As the mortgage industry continues to evolve, our team of seasoned experts is here to ensure you’re informed, prepared, and confident every step of the way.
Technology, AI and market trends
Diversification, protection and specialist lending
Expert speakers and interactive roundtables
Technology, AI and market trends
Diversification, protection and specialist lending
Expert speakers and interactive roundtables
We understand the challenges facing today’s advisers – from navigating complex compliance requirements to uncovering new business opportunities and adopting technology that enhances efficiency. Mortgage Vision delivers practical solutions tailored to your day-to-day needs.
Advance your professional development with up to 3.75 CPD hours, accredited under the CII/Personal Finance Society CPD scheme – just another way we support your growth.
Gain fresh perspectives from respected industry leaders, participate in high-impact roundtable discussions, and connect with leading lenders. Each event is designed to give you the tools, knowledge, and contacts you need to succeed.
Don’t miss this opportunity to stay ahead of the curve, strengthen your network, and elevate your advisory practice. Join us at a Mortgage Vision event and take the next step in your professional journey.
Curious what Mortgage Vision events are really like? Here’s what previous attendees had to say!
Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders who will rotate between events.
Stephanie joined the Association of Mortgage Intermediaries (AMI) as chief executive in February 2025, having held previous roles within key distributors spanning 27 years.
Most recently, she was group partnerships & propositions director at Sesame Bankhall Group and previously director of mortgages at specialist distributor Positive Lending, and head of mortgages & insurance at Mortgage Intelligence.
Throughout her career working across the intermediary sector, Stephanie has been a passionate promoter of the need for, and value of, advice.
Rachel is a senior policy adviser at the Association of Mortgage Intermediaries (AMI), bringing over eight years of experience in financial services, primarily within the mortgage lending sector. She joined AMI in 2023.
Rachel previously led Working in Mortgages, a joint careers, diversity, and inclusion initiative between AMI and IMLA.
Currently, she heads the Green Mortgage Advice Initiative, a key project designed to support intermediaries in navigating green finance and sustainability issues.
Rachel also contributes to AMI’s work on broader industry issues, including AI, technology, innovation, and cybersecurity in financial services.
Sabrina has been in financial services for the last six years. She completed her CeMAP to become a mortgage adviser and also has experience as a mortgage and protection paraplanner for a broker firm. She joined AMI as a senior policy adviser in September 2024 and is the new project lead for the Working in Mortgages initiative. Other key areas of focus include FOS, Open Finance and the Digital Property Information Protocol.
Stacy is AMI’s head of policy and joined the organisation in 2019. Before this, she worked as a high-net-worth home and motor insurance broker. A large part of her role at AMI is focused on GI and protection, including AMI’s annual Viewpoint report. Other areas of focus and expertise include vulnerability, the Protection Market Study, FCA fees and levies and the Appointed Representatives regime.
After 20 years working in the financial services sector, Ian brings a wealth of experience to the role.
Ian uses the extensive market knowledge he has gained, as well as his cross-brand expertise of Precise, Kent Reliance for Intermediaries and InterBay Commercial, to find tailored solutions, helping brokers grow their businesses.
Ian is responsible for delivering educational and thought-leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of brokers. He is passionate about passing on what he’s learnt after two decades in the industry to make sure they’re armed with the knowledge they need.
After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up from a business development manager role to head of sales. He joined Precise Mortgages in 2017 as BDM for the North West, before moving across to the key accounts team within a year, where he progressed to senior corporate account manager for OSB Group. He was named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.
With a wealth of knowledge built up over nearly 30 years, Andy is perfectly placed to support key accounts and networks, no matter how challenging or unusual a case.
Andy began his career as a telemarketer for Mortgage Trust in 1995 before moving into a business development manager role, a position he held at several different companies, including Standard Life, SPML and Nationwide.
He joined Kent Reliance for Intermediaries as a BDM in 2015 and became a member of the Key Relationship Team in early 2022. As key relationship manager, he’s responsible for maintaining and developing relationships with the Group’s corporate account partners and presenting at events and conferences around the UK.
Andy enjoys promoting the solutions offered by OSB Group’s three brands and explaining the wide variety of different scenarios and types of business they can help with.
As corporate relationship manager, Ben is responsible for managing and developing relationships with Coventry for Intermediaries’ key distribution partners. He joined Coventry in 2012 as a business development manager and has also managed one of their BDM teams.
With over 25 years of experience in intermediary mortgages, Ben has previously worked in various roles at Cheltenham & Gloucester, NatWest and as a broker.
Having worked at Coventry Building Society for over 18 years, Jonathan is an experienced head of intermediary relationship management, and previously worked as a business development manager and corporate account manager.
Jonathan’s current position involves fostering broker relationships, leading corporate account management teams and overseeing the intermediary development telephone team in head office as well as a team of regional managers and BDMs.
Jonathan also became chair of IMLA in January 2026.
Andrew is a multi-award-winning finance professional with over 30 years of industry experience, starting in the mortgage industry in 1994 at John Charcol, and co-founding Coreco in 2009. As CEO of the Coreco group, he successfully grew the company to become a well-known, dynamic brand, focussing on the overall vision, strategy, and culture of the company.
As Coreco’s media spokesperson Andrew is a go to expert and can often be seen or heard on TV and radio as well as regularly commenting in the national, local and trade press.
Now in an expanded role with One Dome, he is also the head of One Dome Growth Partners, where as well as looking after Coreco, he heads up the One Dome Self-Employed team and Mortgage Intelligence Network, looking to invest and help grow both self-employed brokers and AR firms in a fresh, dynamic environment.
Winner of several industry awards including Mortgage Strategist of the Year and Mortgage Personality of the Year, (twice), he is also a double recipient of the Best Press Spokesperson and Best Marketeer, and a four-time winner of Business Leader: Broker gongs at the British Mortgage Awards.
For the past five years Andrew has proudly served as chairman of the Association of Mortgage Intermediaries, (AMI) as a cheerleader for the mortgage industry and continues to work at the coal face advising clients.
Eloise Hall joined LSL’s surveying division, e.surv Chartered Surveyors, in 2025 as Strategic Relationship Director, leading strategic partnerships and B2B marketing to drive growth across the lending ecosystem.
She works closely with lenders and industry partners to build long-term, sustainable relationships and is recognised for connecting organisations across the mortgage journey to deliver stronger outcomes.
Eloise has received multiple industry accolades, including being named a Top 100 Global Mortgage Professional and an Elite Woman. She is also an active advocate for wellbeing in financial services, playing a key role in the Mortgage Industry Mental Health Charter (MIMHC) and co-hosting its podcast.
Jason Berry is one of the most recognised and respected figures in the UK mortgage industry, with more than 35 years of experience spanning advisory, specialist lending, insurance and distribution.
He is currently group sales director at Crystal Specialist Finance, where he has played a pivotal role in the company’s award-winning growth and market leadership since joining in 2020.
Before Crystal, Jason held senior leadership positions at Platform Home Loans and Uinsure, building a reputation for driving commercial success, developing high-performing teams and creating strong industry partnerships.
Alongside his commercial career, Jason is co-founder of the Mortgage Industry Mental Health Charter (MIMHC), a not-for-profit foundation dedicated to improving mental health and wellbeing across the mortgage sector. Since its launch, MIMHC has grown to more than 400 signatory firms, reaching over 30,000 industry professionals and raising in excess of ÂŁ150,000 to support wellbeing initiatives.
In 2025, Jason was appointed to the board of the Association of Mortgage Intermediaries, further recognising his commitment to shaping a stronger, healthier and more sustainable future for the mortgage profession.
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Matt has spent over two decades in the mortgage industry, taking on a variety of roles including banking associate, TBDM, BDM, and, more recently, supporting with our club and network national account partners.
In 2018, Matt joined Virgin Money and Clydesdale Bank as a national account manager, before stepping up as head of national accounts in 2023.
Paul Adams is the sales director at Pepper Money, with responsibility for leading the lender’s first charge sales and distribution strategy working exclusively with brokers and intermediaries.
He joined Pepper from Santander for Intermediaries, where he worked for nearly 10 years, becoming the lender’s head of intermediary distribution. Prior to HSBC, Paul worked at GMAC-RFC, where he was head of product and strategic insights.
Katie Zehntner has extensive experience in the mortgage industry. She worked her way up to becoming a qualified advisor before she transitioned into Business Development Manager roles with major lenders such as Santander and HSBC. Katie has been a part of Mortgage Brains’ innovative journey since 2022, working as our National Account Manager. She is passionate about the impact of technology on the industry, where she aims to help brokers save time and improve efficiency with cutting-edge solutions.
Niki Cooke is a National Account Manager at Mortgage Brain, known for her infectious enthusiasm, relationship-first approach and passion for supporting the mortgage industry. Working closely with lenders, networks and advisers, she helps firms make the most of technology to improve efficiency and deliver better customer outcomes. With extensive experience across mortgage technology and financial services, Niki brings energy, insight and plenty of personality to every conversation. She is delighted to be hosting Mortgage Vision 2026 and looking forward to an engaging day of ideas, innovation and industry discussion
Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders who will rotate between events.
Stephanie joined the Association of Mortgage Intermediaries (AMI) as chief executive in February 2025, having held previous roles within key distributors spanning 27 years.
Most recently, she was group partnerships & propositions director at Sesame Bankhall Group and previously director of mortgages at specialist distributor Positive Lending, and head of mortgages & insurance at Mortgage Intelligence.
Throughout her career working across the intermediary sector, Stephanie has been a passionate promoter of the need for, and value of, advice.
Rachel is a senior policy adviser at the Association of Mortgage Intermediaries (AMI), bringing over eight years of experience in financial services, primarily within the mortgage lending sector. She joined AMI in 2023.
Rachel previously led Working in Mortgages, a joint careers, diversity, and inclusion initiative between AMI and IMLA.
Currently, she heads the Green Mortgage Advice Initiative, a key project designed to support intermediaries in navigating green finance and sustainability issues.
Rachel also contributes to AMI’s work on broader industry issues, including AI, technology, innovation, and cybersecurity in financial services.
Sabrina has been in financial services for the last six years. She completed her CeMAP to become a mortgage adviser and also has experience as a mortgage and protection paraplanner for a broker firm. She joined AMI as a senior policy adviser in September 2024 and is the new project lead for the Working in Mortgages initiative. Other key areas of focus include FOS, Open Finance and the Digital Property Information Protocol.
Stacy is AMI’s head of policy and joined the organisation in 2019. Before this, she worked as a high-net-worth home and motor insurance broker. A large part of her role at AMI is focused on GI and protection, including AMI’s annual Viewpoint report. Other areas of focus and expertise include vulnerability, the Protection Market Study, FCA fees and levies and the Appointed Representatives regime.
After 20 years working in the financial services sector, Ian brings a wealth of experience to the role.
Ian uses the extensive market knowledge he has gained, as well as his cross-brand expertise of Precise, Kent Reliance for Intermediaries and InterBay Commercial, to find tailored solutions, helping brokers grow their businesses.
Ian is responsible for delivering educational and thought-leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of brokers. He is passionate about passing on what he’s learnt after two decades in the industry to make sure they’re armed with the knowledge they need.
After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up from a business development manager role to head of sales. He joined Precise Mortgages in 2017 as BDM for the North West, before moving across to the key accounts team within a year, where he progressed to senior corporate account manager for OSB Group. He was named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.
With a wealth of knowledge built up over nearly 30 years, Andy is perfectly placed to support key accounts and networks, no matter how challenging or unusual a case.
Andy began his career as a telemarketer for Mortgage Trust in 1995 before moving into a business development manager role, a position he held at several different companies, including Standard Life, SPML and Nationwide.
He joined Kent Reliance for Intermediaries as a BDM in 2015 and became a member of the Key Relationship Team in early 2022. As key relationship manager, he’s responsible for maintaining and developing relationships with the Group’s corporate account partners and presenting at events and conferences around the UK.
Andy enjoys promoting the solutions offered by OSB Group’s three brands and explaining the wide variety of different scenarios and types of business they can help with.
As corporate relationship manager, Ben is responsible for managing and developing relationships with Coventry for Intermediaries’ key distribution partners. He joined Coventry in 2012 as a business development manager and has also managed one of their BDM teams.
With over 25 years of experience in intermediary mortgages, Ben has previously worked in various roles at Cheltenham & Gloucester, NatWest and as a broker.
Having worked at Coventry Building Society for over 18 years, Jonathan is an experienced head of intermediary relationship management, and previously worked as a business development manager and corporate account manager.
Jonathan’s current position involves fostering broker relationships, leading corporate account management teams and overseeing the intermediary development telephone team in head office as well as a team of regional managers and BDMs.
Jonathan also became chair of IMLA in January 2026.
Andrew is a multi-award-winning finance professional with over 30 years of industry experience, starting in the mortgage industry in 1994 at John Charcol, and co-founding Coreco in 2009. As CEO of the Coreco group, he successfully grew the company to become a well-known, dynamic brand, focussing on the overall vision, strategy, and culture of the company.
As Coreco’s media spokesperson Andrew is a go to expert and can often be seen or heard on TV and radio as well as regularly commenting in the national, local and trade press.
Now in an expanded role with One Dome, he is also the head of One Dome Growth Partners, where as well as looking after Coreco, he heads up the One Dome Self-Employed team and Mortgage Intelligence Network, looking to invest and help grow both self-employed brokers and AR firms in a fresh, dynamic environment.
Winner of several industry awards including Mortgage Strategist of the Year and Mortgage Personality of the Year, (twice), he is also a double recipient of the Best Press Spokesperson and Best Marketeer, and a four-time winner of Business Leader: Broker gongs at the British Mortgage Awards.
For the past five years Andrew has proudly served as chairman of the Association of Mortgage Intermediaries, (AMI) as a cheerleader for the mortgage industry and continues to work at the coal face advising clients.
Eloise Hall joined LSL’s surveying division, e.surv Chartered Surveyors, in 2025 as Strategic Relationship Director, leading strategic partnerships and B2B marketing to drive growth across the lending ecosystem.
She works closely with lenders and industry partners to build long-term, sustainable relationships and is recognised for connecting organisations across the mortgage journey to deliver stronger outcomes.
Eloise has received multiple industry accolades, including being named a Top 100 Global Mortgage Professional and an Elite Woman. She is also an active advocate for wellbeing in financial services, playing a key role in the Mortgage Industry Mental Health Charter (MIMHC) and co-hosting its podcast.
Jason Berry is one of the most recognised and respected figures in the UK mortgage industry, with more than 35 years of experience spanning advisory, specialist lending, insurance and distribution.
He is currently group sales director at Crystal Specialist Finance, where he has played a pivotal role in the company’s award-winning growth and market leadership since joining in 2020.
Before Crystal, Jason held senior leadership positions at Platform Home Loans and Uinsure, building a reputation for driving commercial success, developing high-performing teams and creating strong industry partnerships.
Alongside his commercial career, Jason is co-founder of the Mortgage Industry Mental Health Charter (MIMHC), a not-for-profit foundation dedicated to improving mental health and wellbeing across the mortgage sector. Since its launch, MIMHC has grown to more than 400 signatory firms, reaching over 30,000 industry professionals and raising in excess of ÂŁ150,000 to support wellbeing initiatives.
In 2025, Jason was appointed to the board of the Association of Mortgage Intermediaries, further recognising his commitment to shaping a stronger, healthier and more sustainable future for the mortgage profession.
Â
Matt has spent over two decades in the mortgage industry, taking on a variety of roles including banking associate, TBDM, BDM, and, more recently, supporting with our club and network national account partners.
In 2018, Matt joined Virgin Money and Clydesdale Bank as a national account manager, before stepping up as head of national accounts in 2023.
Paul Adams is the sales director at Pepper Money, with responsibility for leading the lender’s first charge sales and distribution strategy working exclusively with brokers and intermediaries.
He joined Pepper from Santander for Intermediaries, where he worked for nearly 10 years, becoming the lender’s head of intermediary distribution. Prior to HSBC, Paul worked at GMAC-RFC, where he was head of product and strategic insights.
Katie Zehntner has extensive experience in the mortgage industry. She worked her way up to becoming a qualified advisor before she transitioned into Business Development Manager roles with major lenders such as Santander and HSBC. Katie has been a part of Mortgage Brains’ innovative journey since 2022, working as our National Account Manager. She is passionate about the impact of technology on the industry, where she aims to help brokers save time and improve efficiency with cutting-edge solutions.
To come
Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders who will rotate between events.
Chief Executive,
Association of Mortgage Intermediaries (AMI)
Stephanie joined the Association of Mortgage Intermediaries (AMI) as chief executive in February 2025, having held previous roles within key distributors spanning 27 years.
Most recently, she was group partnerships & propositions director at Sesame Bankhall Group and previously director of mortgages at specialist distributor Positive Lending, and head of mortgages & insurance at Mortgage Intelligence.
Throughout her career working across the intermediary sector, Stephanie has been a passionate promoter of the need for, and value of, advice.
Senior Policy Adviser,
Association of Mortgage Intermediaries (AMI)
Rachel is a senior policy adviser at the Association of Mortgage Intermediaries (AMI), bringing over eight years of experience in financial services, primarily within the mortgage lending sector. She joined AMI in 2023.
Rachel previously led Working in Mortgages, a joint careers, diversity, and inclusion initiative between AMI and IMLA.
Currently, she heads the Green Mortgage Advice Initiative, a key project designed to support intermediaries in navigating green finance and sustainability issues.
Rachel also contributes to AMI’s work on broader industry issues, including AI, technology, innovation, and cybersecurity in financial services.
Senior Policy Adviser,
Association of Mortgage Intermediaries (AMI)
Sabrina has been in financial services for the last six years. She completed her CeMAP to become a mortgage adviser and also has experience as a mortgage and protection paraplanner for a broker firm. She joined AMI as a senior policy adviser in September 2024 and is the new project lead for the Working in Mortgages initiative. Other key areas of focus include FOS, Open Finance and the Digital Property Information Protocol.
Head of Policy
Association of Mortgage Intermediaries (AMI)
Stacy is AMI’s head of policy and joined the organisation in 2019. Before this, she worked as a high-net-worth home and motor insurance broker. A large part of her role at AMI is focused on GI and protection, including AMI’s annual Viewpoint report. Other areas of focus and expertise include vulnerability, the Protection Market Study, FCA fees and levies and the Appointed Representatives regime.
Key Relationship Manager
OSB Group
After 20 years working in the financial services sector, Ian brings a wealth of experience to the role.
Ian uses the extensive market knowledge he has gained, as well as his cross-brand expertise of Precise, Kent Reliance for Intermediaries and InterBay Commercial, to find tailored solutions, helping brokers grow their businesses.
Ian is responsible for delivering educational and thought-leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of brokers. He is passionate about passing on what he’s learnt after two decades in the industry to make sure they’re armed with the knowledge they need.
After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up from a business development manager role to head of sales. He joined Precise Mortgages in 2017 as BDM for the North West, before moving across to the key accounts team within a year, where he progressed to senior corporate account manager for OSB Group. He was named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.
Key Relationship Manager
OSB Group
With a wealth of knowledge built up over nearly 30 years, Andy is perfectly placed to support key accounts and networks, no matter how challenging or unusual a case.
Andy began his career as a telemarketer for Mortgage Trust in 1995 before moving into a business development manager role, a position he held at several different companies, including Standard Life, SPML and Nationwide.
He joined Kent Reliance for Intermediaries as a BDM in 2015 and became a member of the Key Relationship Team in early 2022. As key relationship manager, he’s responsible for maintaining and developing relationships with the Group’s corporate account partners and presenting at events and conferences around the UK.
Andy enjoys promoting the solutions offered by OSB Group’s three brands and explaining the wide variety of different scenarios and types of business they can help with.
Corporate Relationship Manager,
Coventry for Intermediaries
As corporate relationship manager, Ben is responsible for managing and developing relationships with Coventry for Intermediaries’ key distribution partners. He joined Coventry in 2012 as a business development manager and has also managed one of their BDM teams.
With over 25 years of experience in intermediary mortgages, Ben has previously worked in various roles at Cheltenham & Gloucester, NatWest and as a broker.
Head of Intermediary Relationships,
Coventry for Intermediaries
Having worked at Coventry Building Society for over 18 years, Jonathan is an experienced head of intermediary relationship management, and previously worked as a business development manager and corporate account manager.
Jonathan’s current position involves fostering broker relationships, leading corporate account management teams and overseeing the intermediary development telephone team in head office as well as a team of regional managers and BDMs.
Jonathan also became chair of IMLA in January 2026.
Chief Executive Officer,
Coreco
Andrew is a multi-award-winning finance professional with over 30 years of industry experience, starting in the mortgage industry in 1994 at John Charcol, and co-founding Coreco in 2009. As CEO of the Coreco group, he successfully grew the company to become a well-known, dynamic brand, focussing on the overall vision, strategy, and culture of the company.
As Coreco’s media spokesperson Andrew is a go to expert and can often be seen or heard on TV and radio as well as regularly commenting in the national, local and trade press.
Now in an expanded role with One Dome, he is also the head of One Dome Growth Partners, where as well as looking after Coreco, he heads up the One Dome Self-Employed team and Mortgage Intelligence Network, looking to invest and help grow both self-employed brokers and AR firms in a fresh, dynamic environment.
Winner of several industry awards including Mortgage Strategist of the Year and Mortgage Personality of the Year, (twice), he is also a double recipient of the Best Press Spokesperson and Best Marketeer, and a four-time winner of Business Leader: Broker gongs at the British Mortgage Awards.
For the past five years Andrew has proudly served as chairman of the Association of Mortgage Intermediaries, (AMI) as a cheerleader for the mortgage industry and continues to work at the coal face advising clients.
Strategic Relationship Director,Â
e.surv
Eloise Hall joined LSL’s surveying division, e.surv Chartered Surveyors, in 2025 as Strategic Relationship Director, leading strategic partnerships and B2B marketing to drive growth across the lending ecosystem.
She works closely with lenders and industry partners to build long-term, sustainable relationships and is recognised for connecting organisations across the mortgage journey to deliver stronger outcomes.
Eloise has received multiple industry accolades, including being named a Top 100 Global Mortgage Professional and an Elite Woman. She is also an active advocate for wellbeing in financial services, playing a key role in the Mortgage Industry Mental Health Charter (MIMHC) and co-hosting its podcast.
Group Sales Director,
Crystal Specialist Finance
Jason Berry is one of the most recognised and respected figures in the UK mortgage industry, with more than 35 years of experience spanning advisory, specialist lending, insurance and distribution.
He is currently group sales director at Crystal Specialist Finance, where he has played a pivotal role in the company’s award-winning growth and market leadership since joining in 2020.
Before Crystal, Jason held senior leadership positions at Platform Home Loans and Uinsure, building a reputation for driving commercial success, developing high-performing teams and creating strong industry partnerships.
Alongside his commercial career, Jason is co-founder of the Mortgage Industry Mental Health Charter (MIMHC), a not-for-profit foundation dedicated to improving mental health and wellbeing across the mortgage sector. Since its launch, MIMHC has grown to more than 400 signatory firms, reaching over 30,000 industry professionals and raising in excess of ÂŁ150,000 to support wellbeing initiatives.
In 2025, Jason was appointed to the board of the Association of Mortgage Intermediaries, further recognising his commitment to shaping a stronger, healthier and more sustainable future for the mortgage profession.
Head of National Accounts, Virgin Money and Clydesdale Bank
Matt has spent over two decades in the mortgage industry, taking on a variety of roles including banking associate, TBDM, BDM, and, more recently, supporting with our club and network national account partners.
In 2018, Matt joined Virgin Money and Clydesdale Bank as a national account manager, before stepping up as head of national accounts in 2023.
Sales Director,
Pepper Money
Paul Adams is the sales director at Pepper Money, with responsibility for leading the lender’s first charge sales and distribution strategy working exclusively with brokers and intermediaries.
He joined Pepper from Santander for Intermediaries, where he worked for nearly 10 years, becoming the lender’s head of intermediary distribution. Prior to HSBC, Paul worked at GMAC-RFC, where he was head of product and strategic insights.
National Account Manager, Â
Mortgage Brain
Katie Zehntner has extensive experience in the mortgage industry. She worked her way up to becoming a qualified advisor before she transitioned into Business Development Manager roles with major lenders such as Santander and HSBC. Katie has been a part of Mortgage Brains’ innovative journey since 2022, working as our National Account Manager. She is passionate about the impact of technology on the industry, where she aims to help brokers save time and improve efficiency with cutting-edge solutions.
National Account Manager, Â
Mortgage Brain
Katie Zehntner has extensive experience in the mortgage industry. She worked her way up to becoming a qualified advisor before she transitioned into Business Development Manager roles with major lenders such as Santander and HSBC. Katie has been a part of Mortgage Brains’ innovative journey since 2022, working as our National Account Manager. She is passionate about the impact of technology on the industry, where she aims to help brokers save time and improve efficiency with cutting-edge solutions.
Join us at one of our free mortgage adviser roadshow events to find out what factors are influencing our marketplace right now, what new growth opportunities are opening for you, and how you can stay ahead of the market with leading technology.
Click a map pin to book that venue!
Glasgow
Newcastle
Leeds
Manchester
Birmingham
Gloucester
Exeter
Southampton
Basildon
Elstree
Esher
Brighton
08:45am – 09:00am
Registration
09:00am – 09:30am
Lender and Business Partner networking
09:30am – 09:40am
Welcome address
09:40am – 10:05am
The evolving mortgage market: diversification, opportunity and the future of advice – OSB Group
10:05am – 11:10am
Roundtable discussions
11:10am – 11:40am
Coffee & networking
11:40am – 12:05pm
Closing the protection gap: turning insight into action – Association of Mortgage Intermediaries
12:05pm – 1:10pm
Roundtable discussions
1:10pm – 1:15pm
Comfort break
1:15pm – 1:25pm
People, performance and pressure: what do the latest stats tell us? – Mortgage Industry Mental Health Charter
1:25pm – 1:45pm
All together better – Coventry for Intermediaries
1:45pm – 1:50pm
Closing Remarks
1:50pm – 2:30pm
Lunch and networking
08:45am – 09:00am
Registration
09:00am – 09:30am
Lender and Business Partner networking
09:30am – 09:40am
Welcome address
09:40am – 10:05am
The evolving mortgage market: diversification, opportunity and the future of advice
OSB Group
10:05am – 11:10am
Roundtable discussions
11:10am – 11:40am
Coffee & networking
11:40am – 12:05pm
Closing the protection gap: turning insight into action
Association of Mortgage Intermediaries
12:05pm – 1:10pm
Roundtable discussions
1:10pm – 1:15pm
Comfort break
1:15pm – 1:25pm
People, performance and pressure: what do the latest stats tell us?
Mortgage Industry Mental Health Charter
1:25pm – 1:45pm
All together better
Coventry for Intermediaries
1:45pm – 1:50pm
Closing remarks
1:50pm – 2:30pm
Lunch and networking
