Member benefits
Dedicated key relationship managers & consultant support
Personalised strategic guidance designed to help your firm reach its full potential
Proposition development and skills training to open new opportunities and support the delivery of holistic client advice
Expert consultant support, delivered by experienced practitioners who understand your business needs and the specific requirements of your region
Personalised business insight
At‑a‑glance performance dashboards, giving you instant visibility of your firm’s key metrics
Self‑service tools including on demand proc fee income breakdown by provider and adviser, plus fully editable firm records for accurate updates.
Access to specialist firm development events, designed to support growth, efficiency, and business strategy
Exclusive mortgage technology deals to enhance and drive your operational efficiencies
Development and growth
Access to a wide range of tools and insights designed to build and maintain strong product knowledge and understanding
In‑person development opportunities through one of the industry’s most comprehensive and engaging event programmes
On‑demand training and support, available whenever your firm needs it
In-person engagement & development
Regional seminars and exhibitions exploring key themes and trends shaping the wider industry
Product‑focused conferences examining Buy to Let, Specialist Lending, and emerging market opportunities
National Masters Event Series’ delivered at locations across the UK, providing high‑value learning and networking
Digital engagement
Virtual event round‑ups, an extensive webinar programme, and quarterly academies to keep you informed and ahead of your CPD requirements
Regular lender product and criteria updates, ensuring you stay ahead of market changes
On‑demand learning and dedicated product hubs for flexible, focused learning
Dedicated helpdesk support
For a fast response across a range of queries from complex case placement to criteria, accessing training and support to personalised event booking:
Call: 0345 646 0252