Connect Academy

Bringing new advisers into the specialist mortgage industry

We are pleased to introduce you to our new Connect Academy to help you become a confident and competent adviser in the specialist mortgage market.


Learning mortgages

In the residential market an adviser must hold a mortgage qualification and be supervised until they can demonstrate they are a competent adviser. There is no such requirement in certain parts of the specialist market, so technically someone could be working as a builder one day and set themselves up as a Commercial, Bridging and BTL broker the next day without a qualification, or for most of the sales, without FCA regulation! However, most lenders will not accept an application from an adviser who is not part of a regulated environment.


Connect’s Network provides its service to support this type of adviser. In fact, the number of lenders accepting business from non-regulated brokers diminished even further in 2018, even where the lenders are offering non-regulated products, they still have a preference to deal only with regulated brokers. Our Academy is designed to enable those with less experience to enter the market, and benefit from starting or growing their own flexible specialist mortgage business.


Even for those with a qualification, there is an incredible amount a mortgage adviser needs to learn about actually researching the market and giving advice if they are new to the market. The Academy will help candidates develop their mortgage knowledge, with a focus on their understanding of the criteria and lender offerings in the specialist market.


The Academy will be offered to candidates who are deemed capable, such as brokers returning to the industry, accountants and people with a financial background, property experienced individuals such as property investors, Estate or letting agents and whom wish to start or grow their own business.


One of the key benefits of running a mortgage business is flexibility of working hours and methods. Our own CEO Liz Syms, grew the business to over 35 members of staff, supporting over 150 advisers around the UK, whilst also raising 3 children.



Requirements: Qualification is not required (residential loans are not part of this course) Candidates however should have some knowledge of the market, have the ability to learn and bring a laptop for hands-on learning during their training week.

Content: Candidates will have the opportunity to review pre-course material, to ensure they have a minimum level of knowledge to maximise their learning during the Academy week.

Curriculum will include:

  1. Core compliance training
    1. Money Laundering
    2. Data Protection
    3. Complaints
    4. Understanding the mortgage basics
    5. Treating customers fairly
  2. Specialist knowledge training
    1. Calculating BTL rental affordability
    2. HMO and multi-unit property
    3. Bridge finance- refurbishments and other uses
    4. Commercial and business funding
    5. Lender criteria complexities
  3. Researching the market
    1. Fact finding
    2. Understanding a credit file
    3. Understanding accounts and complex income
    4. Using Research tools like Knowledge Bank
    5. Creating an illustration in Twenty7tec
    6. Lender resources
    7. Case studies
    8. Presenting solutions and closing the sale
  4. Submitting business
    1. Application process
    2. Using OMS for submissions
    3. Using OMS for tracking
    4. Documentation standards
    5. Undertaking risk checks
    6. Customer Service Standards
  5. Generating leads
    1. Networking
    2. Social media
    3. Email marketing
    4. Advertising approvals
    5. Existing customers and personal recommendations

Moving forward: Learning will continue after the course and candidates will have access to the team to help them successfully find solutions for their clients cases. The team will also mentor the candidates growth and development in the months following the course to help them to achieve a successful business.

Contact Us for Upcoming Connect Academy Dates

Due to current situation, we have set up a system to study with us via video conferencing. Contact us for more information on 01708 676123

What Next?

Drop us a line!

For more information on the Connect Academy or to book your place, call us on 01708 676135 or fill in the quick contact form below and request an Academy brochure.

Get in touch with us...