Knowledge Centre
Supporting clients with vulnerabilities
The FCA says around half of UK adults have one or more characteristics of vulnerability. Our guide explains how to help your clients.
A broker's guide to limited company BTL mortgages
Uncover market trends, expert tips plus exclusive data from 500 landlords and 200 brokers. This report includes case studies and resources to help you win more limited company business.
Supporting vulnerable clients through major life events
Sudden life events can really impact a client’s ability to make financial decisions – even if they were previously financially secure. In this article we'll guide you on how to support them.
A broker's guide to thriving on social media
Get social media ready with our latest guide, packed full of helpful tips and insights to help you harness the power of socials.
How brokers can support FTBs during shifting market conditions
The first half of 2025 has been one of fast-moving change for the mortgage market. In this blog, we explore how brokers can support buyers purchasing for the first time.
Future-proofing Buy to Let investments: the end of leasehold flats
The government’s legislation to ban new leasehold flats, marks a major shift in property ownership, replacing leasehold with commonhold. Understanding these shifts will be crucial for brokers to support clients as they future proof their property portfolios.
Supporting landlords operating past and approaching retirement
There’s a growing number of landlords in the UK today who are navigating the Buy to Let (BTL) market in their later years. So, how can brokers help landlords enter this new retirement phase?
How to become social media savvy
Social media is fast becoming a marketing and communications tool you simply cannot ignore. So, how can you effectively use social media for lead generation, client engagement, and as a tool to showcase market expertise?
The First Time Buyer Economy 2023/24 Edition
Take a look at our first time buyer report to gain a better understanding of the dynamics in the FTB housing market, including data and insights to help support your future homeowners.
Reigniting the buzz of buying a home
First time buyers face many challenges, from rising house prices to confusing government support. As a broker, your knowledge is crucial in simplifying and bringing excitement back into the process.
Overcoming barriers to green home improvements
Your clients may feel overwhelmed or confused when considering green home improvements. This blog, offers practical tips and tools to help you guide your clients in overcoming these challenges.
Product transfers: Why are brokers key?
With a large number of maturities expected this year, the need for advice will be more important than ever.
Regional differences impacting first time buyers
Following on from our research into the first time buyer economy read about the regional factors impacting first time buyers.
How to prevent mortgage fraud - a broker's guide
Take a look inside our guide to find helpful tips and reminders to protect your business and your clients from potential mortgage fraud.
Why the green agenda will shape the future of housing: Part one
We explore consumer demand for sustainability, how you can keep pace and retain clients and the role of the housing sector on UK emissions.
Why the green agenda will shape the future of housing: Part two
What steps need to be taken to overcome the barriers to improving energy efficiency and to create a greener housing market for all? And how can those of us in the mortgage market help to create a more sustainable future?
New build client guide
To help guide clients purchasing a new build property, download our new build guide that maps out the entire journey.
First time buyer client guide
As a broker you play a huge role in making the dream of owing a home a reality. To help we’ve created a handy guide for you to give to your clients who need that extra support.
What are Offset mortgages and who are they best suited to?
Ben Williams, Corporate Relationship Manager, explains how your clients could benefit from an Offset mortgage and how they work. Follow the link within the article to claim your CPD points.
Helping clients to avoid green scams
Read about common scams targeting those who are looking to make their property more ‘Green’ and learn how your clients can avoid falling victim.
An opportunity for brokers to support clients in new ways
One size doesn’t always fit all. What’s important to them? Offer flexibility, incentives, service?
Broker’s handbook on green homes
Find out everything you need to know about green homes, retrofit and technologies in the Green Finance Institute’s broker handbook.
How we aim to achieve our net zero plan
This article explores our aim to have a mortgage portfolio with an average EPC rating of C by 2040 as part of our net zero plan.
Beyond the bricks: what does a green housing market really look like?
Understand how to position green home improvement products to your clients in line with borrower opinion and demand. Our green housing report highlights key trends and attitudes towards making homes more sustainable.
Remain experts for first time buyers
This generation of FTBs is very tech-savvy, but real broker advice is still vital. Find out how you can stay top of mind at all times.
First time buyer affordability help
Buying a property can be daunting for FTBs. Help get new borrowers onto the housing ladder and improve your business portfolio.
Navigating new build complexities
Advising on new builds comes with sets of challenges and complexities for brokers. Explore what to consider when advising your clients.
Act now to help your remortgage clients
Adapting to changing customer habits and keeping up with evolving market trends are just some of the ways you can support your clients.
Our tips on retaining your clients
Maintaining communication with clients and creating long-term relationships with them so they keep coming back is more vital than ever.
Advising next gen first time buyers
In this Best Advice article, Jonathon Stinton, Head of Intermediary Relationships, discusses engaging with a tech minded generation.
De-mystifying offset mortgages – part 1
In this article Jonathan Stinton, Head of Intermediary Relationships, lifts the lid on offset products.
De-mystifying offset mortgages – part 2
In this second article Jonathan Stinton, Head of Intermediary Relationships, busts more myths about offset mortgages.
