Mortgage Vision expands to 12 autumn events

Published:

Mortgage Brain has announced its Mortgage Vision timetable for the second half of the year.

It involves new locations, including Falkirk, Brighton, and Norwich, as well as an expanded line-up to 12 events.

The confirmed Mortgage Vision locations are:

  • Elstree: Tuesday, 10th September
  • Southampton: Wednesday, 11th September
  • Newcastle: Wednesday, 18th September
  • Falkirk: Thursday, 19th September
  • Leeds: Monday, 23rd September
  • Manchester: Tuesday, 24th September
  • Esher: Wednesday, 2nd October
  • Brighton: Thursday, 3rd October
  • Birmingham: Wednesday, 9th October
  • Norwich: Thursday, 10th October
  • Gloucester: Wednesday, 16th October
  • Exeter: Thursday, 17th October

Key features:

  • Partner Panel Discussion: topics include technology support for effective client management; broader solutions to embed customer value and loyalty; and robust referral processes to convert more opportunities.
  • AMI update: gain insights into current regulatory topics including the FCA’s initiatives on Consumer Duty, its current supervisory priorities and agenda on achieving net-zero emissions.
  • Keynote presentations: learn about the latest UK mortgage market trends and forecasts, delivered by industry leaders.
  • Roundtable sessions: engage in discussions with lenders and business partners.
  • Earn up to 3.75 CPD hours towards CII/PFS scheme.
  • Complimentary breakfast, lunch and refreshments.

Guest speakers include Robert Sinclair and Rachel Edwards from the Association of Mortgage Intermediaries, plus a team of specialists from OSB Group including Emily Hollands, Jonathan Mann, Ian Scarrott, and Andy Williams. Industry figures from Fluent Money, SimplyBiz, PMS, Propp and LMS will take part in a  panel session on exploring new revenue opportunities.

Neil Wyatt, sales & marketing director at Mortgage Brain, said: “Mortgage Vision is all about fostering a spirit of mortgage industry collaboration within the broker community. These mortgage industry events provide a platform for learning and sharing strategies to equip brokers with the essential knowhow to drive further income, and enhance customer engagement.

“Collaborative learning is crucial to better serving clients and improving our industry, and the Mortgage Vision roadshow series does precisely that.”

 

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