Welcome to our vibrant community where work transcends the mundane, and colleagues become companions on a shared journey.
Synergy
We’re cultivating a team of individuals who find joy in their work and each other’s company, fostering a tribe of professionals dedicated to mutual success. We’re not just seeking employees; we’re building a community where genuine contributions to the company’s success are valued, and in return, we strive to contribute to each individual’s success. If you are just seeking a pay cheque, then we are not the right fit for you.
We encourage thoughts, expertise, and even personal goals to be shared. Your voice matters, and we want to hear it, as we believe everyone should be valued. We’re the antithesis of the cutthroat corporate sales environment. We’re on the lookout for genuine individuals who bring honesty, integrity, and professionalism to the table, each with their unique touch of personality.
Here’s a glimpse of the positions we’re offering:
- Mortgage & protection advisers – Employed / Self-employed
- Underwriters
- Administration staff
- Appointed Representative companies.
Operational USP’s
Our customised systems frequently streamline the workload for brokers and staff, resulting in a significant number of hours saved per case. The specialised nature of the process allows brokers to focus on their strengths, such as acquiring new business, while underwriters can dedicate their expertise to the administration, underwriting, and submission of cases.
Below is a non-extensive list of some of our operational USP’s.
Expedite case sourcing with our master criteria matrix, facilitating faster case recommendations.
Our innovative approach allows the completion of suitability reports in just 2 minutes, a significant time-saving compared to the traditional 20+-minute process.
Our systems offer flexibility with data collection, allowing users to choose between paper-based forms, digital PDFs, or online portal forms. This ensures a streamlined process, enabling users to complete forms quickly over the phone or at their own convenience
Our Fact Finds integrate with debt consolidation calculators where reports are often a compliance requirement. There is no need to key information twice or calculate it manually, saving staff a huge amount of time.
Access specialised tools, such as a document checklist generator responsive to specific case types and criteria, to enhance efficiency in handling cases. The applicant checklist is accessible to all with many features, one being end dates allowing you to see at a glance what documents have expired rather than going into a case file.
Our CRM system offers pre-set email templates and automates email communication and task management, enhancing efficiency and reducing manual workload.
Independent brokers have the privilege of utilising their personal internal portals. We provide this to enable brokers to view their cases, track product expiration dates, and assess potential commission earnings. Even though they are firmly integrated into the company, their clients belong exclusively to them. In the event that they decide to part ways, our aim is to facilitate a seamless departure and typically, their databases are more organised than when they initially joined.
Our support and promise to you
We prioritise reciprocity and eschew outdated norms in favour of embracing innovative approaches. We deeply appreciate our team members, recognising them as integral people that drive our success. Consequently, we are committed to providing substantial support to help them achieve their professional and personal aspirations.
While the details of the support provided vary based on each specific role and would necessitate further discussion, here are some general approaches through which we aim to support across all positions:
Career Path Planning
We assess your current position and your desired destination, offering guidance on achieving your long-term goals. By identifying your aspirations, we can establish milestones and provide clear pathways and criteria for attaining them.
In consideration of this, we will deliver initial training as anticipated, covering mortgage regulations, ethical standards, customer service, and any specific skills required for the role, including the use of our systems. Handbooks, videos, and guides will be readily available to support your learning process.
Subsequently, we will develop personalised training and development plans to enhance your skills and knowledge in your designated role, aligning with the established milestones. Access to online courses, workshops, and conferences will be made available.
Flexible Work Arrangements
We acknowledge that every individual has unique personal and professional aspirations, and by providing options such as flexible work schedules, remote work opportunities, and compressed workweeks, we empower our employees to manage their commitments effectively. Additionally, we champion the concept of Work-Life Integration, recognising the diverse responsibilities our team members hold outside of work. Our organisation values and encourages the seamless blending of work and personal life, ensuring that our employees can pursue their ambitions without compromising their overall well-being.
At our company, we understand the significance of achieving a harmonious work-life balance, and we actively promote a workplace culture that aligns with this philosophy. Our commitment to fostering a supportive environment is evident through our actions.
We respect that each person has unique aspirations. Our flexible work arrangements, remote options, and compressed workweeks empower you to manage your commitments effectively. We champion Work-Life Integration, acknowledging and supporting the diverse responsibilities our team members hold outside of work.
Ongoing Support
Community collaboration is often undervalued but we understand the true value of this. Given the diverse backgrounds of individuals in similar positions, such as employed professionals, self-employed staff, and business owners, you’ll have the opportunity to tap into a collective pool of expertise. Our community members understand that success is not a zero-sum game—another person’s achievements do not hinder your potential for success.
Whilst community collaboration is one way of absorbing information, there are other structured ways, such as case checks. Our online system logs cases and queues them up for independent reviews. Once the reviews are undertaken, valuable feedback is provided to help support continuous improvement, the independent reviews will provide guidance on advice, compliance, and documentation, the key areas of a mortgage case.
Our workplace is designed to provide a sense of comfort and fulfilment, creating an environment where everyone receives the support they need to thrive. Together, we cultivate a culture that values collaboration, encouragement, and professional growth, ensuring a supportive atmosphere for both personal and team success.
Contact Us
We`re here to support you.
At the Mortgage Collective you will get a dedicated adviser that is CeMAP qualified who will help you throughout the entire process. They will take time to understand your circumstances and provide advice that right for you.
0203 923 9333
brokers@mortgagecollective.co.uk
