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17th October 2023 – Written by Ade

A clear vision to educate mortgage advisers

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Mortgage Vision events have just completed their 15th year. Apart from a brief transition to online during the Covid years, these events have given mortgage advisers an opportunity to learn, share, and evolve by getting face-to-face with lenders and business partners.

The longevity of these events is a testament to their popularity. And now their value to mortgage advisers has been recognised by the CII’s Society of Mortgage Professionals. Mortgage Vision events are the first in the industry to be awarded the new accreditation. Find out more here.

How did we get here?


You have to go back a long way to understand how we came to this point. Mortgage Brain was born in 1986 when the founder of the business had the idea of creating the first sourcing system for brokers in the UK mortgage market (his wife was a mortgage broker).

The technology’s potential was quickly spotted. In 2001, a consortium of six large lenders including Barclays, Lloyds Bank, Nationwide Building Society, Royal Bank of Scotland, Santander, and Virgin Money acquired the business.

Leading the way


2003 saw Mortgage Trading Exchange (MTE) become the largest single delivery method for placing mortgages in the industry. Since then, Mortgage Brain has led the way in innovative mortgage technology. Our products bring time-saving solutions to market for every part of the adviser journey. Made easier with seamless integrations. CRM technology; affordability, criteria, and product sourcing; submission; website plug-ins; and APIs. They all help combat the complexities mortgage advisers face every day. Find out more about our products.

2024 will see the launch of more exciting products. Which not only will be a game-changer for advisers but the industry as a whole. All part of Mortgage Brain’s mission to create new industry plumbing that will benefit advisers, lenders, and business partners.

Mortgage Vision Roadshows


Our longevity brings with it a wealth of experience. We like to share that. Touring the UK was a natural progression. It creates an opportunity for mortgage advisers, lenders, business partners, and ourselves to network, and exchange ideas and insights.

Keynote presentations, roundtable sessions, and networking opportunities have been a constant since the inception of Mortgage Vision. As has CII CPD accreditation. Mortgage advisers have always been able to earn 3.5 hours CPD by attending one of these events.

This means all Mortgage Vision events follow strict CII guidelines on learning outcomes for our presentations and roundtable sessions. Educating advisers is a must. So why are we so delighted to be the first in our industry to be allowed to use the new accreditation mark from the CII and Society of Mortgage Professionals? Because it means that our learning outcomes are of the highest standards, providing advisers with the very best CPD learning when they attend Mortgage Vision.

Key components


What sets Mortgage Vision apart from similar industry events? After all, there are plenty to choose from in our industry.

The best industry thought-leaders – Our speakers are always of the highest quality and bring a wealth of industry knowledge and experience. Robert Sinclair is just one example. Chief executive of the Association of Mortgage Intermediaries, he’s a stalwart of Mortgage Vision roadshows. He shares valuable knowledge on the latest regulatory developments in our industry and always has his finger on the pulse to keep mortgage advisers up to speed.

Exceptional networking opportunities – Breakout sessions provide an excellent chance to talk directly to lenders and business partners. This is often where new business opportunities can be found and new business relationships formed, both of which can make a big difference to a small brokerage.

Educational roundtable sessions – It’s not just keynote presentations that have educational value. Roundtable sessions all have their own learning outcomes. These sessions usually involve around 10 lenders each focusing on supporting and educating advisers.



As well as a fine array of merchandise, what can mortgage advisers take away from a Mortgage Vision event?

We want advisers to leave an event having learned something that will help them develop and grow. That could be a clearer picture of the economy and what they can expect in the future. It could be a better understanding of new regulations that will affect their business and the way they work. It could be a better understanding of lender criteria and new products. Or it could be they’ve discovered a new business opportunity they had never even considered.

Whichever it is, it will be a morning well spent.

What brokers say


We ask for feedback from each event. It’s important to us. It’s how we work to continually improve and fine-tune the experience. This is why Mortgage Vision has been so popular over the last 15 years. This year’s events have prompted comments such as:

“As with previous years, I enjoyed the event. There was a good blend of lenders, insurers etc, and I will definitely attend next year.”

“Some really great hints and tips for looking for new business.”

“Well put together and it ran seamlessly. A great event.”

“Good content, informative and focused to keep audience interest.”


Our commitment


Mortgage Vision events were designed exclusively for mortgage advisers. But they benefit the whole industry. Exchanging ideas and insight with advisers, lenders, and business partners at events like these drives our commitment to innovate and share knowledge and excellence across the whole of the mortgage industry.

We’re delighted Mortgage Vision events have been recognised for their top-quality educational value. It makes all the hard work worthwhile. Maybe we’ll see you at an event next year?

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