Articles and Videos

Match their Voice to Maximise Rapport

One of my favourite accents comes from Southern Louisiana, USA. Slow, drawling, and rhythmic. Try to copy it, and it sounds terrible. Like the Ant Hill Mob driver in the Whacky Races or Tinker in Speed Buggy. YouTube both of those that if you don’t remember. This person, probably from New Orleans, has grown up…
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6 Rescue Questions When Factfinding

Copy these, print them off on post-its and stick them on your wall when next factfinding. Use a couple of them and enjoy the harvest that you'll create. "Show me how..." "Tell me a bit more about that." "Go into a little bit more detail for me on that." "That's interesting; expand on that for…
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Paul Archer’s Mortgage Livestream – 2021 December 06 – How to Run a Field Visit

https://dl.dropbox.com/s/mjtq6fz8xh4iu3j/Paul_Archer_Mortgage_Livestream_2021_December_06_Podcast.mp3 Paul's has a special treat for all live-streamers, YouTubers and podcasters. To celebrate the FCA's emphasis in 2022 for more oversight and supervision in the mortgage AR sector, he's running a three-part session on coaching and supervision. So if you're a mortgage adviser or you run a firm or are just interested in how…
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What’s “Under the Bonnet” of a DIP?

2014 witnessed the Mortgage Market Review. The regulator's knee jerk reaction to the causes of the financial crash, which occurred just 6 years earlier. It tightened affordability rules and rid lenders of their love of multipliers of income, which they had cherished for many years. It brought tight affordability guidelines and based payments around a…
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