Richard Angliss. Home Buyer Systems The ‘Next Generation’ Sourcing System. Product Overview. What is a Next Generation Sourcing System? It is simply what established sourcing systems should have evolved into, driven by regulation For both Mortgages and General Insurance. FSA Regulation.
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Home Buyer Systems
The ‘Next Generation’
What is a Next Generation Sourcing System?
What Is the FSA’s Prime Objective?:
How Does It Do This?:
How do they expect Principals to manage it ?
What Do Regulated Firms Have To Do?:
A System For Industry Professionals by Industry Professionals
"This is the type of system all brokers need to ensure compliance and reduce the risks of giving advice in a regulated environment“
- Frank Eve, Managing Director, Frank Eve Consulting
What are the key components?
Point of Sale System must have:
Customer Relationship Management
Sourcing and Research
Tick Box Compliance
Tick Box Compliance
“Home Buyer certainly assists the professional status of the advisor, and therefore their reputation. Home Buyer’s honest and trust worthy approach underlines their integrity, and the get up and go attitude screams of a dynamic approach to business. They have certainly exceeded my expectations”
Lloyd Richards– Managing Director, LPR Mortgages
Training and Competence Modules
Compliance Monitoring needs to be able to check for:
Early Warning System
Embedded Treating Customers Fairly (TCF). Which Means:
Follow Up Management
Key To Demonstrate Management:
Reports Statistics and Risks
Generation of Management Information
Graphical Representation of MI
Need to be able to store for each AR:
All of this needs to be easily accessible for audit
System Produced Documents
Browse Lender Products
View Lenders Website
Access Lenders KFI’s
A TOTAL SOLUTION
FOR THE NEW GI &
The Next Generation