Technology roadshows for advisors launched

The Money Group advisor network has joined forces with the Smartr365 platform to launch roadshows that are aimed at teaching the intermediary industry about new mortgage technologies.

The initial event was held towards the end of last month in the Hammersmith headquarters of Smartr365. It saw the two companies talk about how the changes that were implemented within the mortgage sector to cope with the pandemic can be applied in a more long-term way to improve it.

Greater use of tech by advisors was one of these changes, and Smartr365 and the Money Group argued that it has been beneficial by giving them a clearer grasp of their cash flow and sales in the pipeline, as well as by increasing their control of and access to key customer information.

Talking to Mortgage Strategy, Martin Stewart, the Chief Executive of the Money Group, stated that his company and Smartr365 had similar ideas about how the industry should progress, with technology at its heart. He then went on to add:

“The sector needs to read the room better – consolidation is at long last arriving on our shores, so there will be no room for antiquated processes or amateurism in how we service and communicate with the consumer.”

Future events in the programme will feature input from varied figures within the mortgage sector, in addition to reporters and investors.

Even after completing CeMAP training, education is an ongoing process for advisors, and these events will be a useful part of that process for those able to attend.


Mortgage Advisor

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