0800 999 3939
Mortgage Adviser Excellence
0800 999 3939

Introduction to the Sales & Marketing course

As a self-employed Mortgage Consultant, your earning potential is much higher compared to working for a mortgage brokerage. This Access Financial Services Sales & Marketing Course will give you the necessary skills to start your own mortgage brokerage.

Each year in the UK, more than 500,000 people start a business of their own. Some survive, many don't. Some people who start a business are natural-born entrepreneurs with a fantastic idea they turn into a successful new venture.

Many want to earn more money or be their own boss. Some seek greater flexibility or a more favourable work-life balance.   Many simply have no alternative, perhaps after being made redundant as banks and building societies continue to shed advisers.

Starting a mortgage business can provide you with a more rewarding life, but requires careful planning to succeed. To get started you'll need a good business plan. You'll also need a brand, a name and competitor knowledge. You'll need to understand your costs before you get going, and manage your finances once you've started your business.

When you're starting a business, taking care of these key start-up tasks properly, and in the right sequence, can help boost your chances of success and get your new venture off to a great start

Business plan

Our Sales & Marketing Course starts with the essential building blocks to any business – a plan! Here are just some of the issues we address:

  • Just what capital you will need to start
  • Network and Regulatory Fees
  • When you can anticipate receiving your first fees and commissions
  • Creating a brand that people will trust
  • How and where to market your business

Digital Marketing

Most people looking for a product or service will now search the internet before doing anything else, but if they complete a Google search for mortgage advice, will they find your website and even if it is listed on the first page, what will make them click through to your website?

The answers to these questions are in fact quite simple, once you know how it’s done. For example, lets imagine we have a first-time buyer living in Southampton looking for mortgage advice locally, it’s possible to create a Google AdWords campaign that includes the search words ‘Southampton’ ‘mortgage’ ‘advice’. Why don’t you complete this search on Google and see what results you get?

If you had an active Google AdWords campaign which include these three words, you will almost certainly appear on the first page results and you could be first. Now imagine adding further mortgage adviser/broker/consultant words always including the word Southampton. Now start adding more locations that are within commuting distance.

We’ll show you how to build these campaigns and how to create professional ads that result in clicks to your website.

Website design

Have you ever wondered why some people working in sales are much more successful than others? With mortgage advisers, it’s no different, you will have the high achievers and others who never take flight.

Just as you must study for your CeMAP qualifications, the necessary sales skills can be learnt and applied to mortgage advice.

On our Induction Course, will give you an introduction to how you can develop the necessary skills to write more mortgage business. We also offer a dedicated Sales and Marketing Course which is totally focused on developing your income potential.

Mortgage sourcing

Access Financial Services’s client management software integrates seamlessly into our mortgage sourcing software. It will automatically add mortgage and protection illustrations to each client file, evidencing your research and compliance.

  • Accurate Mortgage & Secured Loan Sourcing
  • Real Time Product Updates
  • Advanced Results Filtering
  • All Illustrations and Compliance documents created within the software

Social Media

You may have heard the phrase ‘web snobbery’, a potential client will review your website before contacting you, if your website exudes professionalism, confidence, is easy to navigate and tells them exactly what services you provide, you have a much better chance of clients engaging with you.

Your website is also classed as a financial promotion and therefore must be complaint. At Access Financial Services, our web designers can build an individual website which is both professional and compliant.


Business networking tips, techniques for networking events and networking websites

Business networking is an effective low-cost marketing method for developing sales opportunities and contacts, based on referrals and introductions - either face-to-face at meetings and gatherings, or by other contact methods such as phone, email, and increasingly social and business networking websites.

A business network of contacts is both a route to market for you, and a marketing method. Business networking offers a way to reach decision-makers which might otherwise be very difficult to engage with using conventional advertising methods.

In addition, business networking brings with it the added advantage of recommendation and personal introduction, which are always very helpful for developing business opportunities.

Business networking is a way for you to make the maxim, "It's not what you know, it's who you know." work for you. The principles and techniques of business networking are mostly common sense. Many of the behavioural principles apply also to business and relationships generally, and specifically to selling, managing, coaching, facilitating, etc.

Mortgage leads

Purchasing mortgage and protection leads can be a bit hit and miss if you don’t know what you’re doing and the quality of leads provided can vary greatly.

The problem is not knowing where the lead originated and if the lead has been sold to other mortgage consultants.

At Access Financial Services, we work closely with the best lead providers, we closely monitor the conversion rates and pricing. In quarter 2 in 2017 we will be launching our own mortgage and protection lead website ensuring that new leads arrive promptly in real time and are of the highest quality available.

We’ll train you to manage your mortgage  and protection leads effectively and to maximise your conversion rates.