John Charcol - Independent Mortgage Expertise’s Post

It was a pleasure to present at Tuesday’s webinar to the PMS network! Thank you to all who joined. Here's a recap of what we offer to our valued introducers: We offer a commission percentage to our introducers for every successful referral There is no clawback for each referral Access to whole of market, exclusive and alternative products 25 years of complex case knowledge Our expertise and passion is to help those who find it difficult to obtain protection due to a medical condition or hazardous hobby/occupation. Provide your customers with a second opinion - If you can’t write it, refer it! #Protection #writeitorreferit #PMS

It was a pleasure to present at Tuesday’s webinar to the PMS network! Thank you to all who joined. Here's a recap of what we offer to our valued introducers: We offer a commission percentage to our introducers for every successful referral There is no clawback for each referral Access to whole of market, exclusive and alternative products 25 years of complex case knowledge Our expertise and passion is to help those who find it difficult to obtain protection due to a medical condition or hazardous hobby/occupation. Provide your customers with a second opinion - If you can’t write it, refer it! #Protection #writeitorreferit #PMS

Thanks to everyone who joined yesterday! For more info on how to become a referral partner, give me a message or head to our referral webpage here: https://lnkd.in/edjxig9i. As a specialist, we can help everyone, but our real expertise is helping those who struggle to get protection due to a medical condition or hazardous occupation. We can help you with: - Reducing the backlog of protection applications  - Complex cases that require special attention  - Uncertainty about selecting the right provider for your clients  - Limited access to necessary products #WriteitorReferit #valueofprotection

It was a pleasure to present with Charlotte Harding at Tuesday’s webinar to the PMS network! Thank you to all who joined.   Here's a recap of what we offer to our valued introducers: We offer a commission percentage to our introducers for every successful referral There is no clawback for each referral Access to whole of market, exclusive and alternative products 25 years of complex case knowledge Our expertise and passion is to help those who find it difficult to obtain protection due to a medical condition or hazardous hobby/occupation. Provide your customers with a second opinion - If you can’t write it, refer it! #Protection #writeitorreferit #PMS 

We had a fantastic time hosting our referral webinar for the PMS Mortgage Club yesterday, where we discussed the benefits of referring to a specialist protection broker. If you'd like to learn more about how we can support your customers—especially with complex cases, please message Emilie Ward or Charlotte Harding. #WriteItOrReferIt #TheInsuranceSurgeryWebinar #ReferralProcess

Five Star Friday ⭐️⭐️⭐️⭐️⭐️ I love hearing how our VIP (Video in Process) system has made a real difference for our clients, transforming their mortgage experience compared to past ones. If you’re feeling left in the dark with your current lender, there’s a better way. Reach out to me, and I’ll show you how we keep communication clear and stress-free. #FiveStarFriday #ClientFeedback #HappyCustomer #ThePadleyTeam #GatewayMortgage

Today, we celebrate the dedication and hard work of everyone in the mortgage industry. From late nights to complex paperwork, we all play a crucial role in turning those “maybe someday” into “welcome home”.     To our brokers, processors, and all mortgage professionals: Your efforts make a real difference in people's lives. Let's take a moment to appreciate the impact we have 🏠🎉    #NationalMortgageBrokersDay #MortgageProfessionals #HomeownershipDreams 

Client Testimonial: Above and Beyond Service 🌟 "Tim went far out of his way to get me the information I desperately needed. The crazy part was, he wasn't even in my state! He provided the right info and even followed up with me. Being treated like I was important was great." At Tim Cranston Mortgage, every client is a priority, no matter where you are. Ready to experience exceptional service? Let's chat! #ClientTestimonial #TimCranstonMortgage #AboveAndBeyond #ExceptionalService #HomeBuyingJourney #MortgageHelp #RealEstateAdvice #ClientFirst #DreamHome #MortgageExpert

Property Fox: Empower Your Clients, Streamline Your Work Tired of drowning in mortgage paperwork? Property Fox offers comprehensive reports that: * Empower clients with clear insights * Build trust with personalized branding * Save time with automated generation * Offer actionable insights for informed decisions Enhance your client experience with Property Fox today! www.propertyfox.ai #mortgagebroker #propertyfox #mortgagereport #clientcentric #efficiency

🚨 SC Mortgage Brokers: The time is coming! 🚨 We all know the South Carolina Mortgage Log filing with the Department of Consumer Affairs is a time-consuming task — one that most of us would rather avoid. 😩 But while it might feel daunting, this report provides our state with valuable data on mortgage loan transactions. 📊 The good news? With early preparation, you can knock this out and stay focused on what you do best: Sales & taking care of our home buyers! 🏠 As you wind down the year and get into holiday mode, we have a few tips to make this reporting process a breeze: Start now! ⏳ Don’t wait until the last minute. ✔️Scrub your data for accuracy — clean data leads to a smooth submission. ✔️Build reports that are ready to export when the time comes. ✔️Submit early and get that checkmark off your list. If this report still makes you cringe 😬, let us help! BlueJ Strategies provides filing support — we’ll handle the tough stuff so you can focus on closing more deals. 💪 🔗 Connect with us to learn how we can make 2025 filing easier for you. https://lnkd.in/e6D_NhJi #MortgageIndustry #ComplianceSupport #SpringBuyingSeason #MortgageBrokers #SCSuccess #FilingTips #LoanData #ConsultingServices #LetUsHelp