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#MV2022

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#MV2022

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#MV2022

Mortgage Vision Learning Objectives

Mortgage Vision Learning Objectives

Plenary Sessions

Plenary Sessions

Mortgage Brain Logo
In this session, Mortgage Brain will firstly take a look back at key events and milestones over the last 12 months. They will then move on to examine the usage of mortgage affordability and product research tools, before putting lender submission technology under the lens to discuss how they are responding to client demands.

With API a hot topic, they will explain the opportunity of this technology, how the landscape will change in the coming year and the benefits this will bring to the broker community.

Finally, they will also have a look at consumer habits and how brokers will need to adapt to satisfy their customer expectations.

Neil Wyatt, sales and marketing director, Mortgage Brain or Sharon Marshall, sales director intermediaries, Mortgage Brain
Mortgage Brain Logo
In this session, Mortgage Brain will firstly take a look back at key events and milestones over the last 12 months. They will then move on to examine the usage of mortgage affordability and product research tools, before putting lender submission technology under the lens to discuss how they are responding to client demands.

With API a hot topic, they will explain the opportunity of this technology, how the landscape will change in the coming year and the benefits this will bring to the broker community.

Finally, they will also have a look at consumer habits and how brokers will need to adapt to satisfy their customer expectations.

Neil Wyatt, sales and marketing director, Mortgage Brain or Sharon Marshall, sales director intermediaries, Mortgage Brain
AMI-Logo-Master Trans

In this session, the Association of Mortgage Intermediaries will focus on “The big change agenda”, discussing:

  • The risk of not embracing the green and retrofit agenda
  • Consumer Duty now the rules have landed
  • Is lifetime lending the place to be?

In addition, the session will summarise where the sector is on FCA, FOS and FSCS costs and the PII market.

Stacy Penn, senior policy adviser, AMI or Robert Sinclair, chief executive, AMI or Chloe Timperley, senior policy adviser, AMI

AMI-Logo-Master Trans

In this session, the Association of Mortgage Intermediaries will focus on “The big change agenda”, discussing:

  • The risk of not embracing the green and retrofit agenda
  • Consumer Duty now the rules have landed
  • Is lifetime lending the place to be?

In addition, the session will summarise where the sector is on FCA, FOS and FSCS costs and the PII market.

Stacy Penn, senior policy adviser, AMI or Robert Sinclair, chief executive, AMI or Chloe Timperley, senior policy adviser, AMI

OSB Group logo Approved 300px

This presentation will provide brokers with an overview of the mortgage market and how the current economic challenges are impacting the industry.

The value of the broker has always been the business’s key message, and this is more important than ever.

OSB Group will therefore focus on how lenders and brokers can work together to ensure customer service is at the heart of everything they do.

Emily Hollands, head of specialist finance, OSB Group or Adrian Moloney, group intermediary director, OSB Group

OSB Group logo Approved 300px

This presentation will provide brokers with an overview of the mortgage market and how the current economic challenges are impacting the industry.

The value of the broker has always been the business’s key message, and this is more important than ever.

OSB Group will therefore focus on how lenders and brokers can work together to ensure customer service is at the heart of everything they do.

Emily Hollands, head of specialist finance, OSB Group or Adrian Moloney, group intermediary director, OSB Group

Presentation Topics

Presentation Topics

Aldermore logo

Supporting those who require complex borrowing
Whether your client is an aspiring homeowner or looking to remortgage, self-employed or a buy-to-let landlord, the cost of living crisis and increase in interest rates is proving challenging for many.

In this session, Aldermore takes a look at the growing need to support those with complex borrowing and how specialist lenders could help.

Aldermore knows not all clients fit a one-size-fits-all model, and many require a more specialist approach. That’s why its experienced team of manual underwriters assess each client’s circumstances on a case-by-case basis, giving the lender more of an opportunity to help them to find the right mortgage, whatever their circumstances.

Learning outcomes

By the end of the session, delegates will be able to:
  • List external factors on the horizon which may have an impact on their clients’ affordability
  • Determine how they can support clients whose circumstances are changing due to the cost-of-living crisis and increasing interest rates
  • Summarise how specialist lenders could help those with more complex borrowing needs.

Aldermore logo

Supporting those who require complex borrowing
Whether your client is an aspiring homeowner or looking to remortgage, self-employed or a buy-to-let landlord, the cost of living crisis and increase in interest rates is proving challenging for many.

In this session, Aldermore takes a look at the growing need to support those with complex borrowing and how specialist lenders could help.

Aldermore knows not all clients fit a one-size-fits-all model, and many require a more specialist approach. That’s why its experienced team of manual underwriters assess each client’s circumstances on a case-by-case basis, giving the lender more of an opportunity to help them to find the right mortgage, whatever their circumstances.

Learning outcomes

By the end of the session, delegates will be able to:
  • List external factors on the horizon which may have an impact on their clients’ affordability
  • Determine how they can support clients whose circumstances are changing due to the cost-of-living crisis and increasing interest rates
  • Summarise how specialist lenders could help those with more complex borrowing needs.

BM_Solutions_Digital_POS_Colour_RGB_2022

The evolving world of buy-to-let
This session will look into the ever changing buy-to-let market, covering topics of sustainability and impacts of recent EPC changes.

Learning Outcomes

By the end of the session, delegates will be able to:
  • Evaluate the current state of the buy-to-let market
  • Consider the impact of sustainability ambitions on the buy-to-let market and landlord customers
  • Understand the impact of changing EPC requirements on the buy-to-let market.

BM_Solutions_Digital_POS_Colour_RGB_2022

The evolving world of
buy-to-let

This session will look into the ever changing buy-to-let market, covering topics of sustainability and impacts of recent EPC changes.

Learning Outcomes

By the end of the session, delegates will be able to:

  • Evaluate the current state of the buy-to-let market
  • Consider the impact of sustainability ambitions on the buy-to-let market and landlord customers
  • Understand the impact of changing EPC requirements on the buy-to-let market.
Buckinghamshire Building Society Logo

What Buckinghamshire can do for your clients
This session offers an overview of Buckinghamshire Building Society’s diverse range of lending areas. The lender is able to look at solutions and extend options for your customers, as well as giving you direct access to its experienced teams.

With a focus on affordability and no maximum age policy, it has the ability to consider multi-generational, family assist, retirement lending, holiday let and buy-to-let.

This human approach also allows Buckinghamshire to find solutions for more complex cases.

Learning outcomes

By the end of the session, delegates will be able to:
  • Identify the changing needs of the first-time buyer market, and the opportunity with inter-generational mortgage products, such as Family Assist and joint borrower sole proprietor products
  • Understand how mortgage product development can meet the ever-changing needs of the market, particularly in relation to interest-only as a tool for providing flexibility
  • Get it right first time following the lender’s practical tips on effective case packaging.

Buckinghamshire Building Society Logo

What Buckinghamshire can do for your clients
This session offers an overview of Buckinghamshire Building Society’s diverse range of lending areas. The lender is able to look at solutions and extend options for your customers, as well as giving you direct access to its experienced teams.

With a focus on affordability and no maximum age policy, it has the ability to consider multi-generational, family assist, retirement lending, holiday let and buy-to-let.

This human approach also allows Buckinghamshire to find solutions for more complex cases.

Learning outcomes

By the end of the session, delegates will be able to:
  • Identify the changing needs of the first-time buyer market, and the opportunity with inter-generational mortgage products, such as Family Assist and joint borrower sole proprietor products
  • Understand how mortgage product development can meet the ever-changing needs of the market, particularly in relation to interest-only as a tool for providing flexibility
  • Get it right first time following the lender’s practical tips on effective case packaging.

Coventry for Intermediaries logo

How the intermediary market has performed in 2022
Coventry for intermediaries (CFI) is dedicated to providing brokers with award-winning service and products.

This presentation will show how the intermediary market has performed in 2022, and provide insight for advisers to identify opportunities to develop their business.

Coventry will also touch on the challenges clients face regarding the cost of living and affordability, and how they are supporting better outcomes.

The presentation will give an update on the proposed regulation changes for landlords, and how brokers and lenders will play a key role in supporting them.

Learning outcomes

By the end of the session, delegates will be able to:
  • Identify opportunities within their client bank to foster improved relationships
  • Summarise the changes that lenders, such as Coventry, have made to support clients looking to get onto the property ladder
  • Describe how a developed lender system will enhance the broker experience and save time when processing product transfer business.

Coventry for Intermediaries logo

How the intermediary market has performed in 2022
Coventry for intermediaries (CFI) is dedicated to providing brokers with award-winning service and products.

This presentation will show how the intermediary market has performed in 2022, and provide insight for advisers to identify opportunities to develop their business.

Coventry will also touch on the challenges clients face regarding the cost of living and affordability, and how they are supporting better outcomes.

The presentation will give an update on the proposed regulation changes for landlords, and how brokers and lenders will play a key role in supporting them.

Learning outcomes

By the end of the session, delegates will be able to:
  • Identify opportunities within their client bank to foster improved relationships
  • Summarise the changes that lenders, such as Coventry, have made to support clients looking to get onto the property ladder
  • Describe how a developed lender system will enhance the broker experience and save time when processing product transfer business.

Family Building Society Logo

Later life lending and alternatives to equity release
In this session, Family Building Society will look at later life lending, and how clients can utilise their pensions and investments to increase their borrowing ability. This may be to move home, carry out home improvements or remain in their current home amongst other scenarios.

Discover how The Family Building Society can provide an alternative to equity release.

Learning outcomes

By the end of the session, delegates will be able to:
  • Deepen their understanding of the later life lending market and summarise the different opportunities available
  • Identify the various types of investment and their impact on borrowing ability for older clients
  • List the alternative solutions to offer clients outside of equity release.

Family Building Society Logo

Later life lending and alternatives to equity release
In this session, Family Building Society will look at later life lending, and how clients can utilise their pensions and investments to increase their borrowing ability. This may be to move home, carry out home improvements or remain in their current home amongst other scenarios.

Discover how The Family Building Society can provide an alternative to equity release.

Learning outcomes

By the end of the session, delegates will be able to:
  • Deepen their understanding of the later life lending market and summarise the different opportunities available
  • Identify the various types of investment and their impact on borrowing ability for older clients
  • List the alternative solutions to offer clients outside of equity release.

Fluent Money approved 300px

How a specialist packager can help you with your problematic cases
Fluent Partners, part of the Fluent Money Group, is a multi-award winning business and the UK’s largest specialist broker. Its suite of products includes secured loans, mortgages, buy to let, equity release, bridging and commercial.

The business champions the use of specialist lending products in the intermediary sector via its field account managers and internal business development officers.

In this session, Fluent will focus on how packagers can help brokers as well as the positive changes made by lenders.

Learning outcomes

By the end of the session, delegates will be able to:
  • Deliver a better understanding of the specialist lending products available and spot the scenarios in which these should be considered
  • Understand how Fluent Money can support intermediaries with difficult cases to ensure a positive customer outcome
  • Understand the ease with which to refer a case and know what to expect when working in partnership with Fluent Money.

Fluent Money approved 300px

How a specialist packager can help you with your problematic cases

Fluent Partners, part of the Fluent Money Group, is a multi-award winning business and the UK’s largest specialist broker. Its suite of products includes secured loans, mortgages, buy to let, equity release, bridging and commercial.

The business champions the use of specialist lending products in the intermediary sector via its field account managers and internal business development officers.

In this session, Fluent will focus on how packagers can help brokers as well as the positive changes made by lenders.

Learning outcomes

By the end of the session, delegates will be able to:

  • Deliver a better understanding of the specialist lending products available and spot the scenarios in which these should be considered
  • Understand how Fluent Money can support intermediaries with difficult cases to ensure a positive customer outcome
  • Understand the ease with which to refer a case and know what to expect when working in partnership with Fluent Money.
Halifax-Logo SMALL

Building for a better future
This session will look into the Halifax and SWB journey as well as show a live walk through of the new HEST tool and the impacts of sustainability on our current markets.

Learning Outcomes

By the end of the session, delegates will be able to:
  • Understand the recent Halifax and SWB criteria changes
  • Consider the impact of criteria and product changes to homeowners in an increasingly sustainable world
  • Understand how to use the Home Energy Saving Tool (HEST) and its benefits.

Halifax-Logo SMALL

Building for a better future
This session will look into the Halifax and SWB journey as well as show a live walk through of the new HEST tool and the impacts of sustainability on our current markets.

Learning Outcomes

By the end of the session, delegates will be able to:
  • Understand the recent Halifax and SWB criteria changes
  • Consider the impact of criteria and product changes to homeowners in an increasingly sustainable world
  • Understand how to use the Home Energy Saving Tool (HEST) and its benefits.

Halifax-Logo SMALL

Building for a better future
This session will look into the Halifax and SWB journey as well as show a live walk through of the new HEST tool and the impacts of sustainability on our current markets.

Learning Outcomes

By the end of the session, delegates will be able to:
  • Understand the recent Halifax and SWB criteria changes
  • Consider the impact of criteria and product changes to homeowners in an increasingly sustainable world
  • Understand how to use the Home Energy Saving Tool (HEST) and its benefits.

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