Our hand-picked business services for Appointed Representatives
makes doing business easier.

By working closely with our advisers for over 20 years, we understand that you are looking for more from your network than a ‘one size fits all’ approach.

At Mortgage Intelligence our team are passionate about providing tailored solutions, expert support and specialist training that will help your business prosper now and into the future.

Want to see what services our members enjoy?

    Our market leading point of sale software, works seamlessly with our sourcing system, providing you with all the tools you need to manage your business and service your clients easily in one place.

  • • Fully compliant point-of-sale sourcing software
  • • Customer relationship management solution
  • • Business management and reporting
  • • Simple fee and commission tracking
  • • Online support and training resources delivered 24/7 through our members only portal

    With some of the most experienced staff in the industry, our team of compliance specialists are dedicated to the ongoing review of the regulatory environment, allowing you more time to focus on your customers.

  • • Online and telephone based support
  • • Compliance specialists provide visits, training and audits
  • • We’ll take care of your FCA registration
  • • Cover your professional indemnity insurance
  • • Access to our online resource centre
  • • Regular updates and communications on key regulatory issues

    We offer our members a range of complimentary services right through to strategic planning and consultation delivered by our expert partners.

  • • Consultation, strategy and planning
  • • HTML email campaigns
  • • Own branded literature and promotional materials
  • • Stationery design
  • • Content creation
  • • Website design and management support
  • • Social Media
  • • Online training seminars

    We pride ourselves on maintaining longstanding relationships with our extensive panel of lenders and providers. Securing competitive procuration and commission fees for you, frequent exclusives and a great range of products for your customers.

  • • Access to our extensive lender panel
  • • Access to an extensive life protection panel
  • • Market leading 5 Star Defaqto general insurance products
  • • Enhanced procuration fees and commission rates
  • • Access 24/7 to product updates and latest deals through our members only portal
  • • Help from our dedicated Broker Support Team
  • • Access to a range of industry leading specialist partners

    Our mortgage and insurance product experts work closely with industry bodies, lenders and providers to ensure they have the very latest information to hand.

  • • Dedicated Business Assurance Team
  • • Dedicated Business Development Manager
  • • Exclusive free access to our Broker Support Team
  • • Access to our Protection Support Team

    We understand that competent staff are essential to safeguarding your business, so we deliver a comprehensive training and business development programme for our appointed representatives.

  • • Access to an award-winning e-learning portal
  • • Pick and choose from a wide range of MI Online Webinars
  • • CPD accredited events
  • • Attendance at our flagship Annual Conference
  • • Access to our MI Live business development events

Want more information?

Find out more