Taking on your first case
Hear what it’s like to take on your first case as a residential mortgage and insurance broker, directly from one of our franchisees.
“So, it’s your first case – what is it like. Normally I would say pretty nerve-racking but you are also under very close scrutiny – and rightfully so, you are being assessed under FCA rules.
You are doing your first fact find, you are about to call the client, your palms are sweaty, your pulse racing a bit and your mouth dry! What was it really like?
Well, pretty much as I have described above, it is nerve-wracking, however, it’s like doing a parachute jump, you have to take that first step to make any progress and that first fact find interview is part of that process. Yes, you have to think carefully, yes you have to be methodical in your approach but you will have received some excellent training from Steve and Lee and trust me, excellent it is. As a compliance mentor, Steve is second to none so listen to him – his advice will serve you well into the future and that is an important point you will do well to remember. Lee is always on the other end of the phone and ready to guide you in the right direction should you ever need advice on what to do next operationally.
Back to that first fact find. How did I feel? OK, I admit I was bloody petrified but once into it, if you have listened, your training kicks in and you will get through it. It also helps enormously if your first client is easy to talk to, fortunately for me, mine was and she was lovely and that made the whole thing better.
Your first time you will make mistakes but don’t be disheartened as that is normal. What you have to do is keep them to a minimum and avoid any monumental cock-ups. Its all in your planning and preparation, do that well, keep your head and you will be fine.
Well, there endeth my first case, I sincerely hope that it may have been of some value to you and I wish you the very best of luck on your voyage to being a good Mortgage Adviser.”
Trevor Gough – Your Mortgage Plus Franchisee