The AToM RDI project (formally IAR) enables intermediaries to refer mortgage clients to AToM who then manage the whole process through to completion, taking full responsibility for advice and recommendation for the client. The RDI scheme is of particular attraction to those who are:
a) fully authorised, but who would like to hand off their mortgage business.
b) not qualified in the mortgage sector, but who sometimes come across client opportunities and need to deliver a mortgage solution to them.
c) looking for an exit strategy from the mortgage sector yet would still like an income stream from their current mortgage client bank.
AToM Chairman, Vic Jannels, commented ‘Phil has held senior intermediary roles in the mortgage sector and, until recently, looked after our business as National Account Manager for GE Money. He has a well established reputation in the industry. The AToM RDI scheme provides a win, win for the increasing number who are exiting the mortgage market and who would like to put a business plan in place for their existing client banks, or for those who simply want to concentrate on financial services, rather than mortgages. With this in mind we felt that it was good timing for us to upgrade our presence and Phil’s arrival is key to this projected growth.’
