The offset opportunity: How to make the most of offsetting your savings
We recently ran a Lunchtime Learning Masterclass in partnership with Mortgage Solutions.
Our Senior Account Director, Paul Roberts and Business Development Manager, Nathan Waller, joined Mortgage Solutions' Anna Sagar to discuss the different kinds of offset mortgages, and how we can support a wide range of customers in the residential and Buy to Let space.
They also looked at specific products and customer traits which can help unlock the untapped opportunity that offset mortgages present in the current mortgage market.
Learning objectives:
- The different types of offset and how they can support residential and Buy to Let customers.
- The positive impact that offsetting savings can have on residential mortgages and the flexibility that it can offer to landlords.
- How to use case studies to better identify customers who would benefit from offset mortgages.
Find out more about our Offset mortgages
Criteria checker
Can we help your client? Use our tool to find out.
Simply type your criteria to see our levels of acceptance and flexibility.
Your Local BDM:
Sam Morrison
Your Local BDM:
Neil Cadwallader
Your Local BDM:
Stuart Heavens
Your Local BDM:
Amar Mashru
Your Local BDM:
Arif Kara
Your Local BDM:
Nathan Waller
Your Local BDM:
Grace Bennett
Your Local BDM:
Darren Deacon
Your Local BDM:
Paul Roberts
We do not currently have a BDM covering your area. Please contact our Mortgage Helpdesk:
- 01372 744155
- 01372 745607
- mortgage.desk@familybsoc.co.uk
Opening hours: Monday - Friday: 9am - 5.30pm. Saturday: Closed
We may record any telephone calls we have with you in the interest of staff training, monitoring customer service or for security purposes.