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Mortgage-advice consultation — Mortgage adviser — Professionals
Providers should establish consultation activity and permissions, identify the specific question and explain what can be concluded from the available information. Avoid treating a short enquiry as sufficient for a personal mortgage recommendation.
Service scope
A defined consultation about a proposed mortgage decision, which may establish the next assessment or advice needed. It is narrower than full application management and must distinguish general explanation from a personalised recommendation.
What is normally included
- Clarifying a mortgage question
- Explaining the advice process
- Agreed consultation output
What is not included
- Automatic lender application
- Guaranteed eligibility
- Complete mortgage comparison implied by a brief call
Qualification checks
- Clarify the question
- Establish relevant jurisdiction
- Confirm advice scope
- Agree information and preparation
- Define meeting output
Quote guidance
Price preparation, meeting time and any written follow-up explicitly. State whether a later application fee credits the consultation or is separate, without implying an introductory fee secures finance.
Lead risks
- The client may already have a deadline to exchange or complete
- Several questions may require a full assessment
- Records may not be available before the meeting
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