Head of Sales and Marketing Sharon Mawby highlights the potential benefits of hosting a mortgage clinic in your local area

On the Marketing Department here at Mortgage Intelligence we have recently relaunched a support pack for advisers thinking of hosting mortgage clinics in their local area. These events are a fantastic way to invite people to meet you face to face and hear your expert insight on the industry. You can hold these events literally anywhere and we have known advisers to host mortgage clinics in places ranging from big office suites to supermarket staff rooms!

Helping advisers grow their business is a big part of what we do, which is why we ensure that all the collateral and support we offer is just what they need. The reason we have relaunched the support pack, is that we have seen a resurgence in interest from advisers to hold mortgage clinics to extend their services and expand their client base.

Why host a mortgage clinic?

Hosting events can be such a valuable way to generate new business and to showcase your expertise to local employers and their employees. Talking to staff within their workplace can open up new opportunities, help dispel consumer myths and worries, all with the added effect of getting to know you.

In uncertain times like this, with many buyers and movers wary of a market that is waiting to respond to recent events, a free consultation from a mortgage expert is rarely turned down. This gives you the opportunity to make yourself the adviser they turn to when they need advice and help arranging their mortgage.

Who will benefit?

Your mortgage clinic can help people understand the mortgage market and the terminology that surrounds the industry that leaves many confused and unsure. Explaining the latest schemes and accounts can help any first-time buyers onto the property ladder. Some employees may also be parents, which means talking to them about how they can help their children with home ownership will be very valuable.

Taking the opportunity during the mortgage clinic to talk through the latest products can also help to illustrate real life borrowing scenarios, something not easy to portray when advertising through traditional means and websites. This also gives a taste of your services and enhances your reputation in the area.

You can also use the mortgage clinic to help people get “mortgage ready” for when they do come to see you. This gives them a direct plan they can follow through, with meeting with you at the end of it! Face to face introductions are still very powerful and we have found advisers generating direct leads from the sessions.

How might you prepare?

Send a letter to the local business where you would like to host the mortgage clinic and explain why you would like to hold the event and how this could benefit both them and their employees. A free of charge session will always be appealing, as well as the opportunity to hear from an expert.

Create a flyer or poster to advertise your event. This can be placed in windows or on notice boards to let employees know when and where you will be and what you plan to talk about. Mention briefly how the free consultation could benefit them if they attend.

Don’t forget a post-event thank you letter to send to all those that took the time to attend the mortgage clinic. These follow ups are an important part of the process and can be the difference when looking at how much business was created off of the event. It is also another touchpoint for the potential client to help ensure you stay in mind when they, or someone they know, is looking for some mortgage or insurance advice.

If you would like to know more about how to join our award-winning Mortgage Network as an appointed representative or becoming a member of our Mortgage Club, call our Broker Support Team on 0845 130 7446, option 1.