Are your mortgage network’s priorities and values aligned with your own?
Do they provide active training and support to ensure you don’t just stay, but grow as an appointed representative?
Do they deliver on their promises and back up their claims?
We deliver all of this and more to our appointed representatives. That’s why we have won Best Mortgage Network – under 300 ARs in both 2015 and 2016.
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Working with our appointed representatives
Our team have been supporting appointed representatives for over 20 years. From field-based support staff delivering hands-on solutions, to our office-based experts on the mortgage broker support team.
Your Business Assurance Manager will meet with you face to face, to ensure you are fully equipped with the right level of knowledge, skills and expertise to reach your business goals.
Our Business Assurance Team also make sure that ‘suitable advice’ is being given to clients to maintain positive consumer outcomes.
We know that mortgage compliance is a big part of how you do business. That is why our compliance experts dedicate themselves to the ongoing review of the regulatory environment, to pro-actively ensure you are up to date and ready for any impact changes could have on your business.
When you become an appointed representative, we will also take full regulatory responsibility for all your mortgage, protection and general insurance business advice.
We provide online and telephone-based mortgage compliance support for our appointed representatives, as well as regular visits from compliance specialists to deliver hands-on training.
“I have recently celebrated 10 years with Mortgage Intelligence as an appointed representative and can say the personal service and support they deliver has never wavered in all that time.”
Steve Newman, principal of appointed representative firm Clearwater Mortgages Ltd
Business Development Events
We believe appointed representatives deserve much more than just the basic network package. That is why we ensure a full calendar of events such as helpful and relevant MI Online webinars and MI Live business development events.
This ensures you have every chance to learn, grow and connect with like-minded professionals to maximise your network experience.
“Through my experiences as a directly authorised member of Next Intelligence, their Mortgage Club, I knew that once I decided to become an appointed representative there was no other network I would rather belong to. Whenever I have sought help or advice it has always been given in a friendly and constructive manner.”
Mark Stallard, principal of appointed representative firm House and Holiday Home Mortgages Ltd
Mortgage and protection support and services
As an appointed representative you will have access to the invaluable, time-saving support and guidance from our experts on the Broker Support Team and Protection Helpdesk.
You will also receive support from your Relationship Development Consultant, to make sure you are aware of the latest benefits and are getting the most out of your network experience.
Our marketing services are there to help you promote your services. The free, fully compliant, monthly newsletters are also a fantastic touchpoint for your existing clients, keeping them up to date on both the industry and your services.
We would love you to join our thriving community of mortgage and protection advisers and feel supported by a network that will not just work for you, but with you as a business partner.