Meet with your clients in person, or over the phone.
Explain what type of mortgage adviser you are and how you are paid.
Find out about your client's financial situation including what their monthly expenditure is.
Explain the different types of mortgage and other products for your client to choose from.
Assess which type of mortgage is most suitable for each client.
Make sure your customers can afford what they're borrowing, not only now but in the future, in the event that interest rates go up or their circumstances change.
Explain about repayments and mortgage protection.
Advise on and sell related financial products, such as buildings or life insurance.
Help clients complete the mortgage appllication.
Other some general advice on the home -buying process.