Mortgage Vision 2019 countdown
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Identifying opportunities and exploring challenges within the mortgage market.
The must-attend intermediary roadshow featuring platform presentations from AMI, OneSavings Bank and Mortgage Brain followed by 10 round table sessions at 12 free events around the country.
Gain essential knowledge about our market place, current and incoming regulation, expand your business horizon and learnings from Lender and Partner presentations - all in one morning. Free event accredited by the CII for up to 3.5 hours plus lunch.Book your place today! View all 12 venues
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The reputation of Mortgage Vision speaks for itself. Now in its 10th year - it just gets bigger and better each year with at least 4 events on waiting list only in 2018, so don't delay book now!
In 2018, 98% of attendees rated the events as 'Excellent' or 'Very Good', 89% said the platform presentations and 90% said the roundtable presentations met their learning objectives and 99.8% would recommend the events to a colleague!
Mortgages Market Review plus Senior Managers and Certification Regime. The current mortgage market climate, the true value of the adviser to the customer. How technological advancement serves the Adviser and their future Customer.... to name but a few!
Three platform presentations from industry leaders: AMI (Association of Mortgage Intermediaries), OneSavings Bank & Mortgage Brain
117 Roundtable sessions from 6 Lenders and 4 leading providers across all events (6 tables at Belfast)
AMI, Coventry for Intermediaries, Fluent for Advisers, Mortgage Brain, NatWest, OneSavingsBank, Progressive BS, Royal London, Santander for Intermediaries, Skipton Intermediaries and Together.
AMI will be updating on the latest proposals from the FCA following their Mortgages Market Study
and giving its view on the work all firms need to do to comply with the new Senior Managers and
Certification Regime. These will have major and permanent impacts on firms and the market in 2020.
AMI will also be sharing its opinion on the developing world of technology.
Coventry for Intermediaries will cover recent changes to their lending policy. There will be a Residential update on self-employed policy,
as well as an overview of Buy to Let improvements. They will also cover key areas to their proposition to help ensure that your
clients get the best possible outcome.
As we forge forward shaping and changing the mortgage process, we'll be demonstrating how increased functionality within technology enables Advisers to connect with customers. Through new features plus integrated solutions with Criteria Hub and other partners, there are unique opportunities for Advisers to forge closer and stronger relationships with your customers.
We'll be demonstrating how technology can deliver true and transparent advantages in the relationships
between the Lender, the Adviser and their customer. How technology offers connectivity with Lenders on a scale
never delivered before, enabling Advisers to receive responses in seconds whether through an integrated or standalone system.
Service is our no.1 priority - that's why NWIS has a team over 50 BDMs covering the UK and a dedicated broker instant messaging service LiveTALK.
Delivering a better everyday experience for brokers and customers is at the core of what we do
After this presentation you will understand all the brands that make up One Savings Bank and how each one can help you
with different aspects of the specialist market. With the demands and needs of the consumer ever changing, it's
important to understand the specialist mortgages available in the market and how Kent Reliance & Interbay can
provide products and services to suit your client.
Progressive Building Society - locally based lender. We put the broker first by a commitment to delivering a
top class service, with easy and direct access to a dedicated team of experienced underwriters.
We'll show you how to include an affordable, quality Income Protection solution in a menu plan, whilst keeping
to your client's budget. We'll also give you the tools to highlight that relying solely on state benefits if
they become too ill to work, may result in them being unable to maintain their current lifestyle.
The focus of Santander for Intermediaries round table presentation is to keep you up to date with what's changed,
remind you of the reasons why you should choose Santander for Intermediaries and provide top tips on how you
can get a quicker offer. We look forward to meeting you at the forthcoming road show events.
At Skipton Intermediaries brokers are their top priority, as the majority of their lending is done through the
intermediary channel. That's why we're committed to delivering the right solutions for today's mortgage market,
and understand that the way to help brokers deliver for their clients is through a personal, common-sense and flexible approach.
Established in 1974, Together has been bringing common sense to the UK specialist secured lending market for 45 years.
Our expertise means we can look beyond mainstream criteria to take an individual view of customers' needs and treat
each application on its own merits.
Head of National Accounts, OneSavings Bank plc
Emily Machin is Head of National Accounts at OneSavings Bank (OSB). Managing corporate relationships across Kent Reliance for Intermediaries, InterBay Commercial and Prestige Finance, Emily ensures that strong relationships are maintained with OSB's key partners by overseeing strategic decision making to onboarding new corporate accounts, case progression, payment of procuration fees and the management of the broker support team.
Chief Executive, AMI and AFB
Robert helped establish the Association of Mortgage Intermediaries (AMI) as an independent entity on 1 February 2012.
Robert joined the former parent trade body, AIFA, in October 2006, initially looking after the Association of Finance
Brokers and since 2008, AMI. He looks after the day-to-day running of AMI and AFB by delivering member information
and services, lobbying regulators and policy-makers and developing press relations,
He brings a wealth of industry experience to the trade body having held a number of front line sales roles combined with experience in marketing, training and internal audit in HSBC and Santander.
CEO, Mortgage Brain
Mark joined Mortgage Brain as Chief Executive in 2002 and has over 31 years' experience in the application and delivery of technology based products and services across the financial services industry as a whole. He has been recognised by the Industry and has won the Technology Advocate award 4 times at the British Mortgage Awards. Formerly Managing Director of AssureWeb (now iPipeline), Managing Director of Insurance at CMG Computer Management Group and Associate Director at ACT Financial Systems.
Wednesday, 25th September
Thursday, 26th September
Thursday, 3rd October
Tuesday, 8th October
Wednesday, 16th October
Thursday, 17th October
Excellent presentations, combined with round table discussions are of immense value to my business.
It is good to hear real people/professionals presenting, giving their opinions and little nuggets of information which you don't get via the internet or webinars!
Usual good event in my calendar every year. Good job.
A very well run event worth coming to to keep up to date with the changing mortgage market and protection.