Marketing To Mortgage Intermediaries

Course Summary

Marketing to intermediaries is different to conventional B2B and B2C. It is more complex. Discover learnings from 25 years of experience that you can apply successfully yourself.

Course Format

This course is available as online learning and as a Team Session.

Each option gives full flexibility over course delivery - you are not forced to learn everything in just one day!!

Who Is It For?

For anyone who wants to learn more about the science and the art behind marketing to mortgage intermediaries.

Course Overview

Broker Decisioning Journey

Get to learn about the broker decisioning journey. Discover why building brand salience is so important and how to do this.

Broker Psychographics

Learn vital insight into how brokers prefer to receive information. Discover how to get your message heard.

Getting Cut Through

Learn how to apply cognitive marketing principles to get cut thought and have your marketing messages heard and understood.

Delivering Your Message

Discover ways about delivering your message - by being clear, relevant, distinct, consistent.

Communication Tips

Discover proven tips and hints that will make your marketing more effective. This across different communication channels.

Learning Outcomes

  • Learn the fundamental psychology of marketing to intermediaries.

  • Learn how to build brand salience

  • Learn how brokers make decisions

  • Learn how to deliver effective messages.

  • Learn what to communicate and why pushing rates does not work.

  • Deliver increased marketing effectiveness.

  • Learn how to minimise spend and maximise ROI.

  • How to run highly effective marketing campaigns.

  • Enhance your position in your organisation

  • It will get you on the front foot.

Your Trainer

Your training will be led by Jeff Knight.

He has held several senior positions within lenders. He is a Fellow of the CIM and has won several marketing awards.

He has been marketing to intermediaries since 1997.

He will share all his knowledge and insights in this vital piece of training.


jk no bg_edited.jpg


Online course is £385 + VAT

Team Session price is determined based on your objectives and team structure. 

Get In Touch

To get access to the online course or discuss a team session, just get in touch.

Thanks for submitting!

grey matter marketing solutions logo