GM Mortgage Workshop For Financial Consultants

GM Mortgage Workshop For Financial Consultants

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Free

In this workshop, you will learn how to navigate and incorporate GM Mortgage into your planning when using GoalsMapper, GM Planner platform.

About this event

We understand that mortgage financing accounts for a significant proportion of your client’s budget and it is an important factor that needs to be taken into account by you, as a financial consultant, to plan for your clients holistically.

GM Mortgage is a mortgage financing feature integrated within GoalsMapper’s suite of digital solutions.

Designed to work seamlessly on GoalsMapper's platform, GM Mortgage helps create value for your clients with:

  • Easy access to the latest mortgage financing rates,
  • Real-time visualisation of the different mortgage financing scenarios with our market-leading GM Planner,
  • Automation of notifications for regular mortgage refinancing reviews for more touchpoints with your clients, and
  • Mortgage loan application with assistance from our GM Mortgage Specialists.

Note that this session is only open to Financial Consultants.