Independence & Flexibility with Mortgage Intelligence

Being a mortgage adviser should be about delivering outstanding service to your clients, not getting bogged down by regulatory updates or compliance. That’s exactly why so many advisers choose to become an Appointed Representative (AR) with Mortgage Intelligence. We take the pressure off, so you can focus on what matters most: growing your business your way and supporting clients.

We recently caught up with Susan Bray, at SJB Financial, to hear how partnering with Mortgage Intelligence has given her the freedom and independence to grow her business on her terms. 

Freedom Without the Headache

As an Appointed Representative, you don’t need to worry about constantly keeping up with FCA changes, compliance requirements, or CPD obligations. Our experienced team stays on top of the regulatory landscape for you, helping to keep you compliant, protected, and focused. That means less time spent managing the back end, and more time doing what you do best.

Work Your Way

Mortgage Intelligence gives you the flexibility to run your business your way. Our network supports advisers who want freedom and autonomy without isolation. Joining Mortgage Intelligence means you’ll get 100% client ownership, no network deduction from broker fees, access to over 65 mortgage lenders and a simplified provider panel. You’re equipped with the choice and flexibility to meet a wide variety of client needs, all while keeping your process streamlined and efficient.

Support Behind the Scenes

We know that true independence doesn’t mean being alone. Our team offers dedicated compliance, marketing, technology, and training support, so you’re never left without the tools or guidance you need to succeed. You can stay focused knowing we’ve got your back behind the scenes.

Whether you’re building your brand, planning your marketing strategy, expanding your protection business, or focusing on adviser growth, we’ve got the tools and people to support you. You’ll benefit from a dedicated Business Development Manager, hands-on help from our broker support team, and tailored marketing resources to help your business thrive -whatever your goals may be.

Ready to Join?

If you want the freedom to run your business your way, with the strength of an award-winning network behind you, becoming an Appointed Representative with Mortgage Intelligence could be your next step.

Get in touch today to find out how we can support you.