ABOUT THE AUTHOR

Kevin Rose is the editor of BestAdvice. He has been a business and finance journalist for 23 years and has been writing about the mortgage industry since 2001.

He has also written for a large number of newspapers and trade titles, including the Independent, i Paper, What Investment and Money Management.

In addition, he presents BestAdvice’s podcast for mortgage intermediaries, Sound Advice.

ABOUT THIS RESEARCH

This BestAdvice Intelligence report gives financial advisers and brokers a clearer picture of the key technology providers delivering products to the intermediary market.

It aims to bring clarity to the sector, to deepen understanding of the propositions available, and help advisers understand which providers operate in which market segments, where their sweet spots are and how their propositions differ.

All technology providers to the intermediary mortgage sector were approached for this report. We thank the providers that supplied us with complete data for their forward-thinking and transparent approach.

This edition of the report features conveyancing platforms and marketing/retention systems for the first time. The next report’s interation will build upon this year’s research and look to further expand the technology platform coverage.

Iress failed to submit data for this year’s survey, despite taking part in the 2020 report. We hope they will provide data for subsequent editions of this report.

We also conducted online research with 63 mortgage intermediaries and spoke to numerous industry experts. All data was collected in December 2020 and January 2021.

We thank all providers, intermediaries and other industry stakeholders who contributed to this report.

This research has been sponsored by: