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2024 Categories

Broker

Rising Star - Distributor supported by Coventry for Intermediaries 
The category is open to employees of businesses that distribute products in the intermediated mortgage channel. This could include, but is not restricted to, employees of mortgage brokers, mortgage networks, mortgage clubs, and distributors of legal, surveying, insurance and other mortgage related products.

Nominees should have up to three years' total experience in the intermediated mortgage market as of January 2024 (not up to 3 years in a new role, having had further experience in the intermediated mortgage market - whether that is in the mainstream or specialist markets). The award is aimed at those individuals who have made exceptional progress in their respective businesses in the last 12 months. They will have demonstrated first class results, attitude and ambition and have ample evidence that they have consistently overachieved and have taken on further responsibility within the business.

All candidates in the following broker categories must demonstrate that a minimum of 50% of their role involves advising clients.

New Build 
The award will go to the adviser who is a true new build expert (over 60% of their business is specifically new build). They will be able to demonstrate the delivery of a significant volume of quality new build business during the last 12 months. They will have a first-class knowledge of the relevant government schemes and will have used their knowledge to effectively engage clients with quality advice in this sector.

Large Loans supported by Coutts
This award will go to the adviser who has made a positive impact in the large loans sector. They will understand the different needs of clients in this part of the market, have delivered significant volumes of business in the £1m plus loan sector, demonstrate strong relationships with multiple high street lenders and private banks and intuitively know how to deliver comprehensive advice to a range of client requirements.

Later Life Lending supported by Family Building Society
Nominees will have proven expertise in dealing with clients in later life. This will include, but is not restricted to, equity release advice, or advice across the emerging later life lending product suite. They will demonstrate empathy with clients and an exhaustive knowledge of the changing product spectrum, and the concerns and needs of their client base. Nominees should clearly demonstrate their specialism in this sector.

Buy to let 
The award will go to the adviser who has delivered a consistent level of quality business to lenders over the last 12 months. They will have strong relationships with lenders, a excellent understanding of the buy-to-let market and have demonstrated they are working in the best interest of their clients.

First-time buyer supported by Skipton Building Society for Intermediaries 
Nominees will have consistently delivered high quality advice over the last year (over 60% of their business is specifically to first time buyer clients). They will understand the specific needs of the first-time buyer using a high level of product knowledge. They will have also demonstrated their initiative by offering advice on saving, budgeting and the options around parental help.

Complex Credit 
This award is aimed at those brokers who concentrate on the prime first charge market, dealing with client with complex income. This includes but is not restricted to borrowers with multiple incomes, self-employed or clients with credit blips. The winner will have good relationships with specialist lenders or the specialist parts within mainstream lenders, a deep understanding of specialist product niches and a proven track record in delivering the most appropriate advice to their customers.

Protection supported by HSBC Life 
This award will go to the broker who has performed exceptionally well in protection business in the last 12 months. We would expect advisers to complete a minimum 10 cases a month. The chosen individual will have demonstrated an increase in protection penetration and conversion rates to both new and existing clients, ensuring customers have appropriate cover.

General Insurance supported by Uinsure
This award will go to the broker who has performed exceptionally well in general insurance business in the last 12 months. We would expect advisers to complete a minimum 10 cases a month. The chosen individual will have demonstrated an increase in general insurance penetration and conversion rates to both new and existing clients, ensuring customers have appropriate cover.

Overall supported by NatWest
This award will go to the intermediary who has outshone their peers. Someone who knows where to find the most appropriate products across a mix of customer types, whose customer service is second to none and who has made a clear difference to their firm over the last 12 months.

Administrator supported by Pepper Money 
This category is open to individuals in an administrator role at an adviser whose main job function is to process mortgage applications for their firm. This category is not applicable to individuals who are involved in the advice process. The successful candidate will show consistently high-quality case submission, getting it right first time to a broad spectrum of lenders. They will demonstrate a high level of product and criteria knowledge and act with confidence and authority in their dealings with lenders, their adviser colleagues and customers. They will consistently exceed all regulatory and fraud prevention obligations.

Lender

Rising Star – Product Provider supported by L&C Mortgages 
The category is open to employees of mortgage lenders, general insurance and protection providers, legal services providers, and surveyors.
Nominees should have up to three years' experience in the mortgage market as of January 2024 (not up to 3 years in a new role, having had further experience in the intermediated mortgage market - whether that is in the mainstream or specialist markets). The award is aimed at those individuals who have made exceptional progress in their respective businesses in the last 12 months. They will have demonstrated first class results, attitude and ambition and have ample evidence that they have consistently overachieved and have taken on further responsibility within the business.

Operations/Credit Risk supported by Phoebus
The nominee will have delivered strong initiatives in the last year to improve the quality of business, overall performance and/or controls within their lender which demonstrates that they are exceptional in their position. They would be able to demonstrate a clear visible impact that their initiatives have had on the business. This award category is open to anyone with Operations/Credit Risk or Recoveries in their job title (directors, officers and managers).

Telephony Relationship Manager 
This award is aimed at those working in a telephony business development role. This individual will have a first class understand of a lenders'/providers’ processes and products and will be able to communicate these in a way that the broker understands. They will quickly understand and promote change in a way that fits the relationship. They will support the brokers' business and will react and be there for their brokers when required. They will bring energy and passion to their role, displaying genuine advocacy for their brand.

Business Development
The award will be given to the individual responsible for business development, in a face to face capacity. This individual will always go the extra mile for their brokers. Someone who is always available, knows their products inside out and offers support and suggestions to the distribution channels they serve. They will take ownership of the relationships, ensuring that they consistently achieve positive results for the intermediary and their business.

Head of Sales or National Accounts 
The nominee will either manage a sales force that successfully delivers core and cross sales targets and/or design and implement the national account strategy with key intermediary partners. In either case the nominee must show an extensive understanding of intermediary business models and show that they can deliver value to both lender and intermediary. They should have the ability to act strategically and demonstrate outstanding leadership skills.

Business Leader

Development & Innovation Advocate 
Nominees will have demonstrated that they are bringing new thinking and development to any aspect of the process within the intermediated mortgage market. This includes, but is not limited to, technology, product design, training and development, customer contact strategies and business efficiency. The successful person will have made a proven positive impact on their own business in the last 12 months, while delivering change that could potentially have positive implications for the wider market.

Specialist Distribution supported by OSB Group
This award category will be applicable to those individuals that have demonstrated an exceptional commitment to the specialist arena. They will be able to demonstrate their depth of lender and broker relations and an entrepreneurial spirit which has seen their business adapt to the challenges of the changing specialist landscape.

Surveyor 
Nominees will embody the ethos of their firm; delivering a consistently high-quality offering, accurate valuations and reports and a quick and efficient service.

Conveyancer 
Nominees will have demonstrated an innovative approach to problems, while pushing for a speedy and faultless service to clients. They will also have demonstrated a desire to contribute to a more efficient homebuying process. This category is open to both leaders of conveyancing firms and leaders of a conveyancing platform that directly facilities the delivery of the conveyancing function.

Protection or General Insurance Provider 
The nominees for this award will have demonstrated effective leadership of their business over the last 12 months. They will be able to show growth in sales and illustrate how their actions have helped embed insurance advice into the fabric of the mortgage intermediary channel. This category is open to both leaders of Protection or GI providers and also leaders of a Protection/GI platform that directly facilities the delivery of Protection/GI sales.

Broker (fewer than 10 advisers) 
Nominees will have improved their firms standing through effective management and will have over the last 12 months made their business model more robust and valuable. Nominees will have also made an impact on the market outside of their firm over the last 12 months. Someone who has delivered consistently for their firm, but who has also worked for the good of the intermediary market itself.

Broker (11 to 50 advisers) supported by NatWest 
Nominees will have improved their firms standing through effective management and will have over the last 12 months made their business model more robust and valuable. Nominees will have also made an impact on the market outside of their firm over the last 12 months. Someone who has delivered consistently for their firm, but who has also worked for the good of the intermediary market itself.

Broker (over 51 advisers)
Nominees will have improved their firms standing through effective management and will have over the last 12 months made their business model more robust and valuable. Nominees will have also made an impact on the market outside of their firm over the last 12 months. Someone who has delivered consistently for their firm, but who has also worked for the good of the intermediary market itself.

Mortgage Club supported by BM Solutions 
The successful nominee will be someone who has successfully managed their business in the last 12 months, who understands the needs of both brokers and lenders and delivers a proposition that adds value to both parties.

Network supported by Halifax Intermediaries 
This award will go to the nominee who has led their firm very effectively over the last 12 months, whether this is strengthening their lender relations, launching new services for ARs or taking a stand on issues that affect members.

Intermediary Lender (less than £5bn gross lending p.a) 
This award is for a star performer who is successfully running their business, which lends less than £5bn gross per year, with great leadership and authority. They will have shown a willingness to work with all parties to sustain and evolve the marketplace.

Intermediary Lender (£5bn or more gross lending p.a) supported by Mortgage Advice Bureau 
This award is for a standout individual who provides leadership and authority. They will have overseen growth in their business in the last 12 months and shown a willingness to work with all parties to sustain and evolve the marketplace.

The Bharat Sagar Lifetime Achievement Award supported by OMS 

The winner will be someone who is acknowledged by many to have devoted themselves to the sector for a significant period of time, and who has made a significant and positive difference to the market.

NB: Please note Our Bharat Sager Lifetime Achievement Award category is not open to public nominations. The shortlist and judging are carried out by the editorial and publishing teams at Mortgage Solutions.

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