WIS Mortgages – Case Management

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WIS Mortgages Ltd is an appointed representative of Blueberry Wealth Management Limited for mortgages and protection advise. We are proud to announce that WIS Mortgages has now setup an independent admin team that offers a holistic back-office service that includes document checking for compliance purposes, processing DIPs and subsequently processing Full Application with lenders, follow-ups with key stakeholders like the lender’s underwriting teams, valuation consultants and solicitors.

WIS has successfully managed to outsource some of Blueberry’s cases to our admin team. Our aim is to sign up other large brokers like Blueberry or smaller independent mortgage brokers who require case management services and our proposition is as follows:

Our fee per case management file is £150 which includes:

  • Liaison with broker, estate agent and client to obtain information for application
  • Obtain AIP or DIP
  • Complete and submit full application with lender after obtaining and checking appropriate documents are on file.
  • Forward all required documentation to lender
  • Liaise with lender, valuers, solicitors and estate agents throughout the process.
  • Ensure client is updated throughout.
  • Progress the entire case to completion.
  • Access to our online portal for tracking your case throughout the process.

This is not an exhaustive list of what we can do and so we can customise the process to meet different needs. Our aim is to reduce the burden that administration places on mortgage brokers thereby releasing more time for them to concentrate on their client facing obligations and expanding their business. Moreover, our initiative gives our prospective clients an opportunity to not only reduce their staff costs (training, holiday and sick cover amongst other HR problems), but also gives our clients an opportunity to change the job spec of their admin staff to do other profit enhancing roles like advisory and selling.

Feel free to contact us for further details.

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