Guides & playbooks

MAT Guides for Modern Mortgage Teams

Deep dives and step-by-step playbooks you can share with your team—covering growth, operations and compliance.

Downloadable guides

Use these as internal references or to support conversations with compliance, networks and partners.

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2026 Mortgage Fact Find Guide: Comply with Consumer Duty & Cut Admin by 45%
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2026 Mortgage Fact Find Guide: Comply with Consumer Duty & Cut Admin by 45%

How one 5-adviser firm recovered 75+ hours per month using structured consultations. The mortgage fact find process is the foundation of compliant mortgage advice. Most operational friction happens before DIP submission. Unstructured consultations create rework loops and compliance risk. Self-employed and underserved borrowers require deeper income capture. Vulnerability must be clearly evidenced — not just discussed. A structured consultation workflow can reduce documentation time from ~80 minutes to ~35 minutes per case.

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