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Mortgage and protection broker
Advising under Momentum Financial Services LtdFCA 1011740
I am Omar, a mortgage and protection broker. I started in admin and estate agency, so I know where deals stall. I work with estate agents, commercial agents and accountants, and I look after the clients they introduce as carefully as they would.
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The briefs
Two or three pages each. What I do for your clients, and how we would work together.
A three-page introduction: who I am and how I work, the mortgages, business finance and protection I arrange, and which of my briefs to ask for next.
A two-page brief for estate agents: how to know whether a buyer can really proceed, what I do for your buyers and landlords, and how we would work together.
A two-page brief for commercial agents: why commercial sales stall on finance, how I help buyers and investors get it in place, and how we would work together.
A three-page brief for accountants: the business finance and protection your clients need before they know to ask, how I work alongside you, and what an introduction looks like.
In my words
I have always loved business and problem solving. I am logical, I like to think outside the box, and I found an industry that fits the way I operate.
What I enjoy most is that doing the right thing for the customer and doing my job are the same thing. The people you introduce are trusting me with a first home, a portfolio or a business, and I treat that as a responsibility to you as well as to them.
Omar
A short call about the clients you see, what I can do for them, and how an introduction would work.