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Remortgage should be a real focus in 2017. Look after your customers’ needs before someone else does.

 

Jeremy Duncombe,
Director, L&G Mortgage Club

 

Things to consider.

With the potential increase in remortgage activity you will need to consider whether switching a customer from the lender SVR is the best thing for them, some questions to ask:

  • Has the amount they’ve borrowed changed?
  • Has their credit history changed since taking out their current mortgage?
  • Have their circumstances, ie job, marital status or family situation changed in any way?
  • Does their current protection plans cover their needs?
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