Mortgage Brain and HSBC UK to host free self-employed Criteria Masterclass

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Mortgage Brain has partnered with HSBC UK to host a free Criteria Masterclass webinar on self-employed lending.

Taking place on 14 February 2024 at 11:00am, this online event will be hosted by Mortgage Brain’s Katie Thompson, national account manager alongside Laura Underdown, corporate account manager at HSBC UK.

Attendees will have the opportunity to put questions to both hosts regarding the unique complications that self-employed individuals face when securing a mortgage.

Key Highlights:

  • Lending criteria. Get an in-depth understanding of the lending criteria for sole traders, partnerships, and limited company directors.
  • Income assessment. Explore the advantages of using salary and net profits over dividends for a more accurate and beneficial income assessment.
  • Packaging a mortgage case. Tips on how to present a mortgage case effectively and efficiently.
  • Real-life case study. Analysis of a real-life self-employed mortgage case, offering practical insights.
  • Q&A session. Opportunity to ask questions to Laura Underdown and Katie Thompson in a Q&A session.

FCA registered mortgage advisers register for the event here.

Pollyanna Puddephat, head of marketing for Mortgage Brain, said: “We’re excited that award-winning, industry leader, Laura Underdown is joining us for our latest Criteria Masterclass. For any mortgage brokers looking to develop their expertise in self-employed lending, this free Criteria Masterclass is essential.

“Laura’s many years of experience and words of wisdom will help equip brokers with the knowledge and tools necessary to support their self-employed clients toward achieving their mortgage goals.”

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