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Marketing Playbook

On demand video content to give you insights into marketing in the mortgage market.

Coming Soon: Live From Jan 2026

​The Playbook Structure
 

Playbook is a series of presentations on demand that give you all the insights you need to succeed with marketing in the mortgage market.
 

Module One: Market Overview
 

  • •History of the market

  • •Networks, clubs and packagers

  • •Role of brokers

  • •Trade press

     

Module Two: Competitive Landscape
 

  • Lender market share

  • Lender types

  • Suppliers of product and criteria information.

     

Module Three: Market Sectors
 

  • Residential mortgages (mainstream)

  • Residential mortgages (specialist)

  • Buy to let

  • Bridging & Commercial

  • Second Charges

​

Module Four: Market Dynamics

​

  • Product pricing - how it works

  • Funding types

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Module Five: Marketing to Brokers

​

  • Broker decisioning

  • What works. What does not.

  • Getting cut through.

  • Broker psychographics.

FAQs

1. How Does It Work?

You will be given access to the Module you require.

You can then watch the videos whenever you want.

 

2. What does it cost?
 

  • You can access individual modules priced as follows per person:

    • Module One = £245 + VAT​

    • Module Two = £125 + VAT

    • Module Three = £245 + VAT

    • Module Four = £125 + VAT

    • Module Five = £340
       

  • For all modules the cost is £650 + VAT
     

3. What if we want to give access to a team?

Teams can buy full access to all modules for £895 + VAT
 

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