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Hi I am looking for some advice regarding Cemap. Has anybody heard of a company called newleaf? They are a network and once cemap has been completed they help you gain CAS, However you have to work with them by becoming a self employed mortgage advisor. Any thoughts on this please TIA.
Fairly common structure
Chartered Accountant, Tax Advisor and Mortgage broker
(and BTL portfolio owner)
Hi thanks for your reply, my initial plan was to try and get work in a bank however if this is a common route then it's something for me to look into.
They're the best route to get CAS if you want to retain the freedom of self employment.
You can always switch to another network once you've got CAS.
Is your goal to run your own business?
If not, then bank or estate agency mortgage advisor in an employed capacity.
Where are you based?
You have a couple of options, and will depend on whether you need instant income to survive, or whether you have money to tied you over whilst you build a business
1. go get a job in the bank (employed) / brokerage (employed) as a mortgage broker, and get CAS'd that route ... then potentially go it alone later. A job with a mortgage broker firm will give you more exposure to what it is like to actually "broke" mortgage business rather than the tick box/form filling of a bank mortgage adviser. If you need money to cover living expenses then an employed role is the way to go.
2. If you have savings or money to cover your life whilst you build a business, then go join a firm (AR - authorised Representative) who belongs to a Network, and become a self employed Broker (working as a RI - Registered Individual) doing mortgage & protection business. This is basically what new Leaf do, and there are plenty of others
Blueberry Mortgages https://www.mortgageadviserschool.co.uk/ are another
or there are smaller, individual firms such as https://springboardfs.com/career/ , who are members of the huge network called Intrinsic. These guys would help you achieve CAS, and you'd pretty much run your own business within their business
whereas these guys are a network that will help you get CAS
Happy to have a chat.
Route no. 2 was the route I took, to then also become an IFA and estate planner.
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Hi jon, I am going to send you a private message thanks.
Would you mind if I gave you a call sometime to discuss this subject?
I've also been considering this route. Does anyone know if it would be possible to register with a company like Newleaf or Bluebell and achieve CAS while working full time in a completely different job?
My thoughts were to do a few mortgages for friends and family in my spare time (there are quite a few I know who will be needing one in the next couple of years) while i achieve CAS. I would then hope to commit to it full time if all went to plan.
Would this be possible or am I being unrealistic?