Mortgage Intelligence
The Mortgage Intelligence and Mortgage Next networks are strongly rooted in a simple ethos - we put members and their businesses first, so advisers can rest assured they are in safe hands
- Name: Mortgage Intelligence Holdings - the group includes Mortgage Intelligence and Mortgage Next
- Where is the network based? Roddis House, 12 Old Christchurch Road, Bournemouth BH1 1LG
- When was it set up? Both Mortgage Intelligence and Mortgage Next were founded in 1996 as mortgage clubs and launched network propositions in 2004. Mortgage Intelligence Holdings is the new holding company formed on May 6 2009, following the combining of Mortgage Intelligence and Mortgage Next
- Number of ARs: 450 advisers
- Fixed fee or percentage fee? Combination of both

Sally Laker: Managing director Mortgage Intelligence Holdings
I believe that Mortgage Intelligence and Mortgage Next Network will tick all the boxes when deciding on the network that’s right for you and your business.
By choosing us you will have the reassurance that your business is in a safe and financially secure pair of hands, your procuration fees and commissions will be promptly paid and that you will have the opportunity to develop your business.
We are also in the unique position of being able to offer two award-winning networks with different fee-charging structures, meaning that depending on the type of business you write, the size of your firm, and your fee preference we have the right solution for you.
With our continually evolving services and additional income opportunities at Mortgage Intelligence and Mortgage Next Network we never stand still. And you can be confident that with our support you will stay at the forefront of the marketplace.

Our ethos is simple - we put our members and their business success first.
About us
Mortgage Intelligence and Mortgage Next combined forces in 2009 to create a distribution channel of real scale under the umbrella company - Mortgage Intelligence Holdings. Both brands operate as separate entities from a centralised Bournemouth head office and offer an appointed representative and directly authorised route.
A solid financial foundation combined with an expert team dedicated to the business success of our members has proved a winning formula and we are proud to have recently won Best Mortgage Network 2010 at the Mortgage Strategy Awards and Outstanding Mortgage Network at the Global Business Excellence Awards 2009.
Our team
We have over 50 staff both field and office based, with extensive industry expertise between them. Key members of our team include;
Sally Laker
Managing director
Sally is managing director and 5% shareholder of both Mortgage Intelligence and Mortgage Next. In addition to having spent over 30 years in the mortgage industry working for large corporate organisations, she also spent five years on the board of the Association of Mortgage Intermediaries and is now a member of the Small Business Practitioners Panel.
Chris Mills
Finance director
Chris qualified as a chartered accountant with Ernst & Young in 1990, having previously gained an economics degree from Cambridge. He joined Close Brothers in 1996 and worked closely with Sally Laker and her team from 2001. Chris joined Mortgage Intelligence in October 2008.
Jeremy Heath
Head of compliance
Jeremy joined Mortgage Next in 2005 as head of compliance having previously worked as a compliance consultant, broker and for the Mortgage Code Compliance Board. Ensuring that network advisers fulfil their regulatory obligations and can focus on the key aspects of their business is central to Jeremy’s role.
Sharon Mawby
Head of sales and marketing
Sharon manages the sales, marketing and proposition strategy for the network and mortgage club. Having joined in January 2002 following roles at Bristol & West and Commercial Union Life Assurance Company, she has over 21 years’ financial services business development and field sales expertise.
Claire Honey
Head of training and development
Claire has over 25 years’ financial services experience, specialising in adviser training, competence and development. Since joining Mortgage Intelligence in March 2004 she has had responsibility for enhancing support, learning opportunities and business growth for ARs.
Our appointed representative membership
We understand that you require a range of flexible support which forms the basis of the Mortgage Intelligence and Mortgage Next Network AR membership.
Our recruitment development managers will discuss which of our networks is the right choice for you based on the type of business you write, the size of your firm and your fee preference.
Both our networks offer the same route to business success and provide:
Financial stability and security
Mortgage Intelligence and Mortgage Next Network are part of a dynamic, global organisation that is committed to the growth of our business and the success of our members.
Our parent - European Financial Solutions - is a subsidiary of JZ International, the European affiliate of The Jordan Group, based in New York with $6bn funds under management.
Enhanced procuration fees paid within 48 hours of completion notification
We pay you before the lender pays us. We know that cash flow is crucial and our advance payment system ensures that you need never wait for payment on completed business.
Field-based business development support
We provide a dedicated training and development manager who will support you on an ongoing basis. From growing your business to diversifying into a new advice area your training and development manager will assist along the way and ensure that you receive maximum benefit from the services we offer.
Compliance support
We take the headache out of compliance and will ensure that your business continues to meet the needs of the everchanging regulatory environment.
Our practical support, regular up-dates, ongoing training, leading edge point-of-sale system and compliance Help Desk give you the piece of mind to focus on other areas of your business.
Training courses and learning opportunities
We regularly run skills development workshops and training seminars across the UK, ensuring that you stay up-to-date with the latest industry developments, maximise business opportunities and have the opportunity to share best practices with other members.
Marketing support
Our marketing toolkit includes pre-approved advertising, letter, stationary and article templates, ready for you to instantly download, customise and use to promote your business.
We provide marketing guides, an adviser website service and discounted printing services to help you market your business at little or no cost.
Market-leading exclusive products
Our extensive panel offers access to lenders with restricted distribution channels (including Platform Home Loans, Kensington and shortly Aldermore Mortgages) and some of the most competitive exclusive deals on the market.
Access to expert broker support desk
Our expert in-house broker support team are on hand to assist with cases that are hard to place, provide guidance on lending queries and keep you up-to-date on all the latest product and criteria news.
To find out more about Mortgage Intelligence or Mortgage Next Network talk to us today. Your local recruitment and development manager can be contacted on 0845 130 7446 or alternatively please email brokerdesk@mn-mi.co.uk. We look forward to welcoming you.
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