Mortgage Broker Expert Nomination Form

Name of Brokerage

Name of person submitting nomination

First Name

Last Name

Position held in Brokerage

Email Address

Address

Phone Number

Website URL

How many employees work in your Brokerage?

1-10

11-20

More than 20

Year business created

1. Please provide an overview of your mortgage advisory business, including the proportion of your brokerage dedicated to mortgage services and the structure of the team responsible for this area. (max 400 words)

0 of 400 max words

2 Describe your brokerage's track record in delivering mortgage advice and client outcomes over the past 1, 3 and 5 years. Please include key performance indicators where available. (max 600 words)

0 of 600 max words

Examples may include: Mortgages arranged Client retention Referral rates Approval rates Growth of the mortgage business Customer satisfaction measures

3. Explain your approach to assessing client needs and delivering mortgage recommendations. How do you ensure clients receive suitable advice throughout their mortgage journey? (max 500 words)

0 of 500 max words

Consider: First-time buyers Movers Switchers Buy-to-let investors Self-employed applicants Equity release clients

4. What range of mortgage solutions do you offer and what are the key benefits clients receive from working with your brokerage? (max 300 words)

0 of 500 max words

Consider: Residential mortgages Buy-to-let mortgages Green mortgages Self-build mortgages Refinancing and switching Protection integration

5. What differentiates your mortgage proposition from competitors, and why do clients choose your brokerage for mortgage advice?

0 of 400 max words

6. How do you deliver an exceptional customer experience throughout the mortgage journey?

0 of 400 max words

Include examples such as: Response times Communication standards Client reviews Net Promoter Scores Referral rates Client retention

7. How has your brokerage contributed to the wider mortgage industry and community?

0 of 400 max words

Examples: Consumer education Industry participation Community initiatives Financial literacy programmes Sustainability initiatives (where applicable) Mentoring and staff development

8. In no more than 100 words, explain why your brokerage deserves to win the Mortgage Broker Expert Award.

0 of 100 max words

9. Please upload supporting documentation that demonstrates the success and impact of your innovation.

Client satisfaction surveys

Customer reviews

Awards and accreditations

Case studies

Process documentation

Technology screenshots

Media coverage

Professional qualifications

Additional information Upload

Upload a supporting file

Maximum file size: 5MB

Mortgage Broker Expert Nomination Form 2026