As part of our commitment to adding value to our service and meeting brokers’ needs, our company Clever Lending has launched a brand new product called Clever Sourcing.
Clever Sourcing is a second charge sourcing system for brokers. The software allows introducers to compare 1st and 2nd charge loans; source products specific to client’s needs and produce a compliant audit trail.
Sam Kirtikar, Managing Director of Clever Lending, said, “Clever Sourcing is not designed to be a substitute for adviser knowledge or experience, but designed to assist in identifying a range of opportunities that are suitable for their clients’ circumstances.
“We foresee this being an excellent tool for advisers, ensuring that second charges can be accurately recognised alongside first charge, covering off FCA requirements, providing a compliant audit trail and giving the client the options they are entitled to.
“The system will provide clarity and clear reporting and we will continuously look to develop it further to ensure advisers, managers, clubs or networks are getting the most they can out of it.”