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To obtain relevant information for the file, eg. Rent reference, credit search. Undertake initial fact find with the clients.
Source and underwrite the most appropriate mortgage from a panel of lenders. Arrange suitable appointments dates and manage diary.
Attend appointments at clients homes and discuss the mortgage sourced with the client. Arrange valuation where appropriate.
Prepare case to be submitted to the Processing Team prior to being sent to the lender. Must be CeMAP qualified.
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