The Mortgage Administrator Online Event is hosted within a secure online environment and can be accessed via a desktop or mobile.
Register for your place today to:
If you have any issues or queries regarding registration please contact david.adjei@ae3media.co.uk
Join our sector experts as they analyse the current macroeconomic climate and its impact on mortgage lending, uncover emerging trends and forecast the future of the UK’s property and mortgage markets.
Discover the challenges and opportunities facing lenders, distributors and the broader marketplace in this insightful session.
Gain valuable insights into significant opportunities and reasons for optimism in the evolving mortgage landscape.
Beth Clayton, senior relationship manager, VIBE Finance
Rob Owens, head of research, e.surv Chartered Surveyors
Moderated by: Rob Barnard, relationship director, Pepper Money
Chair: Shekina Tuahene, deputy editor, Mortgage Solutions
Optimise your understanding and implementation of protection strategies while discovering how better-protected customers contribute to increased value and loyalty. This session offers insights into protection best practices, raises awareness of the value of protection products ad explores strategies to strengthen your approach to deliver benefits to your clients.
Cameron Parsons, head of sales, Uinsure
Tracy Sutherland, business development manager, HSBC Life
Chair: Shekina Tuahene, deputy editor, Mortgage Solutions
Explore the evolving landscape of the mortgage industry and anticipate the needs of tomorrow’s consumers.This session will assess changing consumer demands, new market developments and shifts in distribution channels.Gain insights into how the industry must adapt and develop to meet these changes and provide more solutions to a wider range of customers. Discover what the future holds for mortgage professionals and how you can position yourself for success in this dynamic environment.
James Chutter, corporate account manager, Leeds Building Society
Caroline Mirakian, sales and marketing director, United Trust Bank
Robert Sinclair, chief executive, AMI
Liz Syms, CEO, Connect for Intermediaries
Unlock new possibilities and elevate your role with strategic personal development strategies.
Rosalia Lazzara-Tilley, CEO, Manuka Media
Gordon Reid, business development manager, London Institute of Banking & Finance (LIBF)
Chair: Shekina Tuahene, deputy editor, Mortgage Solutions
Mortgage administrators play a crucial role in brokerages, ensuring efficient processing and timely mortgage offers.Recent market volatility has underscored their importance, highlighting challenges like rate withdrawals and delays that necessitate strong systems.As indications point towards a rebounding mortgage market, Pepper Money places high value on wellbeing as market activity increases. Effective workload management and balance are essential for job satisfaction and effectiveness. Join us in this session to explore how Pepper Money supports brokers and administrators for sustained performance and positive outcomes, emphasising the importance of wellbeing in achieving success.
Rob Barnard, relationship director, Pepper Money
Luke Syms, training, and quality supervisor
case management, Connect for Intermediaries
Chair: Anna Sagar, deputy editor, Mortgage Solutions
HSBC Life
Website
HSBC Life (UK) Limited is part of the HSBC Group, one of the world’s largest banking and financial services organisations.
HSBC Group serves more than 40 million customers worldwide through a network that covers 64 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa.
It aims to be present where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.
HSBC Life (UK) Limited was founded in the UK in 1988 and offers insurance services to meet protection and investment management needs. Its services and solutions are available through HSBC banking channels and selected third parties, including financial advisers and aggregators.
HSBC UK
Website
HSBC is one of the world’s largest and most successful banking and financial services organisations, with a proud history of serving customers and communities for more than 150 years.
Its purpose is a simple yet powerful reminder of why it’s here and where it’s going. Whether individuals are saving for a better home, companies growing their business, or institutions investing for future generations, HSBC is here to understand and serve them all and open up a world of opportunity.
HSBC UK’s dedicated intermediary mortgage channel continues to transform the broker journey through digital integration, offering flexibility and functionality to provide a high-quality service to its intermediary partners.
Experienced field and phone business development managers and UK-based telephony Broker Helpdesk continue to provide a superior level of support that HSBC’s intermediary partners have become accustomed to.
Pepper Money
Website
Pepper Money is a broad specialist lender.
It exists to help people succeed – championing individuality, embracing difference, acting responsibly and looking for opportunities to say yes, rather than reasons to say no.
The lender understands that brokers have a wide range of needs because their customers do, too. These clients may want to take the next step in their homeowning journey – or move on from a difficult financial situation. Brokers want to give them the best service, in the most efficient and profitable ways.
Pepper Money aims to help both parties fulfil their ambitions. It does this by offering simple, inclusive products, broad criteria, competitive pricing and a positive lending attitude – so brokers are able to help more of their customers.
Taking a human approach to decision-making means fairer – often more generous – lending decisions are reached because the lender considers people, not credit scores.
It is easy to work with, offering direct access to a decision maker, and provides specialist expertise that can be relied on in a rapidly evolving marketplace.
When you keep an open mind and listen to people, everyone succeeds. That’s Pepper Money.
Uinsure
Website
Uinsure’s long term goal is to see insurance offered alongside every mortgage application and our industry-leading technology has completely removed the complexities from GI to allow this to happen.
We put our partners and their clients at the heart of everything we do, meaning buying insurance has never been easier and the support we offer has never been more thorough.
United Trust Bank
Website
United Trust Bank is a multi-award winning and long-established UK lender offering a variety of specialist finance products funded through our successful savings and deposits business.
Our Mortgages division, UTB Mortgages for Intermediaries, is 100% committed to the intermediary channel and we strive to provide successful outcomes through outstanding service, slick processes, common sense lending decisions and a swift turnaround. We invest in great people and cutting-edge technology to ensure broker and customer experiences are second to none.
We offer a range of competitive specialist mortgages including first charge residential buy-to-let mortgages, unencumbered and second charge mortgages. Our borrowers are typically underserved by the mainstream market with circumstances and/or requirements which do not fit within many ‘high street’ lenders’ underwriting criteria. Our flexible, common-sense approach means we can often provide mortgages to borrowers who are self-employed or have complex incomes and/or some adverse credit and for properties of non-standard construction including concrete and steel or timber framed. We will also consider properties in locations often rejected by mainstream lenders including balcony access flats and properties above or beside commercial premises. Although we are frequently the first choice of lender for experienced specialist mortgage brokers, we can often help applicants turned down by other lenders.
At every step, from application and underwriting through to offer and completion, we will do everything we can to meet brokers’ and customers’ needs and exceed expectations for service and outcomes.
Robert helped establish the Association of Mortgage Intermediaries (AMI) as an independent entity on 1st February 2012.
Robert joined the former parent trade body, AIFA, in October 2006, initially looking after the Association of Finance Brokers (AFB) and, since 2008, AMI.
He looks after the day-to-day running of AMI and AFB by delivering member information and services, lobbying regulators and policy-makers and developing press relations.
