How To Get CAS as a New Mortgage Broker (Competent Advisor Status)

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Unlocking Opportunities for Aspiring Mortgage Brokers | Connect for Intermediaries

In this detailed video, we delve into the unique opportunities that Connect for Intermediaries offers to aspiring mortgage brokers. Joined by Jim Selley, the Director of Training, we explore the process of becoming a mortgage broker, the importance of being part of a network, and how Connect stands out with its bespoke training academy. Jim highlights the possibility of starting without Competent Adviser Status (CAS), offers insights into non-regulated mortgage advice, and discusses support structures like lead generation and business planning. Whether you're a new entrant or looking to expand your services, this video provides invaluable information tailored for the mortgage industry.

00:00 Introduction to Mortgage Fraud and Network Supervision
00:29 Meet Jim Selley: Director of Training at Connect for Intermediaries
01:16 Understanding Mortgage Networks and CAS Status
03:00 The Unique Offerings of Connect for Intermediaries
05:58 Training and Support for New Mortgage Advisors
08:29 Fit and Proper Person Test and Compliance
13:11 The Comprehensive Training Academy at Connect
17:01 Supervision and Business Setup for New Advisors
19:20 Regulated Business Requirements
20:11 Network Commission and Fees
20:44 Support and Conversations
21:20 Common Scenarios and Trends
22:59 Income Levels and Training Academy
25:06 Academy Boost and Support
29:11 Non-Regulated Mortgage Options
33:44 Business Planning and Getting Started
35:53 Conclusion and Contact Information

Go Deeper:
Tune into my Mortgage Business Mastery podcast, dropping new episodes every Monday, Wednesday, and Friday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you.

Learn More On Instagram:
Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. It's also where I interact with brokers and gather questions for my solo podcast episodes

Free Course:
Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed.

Podcast Interview Series:
Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday.

Let’s Connect:
Feel free to connect on LinkedIn here

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