News

Aug 21, 2017

Heritage Bank’s Broker Distribution team has been recognised internally winning the Best Performance of the Year Award at the bank’s annual Retail Awards this month. The Broker Distribution team was named the best performer for the year from among Heritage’s retail network teams.

Jul 03, 2017

Our Mercury Development Team have created three fantastic new HTML Calculators for use on your website. These new versions are designed to enhance your customer experience by operating on any device.

Mar 20, 2017

Most brokers have one or more relationships with a referral partner. These relationships have historically been with Real Estate Agents, Accountants, Financial Advisors and Solicitors, though we have often seen brokers engaging with a range of other kinds of businesses to obtain leads.

Feb 27, 2017

We’re now updating your compliance documentation to ensure you’re equipped with the tools and resources you need to meet and maintain your compliance obligations and protect your business whilst writing your asset finance deals.

Feb 17, 2017

Did you know there are also six C’s of compliance? Check out these great insights from our Compliance Team to help you ensure your customer service and compliance procedures meet industry best practice standards.

Feb 16, 2017

There’s an old adage that goes “your existing customers are your best customers.” Generally speaking, it costs a lot less to generate repeat business from an existing client than it does to locate a new one – so it makes sense to do all you can to keep your customers loyal.

Jan 24, 2017

In addition to providing clients with useful information on mortgage products and helping with mortgage applications, your role as a mortgage broker includes selling. Being an effective salesperson is about knowing your customers, understanding the industry and applying effective communication skills.

Oct 24, 2016

Join Francesca Modica, Connective Compliance Support Manager, as we delve into the what, why and how of adding home equity release loans (such as Reverse Mortgages) to your offer. Read on.