Registration: breakfast and networking
Chairman's welcome address
What makes a great broker?
Are you a good mortgage broker, or a great one? This session will offer practical tips and advice on how to change your behaviours and processes to elevate yourself to the next level, to deliver better service to your customers and create a virtuous circle which will grow your business.
Jeremy Duncombe, director of intermediaries, Accord Mortgages
Where is your future business going to come from?
Homebuyer and homeowner behaviour will inevitably dictate what type of mortgage cases you will be writing in the next 12 months – and, to an extent, the level of business you can expect. This session will focus on the housing market in your region and where future residential purchase, remortgage and buy-to-let business is likely to come from.
Richard Donnell, director of research, Hometrack
Coffee break and networking
Protection: Passionate about the process
How many times do we say ‘the level of protection I’m arranging is lower than it should be because I am just too busy’? How can we change, ensure that our clients are getting the cover they need, and grow our business at the same time?
Andy Walton, protection proposition director, Mortgage Advice Bureau
Technology: the true picture
In recent years there has been a lot of hype about the threat to traditional broker businesses posed by ‘robo-advice’ and the rise of online transactions. But so far, the way most mortgage business is transacted remains relatively unchanged. What is the current state of play and where do the real threats and opportunities posed by technology lie?
Seb McDermott, CEO, Dynamo
Your chance to quiz a range of lenders and protection providers on their products, service, plans, strategies and opinions, and discuss threats and opportunities with distribution experts.
Jonathan Buckle, Lloyds Banking Group
Emma Hollingworth, mortgage proposition director, Mortgage Advice Bureau
David Hunter, senior corporate account manager, NatWest Intermediary Solutions
Lunch and networking