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This weekMortgage Monitor
Upcoming Meetings
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A transcript has been finalised by the financial advisor, you can click here to create the Summary
A Summary has been finalised click here for the Check Affordability step
Review protection requirements for Michael Brown before tomorrow's meeting
Generate mortgage illustration for Sophie Taylor's protection review
Schedule follow-up call with David Clark to discuss mortgage options
Update fact find document for Emma Davis's initial meeting
Incomplete Actions
Missing Income Proof
Sarah Johnson • Due 2 days ago
Bank Statements Required
James Wilson • Due tomorrow
ID Verification Pending
Emma Davis • Due in 3 days
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Tips and Tricks
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Develop Strong Relationships with Lenders
Building solid relationships with lenders is crucial for success
How to source best true cost
Learn to find the most competitive rates for your clients
News
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Latest Market Updates
Key changes in mortgage rates this week
New Regulations
Important regulatory changes for advisors