Good intermediary support is usually recognised only when it disappears. Some lenders have built a reputation for being genuinely helpful; others have quietly moved to fully automated triage. We would like a considered view of what actually works.
Questions to shape the discussion:
- What does effective intermediary support look like on a live case?
- Where does technology help, and where does it replace judgement it should not?
- Which lender behaviours make the biggest positive difference to placing a case cleanly?
Specific examples are useful; please keep them general enough not to identify individuals.
As always, this is an editorial discussion starter written by Adviser Forum rather than a member opinion. Nothing here is regulated advice, no view expressed should be treated as a settled industry position, and any example you contribute should be anonymised so that no client, colleague or firm can be identified from it.