CATEGORIES

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Please ensure you read the Entry Process , Rules and Guidelines and Entry FAQs before getting started.

Each stage of the Awards entry process is free .

The eligibility period for the Mortgage Strategy Awards 2025 is for work or events that took place from 1 January 2024 up to and including 31 December 2024.

If you have any questions or need more information, please contact Charlotte Covey-Crump on +44 (0) 20 8075 8168 or at charlotte.coveycrump@emap.com .


To jump to your chosen category section, click below:

Broker |  Distributor |  Lender | Provider | Individual

Broker Categories 

The award is for firms that can prove during the eligibility period they have continued to expand and show improvement in their buy-to-let operations, both from an advice and customer service point of view. The winner will also have focused on culture, quality of submissions and technology.
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Expertise as an adviser in the buy-to-let space
  2. A proven record of successfully navigating the many regulatory changes in the sector
  3. Enhancements to the business to improve both customer and staff experiences
  4. Commitment to TCF

This award is the territory of those broker firms that are setting the standard in either integrating technology into their everyday business, developing that technology, or both. Judges will also take into account use of social media and other online initiative taken during the eligibility period.
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Submissions should be completed by an internal senior staff member working directly in the sector. Firms should demonstrate:

  1. The successful implementation of a digital solution that benefits the business and the client
  2. Metrics to support the above stipulation
  3. Use of social media

Best Broker for Later Life is for the brokerage that during the eligibility period has surpassed sales targets in this area, continued to keep customers happy and continued to promote later life as a sector. They should also ensure that the client is always given the best advice and understands the product.
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Expertise as an adviser in the equity release market with an excellent understanding of regulation
  2. Clear communication on the nature of the market to the client
  3. Enhancements to the business to improve both customer and staff experiences

This category is for firms that can prove strong performances in protection advice and conversion rates, ensuring appropriate cover for customers and a passion for this area.
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Expertise as an adviser in the mortgage protection space
  2. Evidence of improvements to services and systems
  3. The ability to cope with and overcome any challenges in the market
  4. A clear focus on what is best for the customer

The award is for firms that can prove they have fully understood this specialist area and continued to expand and show improvement in their short-term lending operations during the eligibility period.

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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Examples of having provided solutions for borrowers with a variety of requirements.
  2. Expertise as an adviser in the short-term lending space
  3. Demonstrable focus on customer outcome
  4. Growth in business and proposition in the past year

This award is to recognise the best small broker firm with fewer than eight mortgage advisers. Which has stood out by improving advice, navigating market change and delivering the best customer service during the eligibility period.

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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Expertise as a mortgage adviser
  2. Growth and innovation within scope
  3. Offering something different to other brokers

This award recognises the broker firm that went the extra mile during the eligibility period to improve all elements of their business and can demonstrate advances in innovation, business growth and service to customers to take home the title of best mortgage broker. The winner will also have focused on culture, quality of submissions and technology.
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Knowledge and the ability to provide mortgage advice on a range of areas
  2. Business growth and investment to the benefit of staff and customers
  3. Significant contribution to the industry

Which broker went the extra mile during the eligibility period to improve all elements of their business and can demonstrate advances in innovation, business growth and service to customers to take home the title of best mortgage broker? The winner will also have focused on culture, quality of submissions and technology.
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Knowledge and the ability to provide mortgage advice on a range of areas
  2. Business growth and investment to the benefit of staff and customers
  3. Significant contribution to the industry

The award is for firms that can prove during the eligibility period they have continued to expand and show improvement in the second charge market, both from a sales and customer service point of view.
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Expertise as an adviser in this specialist space
  2. Doing the right thing by the customer
  3. The ability to overcome any challenges facing the market

This category focuses on firms that have worked on improving diversity and inclusion within their own firm and in the industry during the eligibility period.
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Submissions be completed by an internal senior staff member working directly in the sector. Firms should demonstrate:

  1. Internal training and education for brokers
  2. Demonstrating an understanding of issues some communities face in relation to mortgage applications
  3. Providing an inclusive workplace where all are welcome and equal
  4. Efforts to improve and promote D&I in the industry.

Distributor Categories 

Which mortgage club has provided the best overall proposition to your DA firm during the eligibility period?
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Adding value, information and education for members
  2. An honest, open approach, putting members first
  3. Efforts to improve processes and experiences in the industry

This award is for networks with up to 300 ARs. Which network has done the most during the eligibility period to expand its sales, improve its communication and improve the proposition it provides to both its ARs and lender partners?
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. A strong proposition with ambitions to improve further
  2. Providing value added services
  3. Efforts to overcome challenges in the sector
  4. Offering something different to members than rival networks

This award is for networks with more than 300 ARs. Which network has done the most during the eligibility period to expand its sales, improve its communication and improve the proposition it provides to both its ARs and lender partners?
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Adding value to ARs and lenders
  2. Growth during the eligibility periodwith plans to improve further
  3. Efforts to overcome challenges in the sector
  4. Offering something different to members than rival networks

This category is for firms providing specialist advice/support to mortgage intermediaries or advising clients directly on specialist cases. Which firm has provided the best service and done most to expand and develop the service it provides during the eligibility period?
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Expertise in a broad spectrum of specialist mortgages
  2. Contributing positively to the industry
  3. Ensuring the best outcome for the end customer
  4. Measures taken to support staff with mental health, working from home, etc

Lender Categories 

This category covers both telephone BDMs and those on the road and takes account of a team’s performance as a whole in their support of, and availability to, brokers. Which lender's BDM team provided outstanding service to you and your clients during the eligibility period?
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Submissions should be completed by an internal senior staff member working directly in the sector.

Teams should demonstrate:

  1. Expertise across mortgage industry
  2. Consistent production of fast, reliable and clear responses to queries
  3. High service levels and availability
  4. Demonstrable training provided by the lender

Which buy-to-let lender showed consistency in delivery of their service during the eligibility period, through products, underwriter contact and intuitive systems? Who has shown innovation and provided the best service to you and your landlord clients during this time?

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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. Service that goes beyond expectations
  2. A regular stream of innovative and genuinely useful products
  3. Clear communication and updates on cases
  4. Commitment to TCF

Which lifetime lender has provided the best service, products and all-round intermediary proposition during the eligibility period? Who also best communicated to borrowers and brokers the nature of and all aspects of their products and service?
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. A suite of products appropriate for all reasonable circumstances
  2. Clear communication on all aspects of product details
  3. Abundant and effective educational opportunities for intermediaries
  4. Commitment to TCF

The large loan market is an important area for many brokers – which large loan lender best understood this space as demonstrated through its products and services and went the extra mile during the eligibility period?
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Submissions should be completed by an internal senior staff member working directly in the sector.

Firms should demonstrate:

  1. A product line uniquely suited to this lending type
  2. Dedication to the client evident at every step of the mortgage application process
  3. Unparalleled service
  4. Commitment to TCF

This category is aimed at those lenders who really stood out for their use of technology during the eligibility period. The winner should demonstrate how they have streamlined application processes and improved its digital offering.

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    Submissions should be completed by an internal senior staff member working directly in the sector.

    Teams should demonstrate:

    1. Use of desktop valuations
    2. Speeding up and simplifying all stages of the mortgage process
    3. Offering digital rather than paper options
    4. Providing the same level of service from remote workers

    Taking service, products and all-round intermediary proposition into account, which lender led the market during the eligibility period?

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    Submissions should be completed by an internal senior staff member working directly in the sector.

    Firms should demonstrate:

    1. A well-rounded variety of products, at competitive rates
    2. Evidence of a customer-focused ethos at all business levels
    3. Superior intermediary support and reliability
    4. Speed of response to broker queries

    This category celebrates the second charge lenders that provide an excellent service now and are taking steps to ensure that this remains so in the future. The winner should prove that they are leaders in their field with innovative products and top-class service.
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    Submissions should be completed by an internal senior staff member working directly in the sector.

    Entries should demonstrate:

    1. A collection of products to suit a multitude of borrower types
    2. Clear and straightforward communication on all external collateral
    3. Plans to innovate in product choice and service offered to clients

    Short-term lending has become an increasingly competitive area of the market - which lender has provided the best overall service and proposition over the last year and continually strove to improve its proposition?

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    Submissions should be completed by an internal senior staff member working directly in the sector.

    Firms should demonstrate:

    1. Clear communication on all aspects of product details
    2. Efforts to innovate in the sector
    3. A wide variety of flexible offerings
    4. Operating systems that are intuitive and easy to use

    This category is aimed at those lenders providing loans to borrowers the mainstream lenders shy away from, either through their use of manual underwriting or applying specialist criteria. Which of these has had the best service and overall intermediary proposition during the eligibility period?
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    Submissions should be completed by an internal senior staff member working directly in the sector.

    Firms should demonstrate:

    1. First-rate dedication to treating all applicants fairly
    2. Evidence of a customer-focused ethos at all business levels
    3. A history of producing innovative and creative solutions to difficult cases
    4. Excellent broker support

    Provider Categories 

    This category is for the providers of sourcing systems, client relationship management systems and any IT system focussed on the UK mortgage intermediary market. Which system has innovated and gone that extra mile to ensure its product stands out from the crowd during the eligibility period?
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    Submissions should be completed by an internal senior staff member working directly in the sector.

    Firms should demonstrate:

    1. High levels of customer service
    2. Fast action to remedy any tech issues
    3. Focus on evolving further in the future
    4. Keeping up to date with the fast-changing market

    Individual Performance Awards 

    Administration is a key part of the mortgage process, helping all aspects to work coherently and in sync. Which mortgage administrator proved their level of knowledge, was an integral part of a team, helped customers and paid attention to detail in the most impressive manner?

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      Is there someone in the industry who stood out for making a positive impact in the sector this year, be that through sharing useful insights in the media, starting initiatives to help colleagues or the whole profession, or who is an all around good egg who is great to be around? Nominate them for the recognition they deserve.

      Please note this category is not available to enter.
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      Who has gone above and beyond in the industry to prove that they deserve to win this year’s sought-after contribution award?

      Please note this category is not available to enter.

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