Describe your company in some sentences.
We are a medium-sized, directly authorized company that has been trading in central London for over 18 years.
We have 32 brokers and a representative company called Helix Financial Partners.
We are proud to say that the average broker has worked with us for 12 years, many of whom have served for over 15 years. I believe this is a real reflection of success.
What prompted you to become an agent?
Many years ago, when Countrywide was associated with Hambros Bank, I worked in a settlement with the opportunity to become a broker.
It is important for the industry to prove that this can be a great career, but frankly, you must also put it
I think this opportunity may lead to a more challenging and exciting effect, which also allows me to have fun while doing this.
After 18 years as Director of Sales/Subsidiary Board Director, I left the country in 2007. I have established a city mortgage solution with two partners of the company, Gary Gavrilovic and Gary Cox.
What plans do you have for the company’s future?
Like most companies, we have to be agile and we will continue to ensure that we provide the best service to our customers.
One of the most important things is always a “sensory” check on what we offer and areas we can improve. We are our own worst critics, so hopefully this will lead to continuous development.
It’s a good idea to start with a large company employer to enable you to cut teeth
With that in mind, the focus of 2025 is on the sales process and resume face-to-face observations with as many customers as possible.
What can lenders do to improve the life of their brokers?
Most importantly, access to the underwriter will be provided where possible.
Next, many lenders did not give enough notice when withdrawing rates.
It would also be nice if you try to cut down options when trying to call the lender. When we call, it’s because we need to talk to someone quickly. Browsing a long and automated menu is frustrating and time-consuming.
I recently saw a statement that I support 100% and that’s “working outweighs talent”
I also think that if additional information is needed, not just emailing, the underwriter can call the broker.
These issues or issues are usually secondary and can be quickly resolved by phone rather than long email links.
What advice do you have for a broker who is just starting out?
The best advice is to keep it flexible and just keep it within a few hours. You will take back what you put in.
One of the most important things is always a “sensory” check on what we offer and areas we can improve
Starting with large business employers like Connells, it’s a good idea, and a good idea to enable you to cut teeth. You can then decide whether to play a completely independent role with smaller companies.
Beyond that, I recently saw a statement that I support 100% and that’s “working outweighs talent”.
How does the industry encourage new brokers to intake?
It’s important for the industry to show people that this can be a great career and to be honest, you have to say you have to put it in a tough yard, too.
When we call the lender, it’s because we need to talk to someone quickly. Browsing long-term automatic options menu is frustrating
Also, I think it needs to provide support for smaller companies to help with training and development so that these companies don’t have to bear the “full burden”.
If you want your company to be highlighted by a broker, please email Mortgage Strategy Reporter Becky Bellamy: becky.bellamy@emap.com
This article is in the March 2025 version Mortgage Strategy.
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