The Challenge for Mortgage Firms

You may be a mortgage adviser relatively new to the business or the boss who runs a team of mortgage advisers. You have a need or a duty to upskill your new advisers so they can perform to their best ability and remain compliant and productive. Possibly these get in the way:

  • You have little time to provide structured training

  • You don't have any expertise to deliver an in-depth training programme or your skills best lie in running the business

  • You're time is spent with clients, often the high net-worth types who are profitable for the firm

  • You prefer to lead from the front and provide business ideas, motivation and encouragement for your new people.

Benefits of the Programme

Join Paul Archer, mortgage adviser, manager and sales trainer since 1983, as he teaches this comprehensive course designed for the new mortgage adviser, recently qualified technically, who wants to thrive in an employed or self-employed position.

  • Paul and his team have spent the last five years creating this course. Paul has spent many hours in the film studio and in post-production to produce a first-class unique online video course on mortgage advisory skills.

  • The on-demand course is structured, logical and contemporary. Fit for purpose post-pandemic in a very different world. The programme is video-based, supported by assignments and PDFs of chapters from Paul's book "Mortgage Advising – the New Rules."

  • Over 40 hours of Video spread strategically over 12 weeks to give you shape and direction. You can take 12 weeks or shorter if you wish. However, the course works best when you're going through "on-the-job" training with your firm, seeing clients under the full supervision of others. That way, you can apply everything you learn.

  • The programme is entirely up to date for the current mortgage and protection space. Using social media, video advising, chatGPT, modern sourcing systems and IT to do the heavy lifting. The emphasis is "Martin Lewis" type soft skills, in other words relating to clients, building trust and being able to communicate to anyone, whatever age or creed.

  • It's fully CPD'able, even though you don't need to do this since you're going through your initial training to achieve Competent Adviser Status. You're not working alone when you take this course; Paul is available to help as a personal coach for one live, face-to-face 45-minute Zoom Coaching Session, details on enrolment.

How does it work?

  • You gain access to our exclusive learning portal as soon as you enrol individually or as a team of advisers. The course is available on any internet device – a phone, laptop, tablet, PC even a smart TV.

  • You can attend the course anytime to suit you anywhere – at home or work. It cleverly allows you to continue where you left off, like watching catch-ups of Friends on Netflix.

  • The default option is a 12-week duration. Each week you engage with a section of the course, consuming recorded Livestream videos with an assignment. Then a series of smaller videos covering various topics around the week's theme. PDFs of Paul's book are made available covering the same issues.

Course Content

    1. Assignment and Learning Plan for Week One

    2. Setting Achievement Goals for Your Mortgage Business - Livestream

    3. Reading - Setting Achievement Goals

    4. Reading - Mastering the Inner Game - Book Excerpt

    1. The Modern Buying Process

    2. Coach Financial Advice Don’t Tell

    3. The Danger of Limiting Beliefs

    4. UFOs and Limiting Beliefs

    5. Question Away Your Limiting Beliefs

    6. Building Resiliance

    7. State of Mind - Are you in the Zone?

    8. Controlling Your State of Mind

    9. Jose Mourinho and Pressure

    10. What's Your Resting Face

    11. How to Have a Positive Attitude

    12. 6 Inner Game Challenges to Improve Adviser Performance

    13. Taking the MIC in a Downturn

    1. Assignment and Learning Plan for Week Two

    2. Influencing Your Clients Livestream

    3. Social Styles Colours - Questionnaire

    4. Reading - Influencing Your Mortgage Clients

    5. Reading - Advising to the Generations - Matures, Boomers, X, and Y

    1. Helping Customers to Buy

    2. WIIFM and Influencing

    3. The Secret to Influencing

    4. Colour Social Styles - Personal Needs of Customers

    5. Colour Social Styles - Recognising Customers

    6. Colour Social Styles - Influencing Techniques with Each Colour

    7. Colour Social Styles - A Personal Action Plan

    1. Assignment and Learning Plan for Week Three

    2. Running Virtual Sales Meetings with Clients - Livestream

    3. How to Read Customers on Video - Livestream

    4. Reading - Advising Via Live Video

    5. Reading - How to Read Body Language on Video

About this course

  • £349.00
  • 220 lessons
  • 36 hours of video content

Course Tutor

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - 35 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach. CeMAP qualified, Level 4 IFA qualified, equity release, supervisory qualified. Author of a myriad of technical texts spanning all areas for both the CII and the LIBF. All team are also fully qualified and experienced. Began teaching CeMAP in 1999, when it started, trained thousands of students. Founder and Managing Director of Archer Training Ltd in 2001 Working with dozens of banks, lenders, brokers and insurers in the UK and the world.