This month we have had two brilliant team meetings – one for just us and the other with our network provider Primis and lenders and mortgage advisers from all over the country.
Firstly our usual monthly meeting at the beginning of March to look at February’s figures and find out what went well and what we could perhaps do better. February was such a busy month for both mortgages and protection – we’re not sure any of us had a ‘quiet’ day throughout the whole month! It’s fantastic to find clients coming to us through word of mouth, previous client recommendations and Google searches. We also spoke to Yasmin from the Guardian telling us about some fabulous new additions to their range of protection policies as well as Jo from Leeds Building Society who gave us some useful information about their mortgage products and asked us for feedback to improve their services even further. What a great day!
We finished with an introduction to our new mortgage adviser Lucy who came to meet the full team and say hello. Check out our Social Media pages or the ‘About us’ section of the website to find out more about Lucy and the rest of the team.
The second meeting was held at WEMBLEY stadium! Wow what a day! Primis Live helped 100’s of lenders set up stands to show mortgage and insurance brokers from all around the country more about what they can offer. Mortgage and insurance products change a lot over time, so these events are useful for everyone. Our mortgage advisers must continually keep up to date with new and exciting products to pass on to you, our clients, but if we can have a little fun doing it – well why not! Ellie almost won tickets to the Crystal Maze, and we all popped our business cards in any raffle boxes we passed.
Our day ended with a whistle stop tour around Wembley stadium. Who doesn’t want to shout ‘Hello Wembley’ from the stands and hear it echoing around the stadium or sit in the Royal box on the way round?! And we saw the Lionesses kit, last worn at an England match, hanging in the dressing rooms. There is so much history and some remarkably interesting stories to hear about there. The guides know their stuff and it made for an interesting end to a fabulous but tiring day.