Kepa Mortgage Development Days
All Mortgage Advisers at Kepa are expected to adhere to a minimum level of competency. In the current market conditions, there are many changes to keep abreast of and it can be difficult with all the “noise” out there.
At Kepa, we make it easy for Advisers to stay relevant by providing current and educational workshops every quarter. We gather feedback from members and liaise with Lenders to provide training that Advisers will really benefit from. Our Mortgage training are full-day workshops with a combination of the lender, policy, marketing, compliance and business development sessions.
Head along to our events section to find out when the next workshop is happening!
Kepa Referral Tool
Are you a busy Mortgage Adviser looking to grow your income by way of Insurance referrals? Would you like to increase the number of mortgage referrals you receive? Would you like to ring-fence your clients?
Kepa has built a referral tool specifically designed for capturing and tracking Insurance leads amongst the Kepa Group. The main reason why referrals don’t work is often due to a lack of communication between the two parties. The Kepa referral tool creates a medium whereby the status of a lead can be tracked anytime keeping both parties accountable.