equipment needed for a mortgage broker

[Nowhereman]

Hi

I am in the process of joining a network and setting up a self employed mortgage brokers firm.
I will be working from home and I imagine I will be visiting clients in their own homes. Now I have just come from an environment where customers come to my office so when it comes to scanning and printing their documents its quite easy and straight forward.

I have a couple of questions in regards to equipment that other brokers use for scanning and printing documents that lenders would require.

1. Is there a mobile scanner that I could get which will allow me to scan documents quickly in the clients home?
2. I understand I will need a heavy duty printer too.

Are there any other important equipment that I would need? I obviously have a laptop but is there anything else? How do other brokers collect documents?

Cheers

 

[KeithGreen]

Hi, firstly I would have thought the network you are joining can give you some guidance on what you need.

I think you can easily scan documents with some smartphones so that might be sufficient. You could scan at the customer's home, then print when you return to your office. Otherwise take the original documents and scan them in your office and return to the customer by recorded delivery.

You might need a CRB (or DBS as it's now known) check also if you're visiting clients at home.