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Contents

2018 Mortgage Broker Welcome to The Pulse: Issue 8

Training Calendar 2017 Challenges and 2018 Expectations 3

4
Key Improvements We’ve Made to Support Your Business
2018, And What a Year Ahead of Us! 5 - 6

Is the Mortgage Industry Ready for GDPR? Hear What the Experts Have to Say 7 - 10
Take a look at the different ways we will be GDPR: Where to start? 11

supporting your business this year. GDPR Quiz 12

Launching Soon 13

More of Remo? 14

Date Activity Focus Ingard Members: Route to Lender 15 - 16

15/01/2018 - Competent Mortgage Adviser CII CF1, Ingard’s Sales Process & System Training Ingard Members: Direct Payment Fees 17
26/01/2018 Training Course
Key Contact Information 18
31/01/2018 Webinar Bridging Finance

06/02/2018 Training Academy: Coventry Mainstream Residential, Protection & GDPR Update

08/02/2018 Training Academy: Basildon Mainstream Residential, Protection & GDPR Update

15/03/2018 Webinar Specialist Mortgages
In This Issue: Contributors:
17/04/2018 Training Academy: Coventry Second Charge, Bridging, Commercial

This quarter, Ingard is focusing on General Data David Ewing
19/04/2018 Training Academy: Basildon Second Charge, Bridging, Commercial Protection Regulation (GDPR) and what impact it will Managing Director, Ingard
have on Mortgage Brokers and the mortgage industry
17/05/2018 Webinar Equity Release as a whole. Nikki Haworth
Sales & Marketing Director, Ingard
14/05/2018 - Competent Mortgage Adviser CII CF1, Ingard’s Sales Process & System Training GDPR is all over the press as the deadline (25th May
25/05/2018 Training Course 2018) creeps closer, but what impact will it have on Ria Hackwell
Mortgage Brokers’ day-to-day business and processes? Marketing Manager, Ingard
All Areas - Mortgages, Buy to Lets, Commercial, Second Charge,
28/06/2018 Annual Conference: Coventry A lot of the attention this change of regulation has Mark Dryden
Bridging, Protection, Conveyancing, Technology & Marketing generated has been negative. However, for Mortgage Head of Development & Quality Assurance,

19/07/2018 Webinar Specialist Buy to Let Brokers at least, this has provided an excellent 360 Dotnet
opportunity for you to contact all of your clients which
may in turn remind past customers of your services Gary Little
16/08/2018 Webinar Protection and result in an increase in business. Sales Director, Blacks Connect

13/09/2018 Webinar Second Charge Mortgages Much of the latter depends largely on how Mortgage Louisa Sedgwick

10/09/2018 - Competent Mortgage Adviser CII CF1, Ingard’s Sales Process & System Training Brokers approach these changes, so we have used this Director of Sales - Mortgages,
Vida Homeloans
issue to provide guidance and get some industry wide
21/09/2018 Training Course views from leading experts.
Norton Home Loans
16/10/2018 Training Academy: Coventry Specialist Mortgages & Specialist Buy to Let The key message which reigns supreme for all
businesses is clear; start reviewing your processes Royal Bank of Scotland
18/10/2018 Training Academy: Basildon Specialist Mortgages & Specialist Buy to Let now and if in doubt, seek a compliance provider, like

ourselves for support. For more information, contact
15/11/2018 Webinar Commercial Mortgages our Broker Support Team on 01702 533 400 or email
info@ingard.co.uk.