2023 Coffee Mornings

Our monthly coffee mornings are back again, hosted as usual by Sophie Holloman, Key Relationship Manager. We kick off the new year with an opportunity to hear from our new Director, Clare Beardmore, as she sets out her vision for the Mortgage Club across 2023. Sophie and Clare will also take a look back at 2022 and how the Club thrived and continued to innovate, whilst facing some tough market challenges.

Join Sophie Holloman, Key Relationship Manager at Legal & General Mortgage Club as she runs through the added benefits that we offer to help your business grow. From technology that saves you time to optional payments in advance, Sophie will be running through the benefits, exploring what they actually mean for you. So, whether you’re an existing member looking to grow your business, or an adviser looking to see what Legal & General Mortgage Club can offer, register today. Sophie will also be joined by her co-host Toby Miles, from the Club's Telephone Relationship Management team, as well as special guest Chloe Harrison from TriPlus Financial, who will speak firsthand about how the Club's member benefits have helped her business.

By working together, we all get stronger. So, surround yourself with support and let our strength be yours

Our March coffee morning will welcome Danny Belton, Head of Lender Relationships for the Mortgage Club and Sundeep Jadeja, National Account Manager from Barclays Bank. This session will focus upon service levels and support for brokers from a prominent high-street lender. It will also give Barclays the opportunity to outline the reasons why service levels can fluctuate as they have in recent months, as well as highlighting how brokers and lenders can work together to mutually support each other, especially during busy periods of market activity.

With the 31st July Consumer Duty deadline looming, join our co-hosts Sophie Holloman & Zara Bray for an extra special coffee morning focused on this hot topic that affects all broker firms. In conversation with Stacy Penn, Senior Policy Adviser from the Association of Mortgage Intermediaries (AMI), they will be providing an overview of the Consumer Duty requirements for firms, the current timeline, frequently asked questions about the new duty and what Legal & General Mortgage Club can do help.

Don’t miss out on this important discussion to help your firm navigate this fundamental change to your business, to ensure that clients’ best interests are at the heart of everything you do.

There have been many advances in technology over the past few years, which can be beneficial to all parties in the mortgage industry, but how do you know what’s the right tool for your business? And how can you make sure you’re getting the most out of the technology you use?

In this Coffee Morning, Sophie Holloman, Key Relationship Manager at Legal & General Mortgage Club will be joined by James Adams, Founder & Co-Director at My Simple Mortgage to discuss how using the right tools can help you strike the balance between tech and human interaction. They’ll also be covering the tech options available to brokers, how you can implement it and why it’s important.

This will be a live session, so come prepared with questions for Sophie and James. If you can’t attend on the day, it will be available to catch up on-demand.

Following a brief hiatus, our coffee mornings are back!

With the mortgage market currently experiencing extremely challenging conditions, advisers need all the support they can to be able to write business effectively. Sophie Holloman, Key Relationship Manager at Legal & General Mortgage Club will be joined by Greg Simkins, Senior Mortgage Associate at LargeMortgageLoans to discuss how as a packager they can support advisers with complex cases that they can’t place on their own. LargeMortgageLoans provide bespoke solutions for clients with complex financial circumstances including high net worth individuals, entrepreneurs, expats and foreign property investors.

As an adviser, are you looking for more tech to help support and streamline your operations?

If so, then join Sophie Holloman, Key Relationship Manager at Legal & General Mortgage Club for our next tech-focused coffee morning. Sophie will be joined by Thora Kehoe, Chief Product Officer at Smartr365 to discuss what they are currently building and what’s in their future pipeline.

Smartr365 are an end-to-end mortgage and protection platform connecting advisors, estate agents and home buyers. Their mortgage broker CRM system helps advisers save time, reduce paperwork and consolidate applications into a single, easy to use software platform for mortgage brokers.