Big plans for 2020

A year of integration

For mortgage advisers across the country, 2020 is set to be a momentous start to a new decade. How do we know? Because this year will kick start the integration of six of our software solutions enabling you to provide your clients with the very best and most transparent service ever.

Not only will we be bringing completely new mortgage products to you, but there will also be enhancements to our current systems. We hope you’ll agree that our plans will pack quite a punch and offer exceptional support to you and your business.

Affordability Hub – NEW

Affordability Hub is like Skyscanner for mortgage affordability – it collects information on property, income, debts and expenditure in a standard form and sends this to lender’s affordability calculators and collates the results of what a lender will potentially lend. This means that the expectations of an adviser’s customer can be correctly set.

It transforms the mortgage process by providing you with the amount a lender is prepared to lend, challenging the current process, where the lender only provides an agreement to lend based on a specific amount requested by the adviser. Affordability Hub provides you and your customer transparency of the amount of the loan that the lender is willing to lend regardless on occasion of the property value.

Currently, in a phased pilot, Affordability Hub will be released in 2020 as a complementary addition to customers already using either one of our product sourcing systems – MortgageBrain Classic and MortgageBrain Anywhere –  or criteria sourcing, Criteria Hub.

Criteria Hub

Criteria Hub, the google for mortgage criteria, uses groundbreaking technology to help you quickly and efficiently match the needs of your customers with those of the Lenders. For example, if a client was bankrupted three years ago, has Japanese knotweed in the garden or has child maintenance or state benefits, the system brings up which lenders will lend and what their criteria is. Criteria Hub also provides details of the criteria used by advisers to Lenders and, with this insight, Lenders are able to design and fine-tune their products to better meet adviser needs.

Those who use Criteria Hub will be the first to enjoy complimentary use of Affordability Hub when launched and in only a few months, Criteria Hub’s integration with MortgageBrain Classic andMortgageBrain Anywhere will be released.

 Lendex – NEW

Along with Affordability Hub, we are releasing another system in 2020, Lendex, now also in a phased pilot, promises to make mortgage application and submission more efficient and compliant in 2020. This flexible online solution means you get decisions direct from Lenders in under a minute.

There is no need to log into individual Lender websites. Lendex submits AIPs and FMAs directly to all participating Lenders’ back office systems with just one log-in needed, letting you submit and complete applications, then track all outstanding cases from one screen.

Just when you thought the release of this innovative software was enough, we’ve added even more integration. Lendex, when fully launched, will integrate seamlessly with Mortgage Brain’s CRM system, The Key, and with our sourcing solutions, MortgageBrain Classic and MortgageBrain Anywhere and will be free for Mortgage Brain users. However, Lendex will also be available as a stand-alone solution, so everyone can experience the benefits:

MortgageBrain Classic and MortgageBrain Anywhere

2020 really is the year of integration and MortgageBrain Classic and MortgageBrain Anywhere, our offline and online product sourcing solutions already integrated with The Key, and its client portal will also see an integration with Criteria Hub, Affordability Hub and Lendex.

Opening the door with The Key

We’re continuing to cement ourselves as the go-to one-stop shop for the entire mortgaging process. If you haven’t guessed already, integration of all our systems really is at the heart of it and we cannot finish without passing comment on our powerful back office., CRM and point of sale system with a customisable online Client PortalThe Key.

Incorporating a digital Fact Find that offers single data entry, full compliance, lead generation capture, reports and multiple integrations for the full mortgage process, in 2020, you will also enjoy integration enhancements with ConveyancingBrain – the clever way to earn from conveyancing. We’re not stopping there though. Following a successful pilot, the integration with Lendex will also commence.

You’ll be spoiled for choice of the solutions we have to offer. Get in contact with us today on 0208 665 3289 to see product demos before you sign up or to make any enquiry. If you need more of a guided tour of our products then feel free to sign up to a webinar or access all the free videos on our website.

Make sure you take full advantage of our free 30-day trials available with all licenced products, connect with our helpful colleagues and find out what these dynamic solutions can do for your business.

Gift your business with leads this Christmas

It can be tempting to start winding down in the lead up to Christmas, however, your business won’t thank you for it if you do. As tempting as it may be to check out for Christmas, there’s still plenty of work to be done, and also a plethora of leads that you can acquire!

Even when you’re not sitting in your office this Christmas, or in front of your computer screen, you can still be effective in generating leads. And no, it’s not magic – here are some tips to guide you through a Christmas period of productivity, even when you’re in front of the fire with a mince pie in hand – you’ve just got to put in some work before you can put your feet up!

Automation is here, bringing good cheer!

Live Chat applications continue to be a big hit in the digital world. They can offer you the great power to fully automate website processes. Chat bots are there to automatically engage with any messages you receive, again, meaning you don’t have to actually be there in person all the time.

Add a live chat to your website – you can even customise the message on each page of your website so that you can get people to ask specific questions based on what they’re seeing on that page – there will be a reason as to why they navigated there in the first place.

The bot can then gather the initial information from the customer, which can then be passed over to you or one of your team to provide the most adequate support. It also saves you from having conversations with people who may not be looking for exactly what you offer, which is why we have this on our website.

 Make tweaks to your homepage

Put yourself in the shoes of someone who has just landed on your website and ask yourself: is it clear what we do, is it clear what we can offer them, and have we made it easy for them to get in touch?

Take advantage of easy-to-use plug-ins, like the ones we offer, and position yourself as a credible and modern professional adviser. Our plug-ins ask only basic questions, which means visitors are more likely to fill in the form – an easy way to generate leads without having to have an initial conversation! Plus you’ll receive those leads encrypted (so no security issues) and if you use The Key, our compliance and CRM system, they’ll go directly into the system, so no rekeying.

UKMortgages

Wait, there’s more! Our guide to gaining more leads for Christmas would not be complete without yet another easy-to-use option – our very own UKMortgages! The completely free-to-use, lead generation suite is compiled of a consumer-facing mortgage calculator & adviser search app, a website and an Amazon Echo Skill. This state-of-the-art mortgage tool offers a fantastic way for customers to get in touch with your business at any time.

Set up advertising

If you’re happy to spend money on advertising, this is another great way to get leads without having to go out yourself to get them. There are plenty of different types of ads, so it’s important to know what platform will be the most benefit to your business – be it Google, Facebook or LinkedIn. A few questions that will help you make the right decision are as follows:

  • What platform your target audience is on?
  • Which products you could potentially sell to them?
  • What they’re interested in?
  • How you can address them to turn them into paying customers?

There are different types of ads depending on what your goal is and how far along the sales funnel the people you’re targeting are. You will want to run a mixture of brand awareness, consideration, and conversion ads – these can be set up to run even when you’re not in the office.

Upfront effort for some long-term returns

As you can see, you don’t have to be putting in the backbreaking effort every single day to increase your leads. You’ll have to spend a bit of time setting processes up and putting the wheels in motion initially. But, if done correctly, these processes can then run efficiently with little tweaking needed. This all means more time for you to spend with your family this festive season, and you can’t say no to that!

Wishing you a wonderful festive period and many hours with your feet up in front of the fire with a mince pie in hand.

Affordability Hub: the benefits and how it works

Due to pilot in Q4 2019, we are pleased to welcome a new member of the Mortgage Brain proposition family – Affordability Hub. Dubbed the ‘Skyscanner’ for mortgage affordability, this revolutionary mortgage solution system collects information on property, income, debts and expenditure in a standard form and sends it all to lenders affordability calculators and then delivers the information back to Affordability Hub. However, the benefits of using Affordability Hub don’t stop there.

A complimentary addition

Customers of Mortgage Brain’s sourcing systems MortgageBrain Classic or MortgageBrain Anywhere and Criteria Hub, will be able to enjoy our new addition at no extra cost.

How it works

The simple purpose of Affordability Hub is to support the mortgage adviser at the outset so that their customers have full knowledge of their options. Our new system will provide the maximum lending amounts either for a specific property or based on a customer’s circumstances with the results being returned within a minute. The collated results are provided that show the amount each Lender is prepared to lend rather than whether they will simply lend the amount requested. This gives you and your clients, total transparency and helps the customer understand the range of mortgage options available to them.  If we want to get into the all-important details, it uses a comprehensive standard question set which, in turn, is used to populate a Lender’s affordability calculators.

Total transparency

Affordability Hub provides total transparency of all the requirements which has been ignored by the Lenders’ affordability calculator and any assumptions that the platform has made. Our new system goes further by giving clear indications of what expenditures and incomes were accepted and ignored for each Lender.

Comprehensive records

The benefits of using Affordability Hub continues transforming the mortgage process with the ability to re-run an existing application with complete version tracking in addition to comprehensive compliance records to support any advice given. It’s sourcing heaven at its best.

Make sure you keep a close eye on our Affordability Hub webpage for all updates relating to its full integration with Criteria Hub and MortgageBrain Classic and MortgageBrain Anywhere due in 2020. This is the ideal product for enhancing the entire mortgage process by delivering better and more comprehensive information.

When used in tandem with our full mortgage sourcing product portfolio, Affordability Hub will be, like we always say, a no brainer! An adviser with affordability, criteria and product-based sourcing in their arsenal will be able to provide their clients with the best advice and most transparent service on the market.

Anywhere, Anytime: Top tips for using Mortgage Brain’s latest generation online first and second charge sourcing system

MortgageBrain Anywhere is our online first and second charge sourcing system. It simultaneously allows you to source mortgages for your client whilst offering total flexibility to do so anywhere, anytime. Whether you’re on a PC, tablet or laptop, MortgageBrain Anywhere gives you the capability to perform your tasks as long as you have internet access.

This is one system where you don’t need to be on the same device each time you log in. When we say MortgageBrain Anywhere we mean it. You can start a case on your computer in the office, and continue it later on your tablet or iPad, which is particularly useful when you’re off on your holidays and don’t have access to work PC.

If you’re not yet a MortgageBrain Anywhere customer or are unfamiliar with the process, this is the place for you to gain a few top tips to become an expert in no time. By the time you’ve finished, you’ll be more than ready to sign up, log in and get started.

Source on second-charge products and compare to remortgage products

Our sourcing system can allow you to demonstrate to a client whether remortgaging is a viable option or if it would be more beneficial to borrow additional funds on a second charge. It may seem like a complicated process but with MortgageBrain Anywhere it really isn’t. All that’s required of you is to:

  1. Input the information which in turn will calculate the savings in the given situation.
  2. Select compare a remortgage against second charge option.
  3. Add in your client’s existing mortgage information.
  4. Enter the property price, term and loan amount.
  5. Source remortgage products in the multiple search function.
  6. Use ‘New Search’ from the scheme list to source for second charge products.
  7. Use the ‘My Searches’ button and then ‘Compare ‘to have a clear view of the different products.

From here you will be sent to the comparison screen where you can clearly see the differences between the scenarios previously entered.

Creating multiple searches

Not only does MortgageBrain Anywhere give you the chance to source in any location with internet access, it has a host of options to really get into the nitty-gritty of what is mortgage sourcing. In this case, you are able to create multiple searches and we are more than happy to give you the steps on how to go about doing so.

If you already have a search open and wish to see another, all you have to do is select the New Search option in the bottom right of your screen. This will leave the original search in place whilst allowing you to construct another. Moving between the two, if not more, is as simple as clicking between tabs.

Bespoke mortgage schemes to fit your client’s needs

Finding the best mortgage scheme for your clients is a top priority when it comes to sourcing the right products.

By using MortgageBrain Anywhere, you can show your client a list of ‘best buy’ products that meet their needs and requirements. Our system takes into account the client’s mortgage and personal details which is aided by the standard best buy tables already integrated as a default.

When compiling such a bespoke mortgage scheme, it is vital that you include the following client details: 

  • Salary
  • DOB
  • Mortgage details

Following this, you will receive results offering the best products dependant on the criteria provided. It is important to notice that these are not general pieces of information but a table containing the ‘best buy’ options for the customer. In order to show this to them, select the option to display on the screen.

The personalisation doesn’t end there thanks to the additional filters available. As an example, you can add filters that take into account the possibility of overpaying. MortgageBrain Anywhere really is a tool perfect for getting the best for your clients.
If you’re not yet a MortgageBrain Anywhere customer, you can get your hands on a 30-day free trial and see what you think. Do you have any other tips on getting to grips with MortgageBrain Anywhere? We’d love for you to share them with us. Just send us a short tweet!

Your guide to a summer of leads

We know, the smell of BBQ and freshly cut grass during the warmer months can make you want to sit back and let the summer float by. But remember, there’s still plenty of time for you to fill this season with a plethora of leads.

Whether you’re in the office or by the pool this summer, you can continue to generate leads by using some new tools and following a few of our handy tips. Your lead generation can turn into a real scorcher this summer with a little help from Mortgage Brain.

MortgageBrain B2C

Let’s start with your website. When generating leads, it’s important to consider how it looks, how mobile-friendly it is and how smart it is. That’s where MortgageBrain B2C comes in. Our professionally administered service dedicated to creating new or perfecting existing websites can aid in customising the look of your digital presence to increase the likelihood of lead generation.

This service not only allows a full integration of mortgage calculators, useful plugins but streamlines the process through online retrieval of any leads gained through the site. This allows for all leads to link directly to our own CRM system so the whole process becomes streamlined and easy to use. Generating leads has never been so easy.

Social media ads

The successes that have come for businesses by using Facebook, Twitter or LinkedIn ads are numerous. These ads allow you to create a custom audience of people you may wish to target. However, you always need to take into account where your audience is and who they are. You don’t want to be pushing Facebook ads when the majority of your audience is on Twitter. That’s why it’s important to ask yourself the following questions:

  • What platform your target audience is on?
  • Which products do you want to sell to them?
  • What are their interests?

Having a strong grasp of your target audience will most likely decrease your spend on advertising and give you the best results in terms of leads.

Learn more about Google Adwords

If you’ve got funds to focus on advertising, then Google Adwords may just be the perfect option for you in maximising your leads. The myriad of ads that Google offer will really allow you to hone in on who and where you want to target.

Understanding the purpose of the different types of ads will certainly help in passively gaining leads through Google’s advertising system. You goals can all be met depending on how far along the sales funnel your targets are going to be. It would definitely be our advice to continuously run a series of ads i.e. brand awareness, consideration, and conversion. Once these ads are in place, they can continue to run even when you’re out of office.

UKMortgages

Wait, there’s more! Our guide to a summer of leads would not be complete without yet another easy-to-use option – UKMortgages. Our very own, and completely free-to-use, lead generation suite is compiled of a consumer-facing mortgage calculator & adviser search app, a website and an Amazon Echo Skill. The UKMortgages service is only for those customers that are already using our sourcing systems so make sure you sign up today so you can really reap the benefits. This Swiss-army mortgage tool offers a fantastic way for customers to get in touch with your business at any time. Just be sure that your business details are all available by filling in all appropriate information on our website.

So, once all these lead generators are put in place, you can really begin to enjoy the summer. Feel at ease knowing that even when the workday is done and you’re at home basking in the good weather, the leads will keep coming in. From everyone at Mortgage Brain, have a fantastic summer!

UKMortgages – a helping hand for first-time buyers

There’s no doubt. Life is hard for first-time buyers (FTBs). Trying to get on the property ladder in an age of sluggish wage rises, rising property prices, and a tightening of the rules around the approval of mortgages means that FTBs must work hard to find a Lender to support them.

That’s a daunting prospect. So where do they start? We developed UKMortgages to help FTBs kick-off the process by finding an adviser who is local to them, and who has the resources to match them with a suitable Lender.

A free service for FTB or BTL owners

It’s a free service that anyone can use – FTB or seasoned BTL owner. Available via a website, as an app available from Apple or Android app stores, or as an Amazon Skill, UKMortgages gives FTBs a great starting point. With a built-in mortgage calculator and a simple postcode search that presents them with a list of local advisers, they quickly have a wealth of knowledge available to them.

Of course, this has great benefits for advisers too. Mortgage Brain sourcing customers get the opportunity to have a free listing on UKMortgages. And why wouldn’t they when the app has been started 1.7m times? Who doesn’t want free leads? It takes advisers just a couple of minutes to enter their details so that they appear in searches online, on apps or through Amazon Echo. They just sit back and let the leads come to them.

So UKMortgages is a win-win situation. FTBs have a first port of call giving them hundreds of advisers and lots of information at their fingertips and advisers get leads for free. What’s not to like?

How the Client Portal is at the very centre of your customer relationships and helps to create the ‘digital customer journey’.

If you haven’t met yet, allow us to introduce you to The Key’s Client Portal. Through an integration of MortgageBrain Classic and MortgageBrain Anywhere, The Key leads the industry as a back-office system.

For those of you who don’t know already, through the use of several handy tools used within the Client Portal, including a Fact Find functionality and secure communication and document up and download, we have been able to deliver an exceptional digital customer journey at the very centre of your customer relationships.

The benefits: they’re for both you and your customer

We always want to ensure that your clients are given the best experience possible when working through the mortgage process. Not only will the Client Portal help in a client’s decision in choosing you as their broker but it provides them with a modern and efficient experience in their dealings with you.

The ease at which you can keep your clients up to date with the process of their application is another main highlight, with the Client Portal offering 24-hour access to both you and your customers via desktop, laptop, smartphone and tablet.

Client-focused Fact Find

We cannot talk about The Key’s Client Portal without the digital Fact Find functionality. This is certainly one of the best ways to enhance your customer experience all to the good.

The Fact Find enables clients to directly enter their information into your CRM system as and whenever it is convenient for them. Following this, it will then be immediately attached to their record within The Key. It is convenient for them and just as convenient for you – no rekeying!  Plus there are benefits in developing your customer relationships as all their personal facts and information are collected before any meetings.

This could save you up to 60 minutes of the mortgage process for each case and, therefore, means that your client meeting can steer more towards focusing on advice, rather than spending much of it gathering information. You also have the ability to lock or unlock your clients’ access to the Client Portal so that you can control when they can update and access the data.

So start your digital customer journey with your 30-day free trial today. To stay up to date on all our news, The Key or otherwise, follow us on Twitter – @Mortgage_Brain – and LinkedIn.

Meet the team: Matt Surridge

As a Mortgage Brain newbie Matt is already a top performer in our sales team, and is no stranger to getting us new clients – as well as keeping our current ones incredibly happy! We decided to find a little more about one of our newest members of the team, and here’s what we discovered…

How long have you been working at Mortgage Brain?
6 months.

What does a typical day look like for you?
No two days are the same. Having ‘national’ in my job title isn’t just to sound fancy! I could be demonstrating The Key or Criteria Hub to a firm of Brokers in Scotland one day, doing round table training in the Emirates Stadium or platform presentations at Wetherby Racecourse the next day.

What’s your favourite part of your job?
I enjoy sitting down with customers, looking at the challenges they face and helping them find solutions. That might be driving more footfall to their door via websites and apps or reducing the amount of customer data they have to re-key by moving them to our CRM and sourcing systems.

What is your best Mortgage Brain memory?
I really enjoyed being part of the Vision events that Mortgage Brain host each year. These events always get fantastic feedback from everyone who attends and there are lots of valuable insights into the industry.

Why Mortgage Brain – what drew you to the company?
I’ve worked in Financial Services since 2003 and all of the tools I used were provided by Mortgage Brain. I was always impressed by the depth of functionality and how easy it was to use, so when an opportunity came up to be part of the team I jumped at it!

Matt and Phil MEL

Tea or coffee?
Coffee.

You’re stranded on a desert island. Which co-worker would you like to have with you, and why?
Gemma Lang, there would never be awkward silences and I’m sure passing ships could hear from miles away…

What’s your best party trick?
I have a bottomless appetite so normally people are fascinated/horrified at how much I can eat!

Do you have any bad habits – especially ones that annoy the rest of the office?!
I think my habit of playing with my cuffs on photos seems to annoy people the most…

What’s your best quality, and how does it help you at work?
I have always worked in companies where taking ownership of problems personally is important. I bring this approach with me to make sure that, if any of our customers have any issues that need resolving, I won’t just pass it on. I’ll make sure I remain a point of call until it is resolved.

You can follow Matt’s Mortgage Brain journey on Twitter @SurridgeMatt or by catching up with him at an event near you soon!

Meeting customers’ expectations: how a satisfied customer is the best business strategy of all

The world around us is constantly changing, and technology plays a huge part – especially in the experience of the customer. We speak to hundreds of brokers every week, so we understand how tough it is to keep up with the ever-evolving technology and offer your customers a professional modern service they deserve.

Customers now want – and expect – to interact how, when and where they want to, and we all need to evolve and adapt to fulfil their expectations. Not only do we need to keep our existing customers happy, but we need to ensure that our businesses continue to grow. After all, it’s worth remembering that one happy customer could potentially endorse a business to five, six, seven potential new customers!

At Mortgage Brain, our teams have been building solutions for many years to enable you to satisfy the modern customers’ needs – but how do we do it, and what exactly do we do?

Investing in your solutions

To ensure that we offer the latest generation systems, 40% of our revenue is invested back into our developing our systems so that we can continue to deliver new products and services regularly and enhance our existing ones.

The Key Client Portal is a good example of a new product that we were able to launch due to our continued investment. It was developed in tandem with adviser feedback and with customer experience in mind to ensure that not only do your customers benefit from great service from you as you use our systems, but that we can support you and you receive a best service from us.

leading through the mortgage market

A fully integrated end-to-end process

Our systems are fully integrated – are yours? Not everyone realises that we are the only technology software company that offers mortgage Advisers an end-to-end mortgage process with single data entry, from lead generation all the way through to mortgage submission.

All our Mortgage Brain sourcing customers have the opportunity to be listed on our UKMortgages website, app and Amazon Echo Skill for free. UKMortgages is our lead generation suite that started with an app in 2012 offering consumers the chance to find their nearest adviser by postal address, as well as taking advantage of our B2C offerings such as website creation and adding plug-ins to help with generating those all-important leads. We also offer The Key as a back office system, complete with its own secure Client Portal, which integrates with both of our sourcing systems MortgageBrain Classic and MortgageBrain Anywhere. Our free mortgage application system, MTE, then completes the mortgage process, allowing you to submit your mortgage applications to 9 of the top lenders and get responses in under a minute.

Going above and beyond that, many brokers also use ConveyancingBrain – a free system that enables you recommend to your customers a customer-rated solicitor who your chosen lender accepts, and completes the whole property-buying process. ConveyancingBrain features a fantastic case tracking facility available to your customers 24/7, allowing them to stay up to date with their case anywhere anytime – just what any modern consumer wants.

Satisfying the customer

Now that you know about all the systems at your disposal, it’s important to understand how you can use them efficiently to really satisfy your customers’ needs and wants. The Key’s Client Portal is an excellent example of this, offering an online fact find, encrypted messaging, document exchange, case updates and 24/7 access for your clients.

Here is a clear testament to the benefits of the Client Portal, from a real customer:

“There’s no doubt that using the Portal significantly speeded up my mortgage application. Having completed the mortgage questions in advance the advice felt more considered and the exchange of documents & messages with my adviser made me feel much closer to the process.” Iain M, customer

Your customers will also want to know that they’re working with someone professional and reputable, so using the branding functionality will enable you to match the Client Portal to your company branding, creating a professional look and feel and will give not only an excellent first – and lasting – impression.

Using the Client Portal can save you up to an hour per case – and, when the average broker is completing six cases per week, that’s almost a whole day you’re saving!

#LoveYourCustomer

We’re here for you

The help we offer doesn’t simply stop at our systems. Our customer service team are on hand to answer any queries you have with 97% of your calls answered first time. We also have a help and training centre, which provides guides, videos and webinars for each of our systems – all free of charge.

Our partner integrations help you enrich your offering to your clients and ultimately make your business more profitable. ConveyancingBrain, iPipeline, IRESS, Royal London and PaymentShield each offer an extra string to your broker bow – try them today if you haven’t already.

And, don’t forget, our annual Mortgage Vision events always have a host of fantastic speakers, legislation updates and market insight to help you get the most out of our systems and hear from the experts.

It’s competitive out there, but with the right tools and up to date knowledge you can meet customers’ expectations, be more efficient and, overall, offer a customer experience that you can be proud of.

Welcome to Mortgage Vision

Can you believe that 2019 will be the 10th year of Mortgage Vision? Every year we are proud to offer our free intermediary CPD accredited roadshow to so many advisers, both customers and non-customers, DAs and ARs, advancing their knowledge on regulation, technology and the economy. In addition, broadening their business horizons in this ever-changing industry and witnessing new networking contacts being made between delegates.

In 2018, 98% of attendees rated the events as ‘Excellent’ or ‘Very Good’ so we’re very pleased to build on the momentum from last year to make this the best roadshow yet. Here’s a little about what you can expect…

What to expect
Our annual events are put on to ensure that you gain essential knowledge about the market as a whole. We also like to ensure that you can discover new business opportunities and network with the best and brightest in the industry.

Our roadshows will feature talks from leading companies and inspirational leaders. We have to give special thanks to Emily Machin from OneSavings Bank, our CEO, Mark Lofthouse and Robert Sinclair of AMI who will be kick-starting each event with a 20 minute platform presentation.

Several roundtable sessions will then follow, featuring: Coventry Building Society, Fluent Money for Advisers, Mortgage Brain, NatWest, OneSavings Bank, Royal London, Santander, Skipton Building Society, and Together. You can use this unique chance to talk, discuss and question your providers face to face – a great opportunity to gain valuable bits of information and keep updated.

You’ll get plenty of chances before, during and after to network with fellow Advisers, as well as enjoy a free lunch. Of course, all our delegates will be able to claim up to 3.5 hours* structured CPD towards their CII member CPD scheme. You can see the full agenda here and the one for Belfast here

Topics being covered
We’ll also be covering a range of subjects, such as the Mortgages Market Review, the current mortgage market climate, the true value of the adviser to the customer and how technological advancement serves the Adviser and their future Customer to name a few.

Read what the speakers and each individual roundtable presenters will be talking about by clicking on each of the logos on the relevant section on this Mortgage Vision website page.  

All of that in a few hours!

Locations
We’re very pleased to be offering Mortgage Vision in twelve locations once again this year. The dates are as follows:

  • Newcastle – Gateshead Marriott Hotel – Wednesday 25th September
  • Leeds – Leeds United FC – Thursday 26th September
  • Southampton – Macdonald Botley Park Hotel – Thursday 3rd October
  • London/Elstree – Holiday Inn – Tuesday 8th October
  • Manchester – AJ Bell Stadium – Wednesday 16th October
  • Birmingham – Aston Villa – Thursday 17th October
  • London/Arsenal – Arsenal FC – Thursday 31st October
  • Belfast – Hilton Belfast Templepatrick – Wednesday 6th November
  • Newport – Holiday Inn – Wednesday 13th November
  • Exeter – Exeter Racecourse – Thursday 14th November
  • Maidstone – Tudor Park Marriott Hotel – Wednesday 20th November
  • Sunbury/Middx – Kempton Park Racecourse – Thursday 21st November

You can now book your free place for any of our remaining venues on our website – and even reserve a spot for your colleagues at the same time!

You can view all the events and all other information at www.mortgagevision.net and make sure you let us know you’re coming along by tweeting us @Mortgage_Brain and using the hashtag #MV2019.

We look forward to welcoming you back to our 10th year of Mortgage Vision – it’s sure to be our best one yet!

*Breaks not included. Belfast event provides up to 2.5 CPD hours accredited by the CII (also excluding breaks).