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The Mortgage Administrator Academy
The Mortgage Administrator Academy is a new, industry-first professional development programme designed to elevate, professionalise and future-proof the role of the mortgage administrator within the UK intermediary market.
Created for ambitious, high-performing administrators, the Academy is a structured learning journey that recognises the increasingly critical role administrators play in the success, efficiency and scalability of adviser businesses.
More than a training course or webinar series, the Academy is an exclusive, cohort-based programme that brings together industry insight, live learning, peer collaboration and formal recognition within a defined development pathway.
What the programme includes
Participants accepted onto the Academy will take part in a multi-module programme combining:
- Training that will be accredited for CPD purposes and accompanied by a CPD completion certification endorsed by LIBF, Part of the Walbrook Institute London
- A series of live and virtual learning experiences
- Industry-led insight, practical best practice and market expertise
- A structured progression pathway culminating in formal recognition at a dedicated graduation event
The Academy has been developed to address a clear gap in the market. While mortgage administrators are central to delivering outstanding client outcomes and supporting adviser performance, opportunities for structured career development within the role remain limited.
This programme is designed to change that – repositioning mortgage administration as a skilled, respected and career-driven profession at the heart of the advice process.
Programme commitment and completion requirements
Eligibility criteria
To attend the programme, applicants must meet the following requirements:
- At least 50% of your current job role must involve administrative duties
- You must have a minimum of 12 months’ experience working in an administrative role
To successfully complete the Mortgage Administrator Academy, participants are required to complete all six one-hour programme modules.
Modules can either be attended live or viewed on catch-up within 7 days of the original session date. To ensure active participation and learning outcomes are achieved, participants must also complete a short module questionnaire following each session.
Successful completion of all modules and questionnaires is required to graduate from the programme.
The Academy has been designed as a structured professional development journey, and participants are encouraged to commit fully to the programme to gain maximum value from the experience.
Programme dates
The live virtual Academy modules will take place on:
- Monday 1st July, 12.30-13.30
The modern mortgage administrator: foundations of excellence - Tuesday 7th July, 12.30-13.30
Case packaging and submission: getting it right first time - Thursday 9th July, 12.30-13.30
Efficiency, workflow and technology - Tuesday 14th July, 12.30-13.30
Compliance, audit trails and consumer duty - Thursday 16th July, 12.30-13.30
Communication mastery: customers, advisers and lenders - Friday 17th July, 12.30-13.30
Career pathways, confidence and professional identity
Graduation
Graduates of the Mortgage Administrator Academy will be invited to take part in a celebratory evening event, Admins After Hours to recognise their achievement and continue their development.
Taking place on 12th November, in London, the event will bring administrators together for an evening of networking, insight and celebration, featuring special guest speakers and the opportunity to connect with peers from across the industry.
Registration and enquiries
Places on the programme are limited; submitting an application does not guarantee acceptance.
Registration will now close on Wednesday 3rd June. If you would like to be considered for a place on the programme, please ensure you register before the deadline.
Due to the unprecedented number of applications received, all registrants will also be required to complete a short survey before their application can be considered.
We encourage you to register as soon as possible and look out for the survey once your registration has been submitted.
Please note that the deadline to complete the survey is Monday 8th June, 5pm, and applicants who do not complete the survey by this date will not be considered for a place on the programme.
If you are successful and have been accepted onto the programme, you will be notified on Friday 12th June.
If you have any questions regarding registration or participation, please contact neve.mcmahon@ae3media.co.uk.
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