream 2019 October 22 Podcast
October 22, 2019 11:24Paul at https://www.archertraining.co.uk/CeMAP_Bootcamp.html talks for 23 minutes on some updates involving Zombie firms, Facebook's Libra and the Pension's Dashboard. Then a clip on BCOBs and Help to Buy - the rise, fall and demise. All good. PlayPauseStopMute
How the Banks are Monitored
October 21, 2019 16:50Banks are deposit takers and handle billions of pounds of our money. It's this area of their business that we going to look at how they are monitored not the other areas which fall under the Financial Conduct Authority such as lending and financial advice. Banking Conduct of Business Rules Firstly the BCOBS – or Banking Conduct of Business Rules Continue Reading
CeMAP Bootcamp Livestream 2019 October 15 Podcast
October 15, 2019 19:32Paul at https://www.archertraining.co.uk/CeMAP_Bootcamp.html talks for 22 minutes on some updates, an important clip on the Basel Accords and Paul promises this is interesting and he finishes this weeks' livestream off with a sales tip on making sure you don't put your client to sleep. PlayPauseStopMute
The Basel Accords Made Simple
October 14, 2019 18:30“Basil?” “Yes, Sybil” always reminds me of these rules but they’re nothing to do with hoteliers in Torquay, more to do with overcooked bank lending. Basel, in Switzerland, is where the famous accords were agreed, a committee set up to decide how much capital banks needed to lend safely. The UK got on board with the accords along with other Continue Reading
CeMAP Bootcamp Livestream 2019 October 08 Podcast
October 08, 2019 12:11Paul at https://www.archertraining.co.uk/CeMAP_Bootcamp.html talks for 20 minutes on Monetarist and Fiscal policies and the forthcoming changes in CGT on second properties. Plus he thinks Julie Paige should be rescued from Tunisia by the British Government, as she's one of the last Thomas Cook passengers to be repatriated. PlayPauseStopMute
6 Insights on the State of the Mortgage Market – Autumn 2019
October 07, 2019 08:27Lender Competition If you’re in the lending business, margins are tight, thinnest they’ve been for years. There are two reasons. Competition on the supply side of mortgages is rife. Far too many specialist lenders are procuring their products to brokers, couple this with the myriad of start-ups offering faceless, app-based mortgage applications, you have a top-heavy supply of loans. Securitisations are Continue Reading
CeMAP Livestream Podcast 30th September 2019
September 30, 2019 14:52This week, Paul at https://www.archertraining.co.uk/CeMAP_Bootcamp.html spends 20 minutes talking about Later Life Lending authorisation, suitability reports and inflation. And a mention of Peanut Butter and trade wars. PlayPauseStopMute
CeMAP Livestream Podcast 23rd September 2019
September 23, 2019 13:00In this weeks' CeMAP Livestream, Paul at https://www.archertraining.co.uk/CeMAP_Bootcamp.html examines Social Housing and the changes since 1919, CVAs and Prospecting methods for mortgage brokers. PlayPauseStopMute
Planning Permission Joy
September 23, 2019 12:11Planning Permission Joy In 2013 the then Coalition Government introduced sweeping temporary changes to the planning permission regime in the country. Just last month (May 2019) the Government announced they were to become permanent. Good news for homeowners and builders about to enter a recession. The building trade is the first sector to suffer in a recession. I use the Continue Reading
Advising Insurance Contracts
September 09, 2019 12:11I’m always advising mortgage advisers to sell insurance to their clients. It’s morally correct, certainly needed by clients, not expensive and pays a commission. However, to do so, you need to ensure you’re trained with the relevant FCA permissions. We’re talking life, income protection, critical illness, and ASU policies. No hint of investment in these plans. Also, you must follow Continue Reading