Premium Broker Blog
 

June 26, 2018

Fact Find - Client Need's Analysis

For the purposes of our Premium Broker's compliance, the VowNet CRM is considered an acceptable and preferred verification that a Fact Find has been completed. It does not need to be signed by the client.

The paper version of the Premiu...

June 14, 2018

Broker Tools - Loan Recommendation

Loan Recommendation Reasoning

Brokers need to ask; how reasonable you were in arriving at the loan product you recommended for the client and how have you recorded it. This information should be recorded in the Advice Comments section i...

June 13, 2018

Broker Tools - Loan Scenario

The Loan Scenario Document 

This document can be created within VowNet. It is similar to the Loan Recommendation Document - however only includes the essential information of a proposed loan and includes the following:

  • Proposed S...

June 2, 2018

7 Green Ticks

VowNet will not allow you to progress a deal to ApplyOnline or Simplogy until you have completed all seven Compliance Documents and obtain 7 Green Ticks

There are 7 documents required

  1. Credit Guide (combined with the Privacy Disclosure)

  2. Privacy Discl...

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