Business Case Studies

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Business Case Studies

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Learn from other’s mistakes and triumphs.

Latest

Tech Talk with Mortgage Brain’s Atkinson: ‘I can see solutions that aren’t immediately obvious’

Latest

My greatest achievement was selling my mortgage business – Flavin

Broker wellbeing is for life, not just for Covid – Musial

Access FS wants to be among the best of the best mortgage brokers – Wilkinson

Get ready to reclaim your GI sales from comparison websites

Stamp duty: Time to be bold and eliminate this blight on a properly functioning housing market – Dudley BS

Are your clients ready for the first Making Tax Digital reporting deadline?

The FCA’s Consumer Duty regulation is ‘gilding the lily’ – Paradigm

June 21, 2021

Time to spread the word to all clients on equity release – Wilson

June 7, 2021

‘Mental health will become a bigger part of the conversation going forward’ – One to One with Sesame’s Michele Golunska

May 14, 2021

Product transfers: Benefit to the customer or the lender?

May 10, 2021

Mariella Frostrup: Women in the mortgage industry must ‘be unafraid, unapologetic and angry’ – WEFF Annual Lunch

October 15, 2019

April 24, 2023

Access FS wants to be among the best of the best mortgage brokers – Wilkinson

Karl Wilkinson, founder and CEO of Access Financial Services, has set his sights on making his firm one of the best financial advice companies in the UK.

WEFF Leadership event 2019: ‘It’s not up to you as a business to decide what is a crisis’

February 11, 2019

Case study: Why clients are covering costs with cashback

November 26, 2018

EPC planning: act now or risk the rush later

Remortgage or product transfer?

October 15, 2018

Ask the Expert: How can I get my self-employed client’s application through smoothly?

September 7, 2018

Case study: ‘A timber frame has most lenders running for the hills’ – broker

September 5, 2017

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EPC planning: act now or risk the rush later

The British Mortgage and Protection Senate 2026

03 September 2026 | Brooklands Hotel, Weybridge

The IMLA Career Progression Virtual Events

01 October 2026 |

The British New Homes Mortgage Senate 2026

06 October 2026 | 30 Euston Square

The Mortgage and Protection Event 2026

03 November 2026 | The National Conference Centre, Birmingham

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Business Case Studies

Top Posts

Latest

Latest

Are your clients ready for the first Making Tax Digital reporting deadline?

The FCA’s Consumer Duty regulation is ‘gilding the lily’ – Paradigm

Time to spread the word to all clients on equity release – Wilson

‘Mental health will become a bigger part of the conversation going forward’ – One to One with Sesame’s Michele Golunska

Product transfers: Benefit to the customer or the lender?

Mariella Frostrup: Women in the mortgage industry must ‘be unafraid, unapologetic and angry’ – WEFF Annual Lunch

Access FS wants to be among the best of the best mortgage brokers – Wilkinson

WEFF Leadership event 2019: ‘It’s not up to you as a business to decide what is a crisis’

Case study: Why clients are covering costs with cashback

EPC planning: act now or risk the rush later

Remortgage or product transfer?

Ask the Expert: How can I get my self-employed client’s application through smoothly?

Case study: ‘A timber frame has most lenders running for the hills’ – broker

EPC planning: act now or risk the rush later

The British Mortgage and Protection Senate 2026

The IMLA Career Progression Virtual Events

The British New Homes Mortgage Senate 2026

The Mortgage and Protection Event 2026

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