Nick Terry

Marketing tips for mortgage and protection advisers

With 2019 just around the corner there’s no better time to start planning your marketing strategy and improve the way you do things. Our Senior Marketing Executive, Nick Terry, gives you his top five marketing tips to make your goals more achievable.

Know your audience

For me, my first marketing tip for advisers, or any business, is to know your audience and know where their attention is. You must recognise which platforms your customers and potential customers engage with but also find out what questions they’re asking, then you can try to answer those questions.

Add value with content

Producing regular content through a website or blog is a great way to grow your brand but it’s important to get this right. With your content you don’t want to oversell your business but rather give away your knowledge for free. Adding this value in advance means that people will trust you and think you’re credible.

I know that as brokers you’re busy and often don’t have the time to write your own content, which is why at Mortgage Intelligence we have articles ready to be downloaded and used. Just log in to Broker Zone and go to Services > Marketing > Content Marketing.

Don’t neglect existing customers

As advisers you may already have a big client bank. It’s always important that you make sure you don’t neglect your existing customers while chasing new ones – be sure to check in every so often with your existing customers to see if their circumstances have changed or to see if you can help them in any way.

Tell stories

People react to people. A big part of your marketing approach these days should be focused on demonstrating the successes of your clients. Call it a case study or a testimonial, but essentially, you’re telling a story, and in the process making your business relatable to a potential customer. For example, instead of a couple posting a photo of the inside of their new house in celebration of completing on a mortgage, a more powerful photo would be for them to take a selfie of themselves in the house. This way when you’re viewing the photo you’re already starting to create a story for them in your head, making the imagery more engaging.

Reviews and Feedback

One of the key things that can really help your marketing strategy is by getting feedback and reviews. Many potential customers now read online reviews that can heavily impact their buying decisions. Asking every customer to leave a review on google or your website (asking face to face always works best!) should slowly build up your reviews for new potential customers to read. This process, linking back to my first point, will also allow you get to know your customer better and what questions they’re asking!

We have many services available on Broker Zone to help you with your marketing proposition from content that will add value to promotional materials, all signed off by compliance and ready to use. Give our fantastic marketing team an email if you would like some more information marketing@experiencemi.co.uk.

Join our award-winning Mortgage Network as an appointed representative, or become a member of our Mortgage Club, to start benefiting from our fantastic range of comprehensive services and support. Call the Broker Support Team on 0345 130 7446 (opt 1) to find out more.


M&S Bank adds Mortgage Intelligence to intermediary network

M&S Bank has appointed Mortgage Intelligence to its list of mortgage intermediary partners.

This follows a number of new mortgage broker appointments last year and marks the start of an ongoing growth plan for M&S Bank’s intermediary network throughout 2019.

Paul Stokes, head of products at M&S Bank, said: “We offer a complete range of mortgage solutions with some additional specific solutions to help first time buyers realise their dream of home ownership as well as supporting families who want to help their loved ones take their first step onto the property ladder.

“The appointment of Mortgage Intelligence is another milestone for our growing intermediary channel, enabling even more customers to get the M&S-standard they have come to know and expect from the brand, when they make the most important purchase they’ll ever make – their home.”

Sally Laker, managing director of Mortgage Intelligence, added: “2019 promises to be an innovative year for M&S Bank so naturally we are delighted to be adding them to our growing lender panel.

“It’s great to see such a recognisable and well-respected brand making first time buyers a cornerstone of its proposition, and I have no doubt that network embers will find M&S Bank a valuable addition.”

M&S Bank launched its first mortgage range last year, offering a number of fixed and tracker options available to home movers and customers looking to remortgage. It offers a first-time buyer range from 95% loan-to-value, and a 35-year maximum term, a free valuation and £1,000 cashback.

The bank is working in partnership with Shelter, the housing and homeless charity. As part of this, it will donate £25 to Shelter for every M&S Bank mortgage purchased across both its direct and broker channels.


Annual Conference: A peek behind the scenes

Our Annual Conference is just around the corner. Twickenham Stadium is set to host our biggest and best Conference yet on March 28th. Senior Marketing Executive, Nick Terry, gives us a sneak peek behind the scenes of our flagship event!

Having been with Mortgage Intelligence for just over 8 months this is the first Annual Conference I’ve been able to plan – and I’m incredibly excited to see it all come together! I’ve looked at last year’s Conference at Ascot, which looked incredible! But I’m hoping to be able to put my own stamp on Twickenham Stadium! 

We’ve been planning for this for some time now, we started in summer 2018 and we’re just putting the final details in place! Those advisers who’ve registered to attend will have received confirmation of their 1-2-1 meetings and masterclass streams. It’s exciting times!

Recently we announced Martin Bayfield as our key note speaker and I can not wait to hear what he has to say. I also can’t wait for the buffet on the day… just look at it!

Mortgage Intelligence - Annual Conference

We’ve been on a number of site visits and I’m so happy that we’ve chosen Twickenham Stadium – it boasts such history and is a perfect venue for our biggest event of the year. Hopefully we’ll be able to put on a better show than the England rugby team did in the Six Nations!!

Mortgage Intelligence - Annual Conference

You’ll also get the chance to meet plenty of Mortgage Intelligence staff at this year’s Annual Conference too, from Compliance to the Broker Support Desk they’ll all be there making sure you get the most out of the day.

I’m really looking forward to March 28th and hope to see many of you there. See you at Twickenham!

For all the latest information follow us on Twitter and connect with us on LinkedIn.

To become a member of our award-winning network or club contact us today on 0345 130 7446.


Sally Laker named ‘Business Leader’ of the year at the British Mortgage Awards

Sally Laker of Next Intelligence mortgage club, one of the UK’s leading providers of mortgage and financial services, has been named ‘Business Leader: Next Intelligence Mortgage Club’ at the British Mortgage Awards 2015 on Thursday, 9 July.

This year marked the British Mortgage Awards 10th Anniversary, associated with Mortgage Solutions. The event recognised the stand out achievements of the most deserving individuals in the UK Mortgage industry.

Sally saw off strong competition to pick up the award at a gala ceremony held at the Park Plaza Westminster Hotel in South Bank, London. The awards were judged by a panel of industry experts who chose the winner. Attended by over 500 guests, the British Mortgage Awards 2015 were presented by Phil Rickards, Head of BM Solutions, and headlining the evening’s entertainment was comedian, Ed Byrne.

Commenting on this award, Sally Laker, Managing Director, Next Intelligence, said:

“I am delighted to have won the British Mortgage Award for ‘Business Leader: Mortgage Club’ for Next Intelligence, especially against such a talented group of finalists.”

If you would like to join our award-winning Mortgage Network as an appointed representative or become a member of our Mortgage Club, contact our Broker Support Team on 0845 130 7446 opt 1.