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The Independent Resource for the Financial Adviser Community.
Mortgage intelligence operate wholly owned subsidiary of Mortgage Intelligence Holdings. It was founded in 1996 as a mortgage club and offered lead generation to its members, in 1997 they were purchased by Close Brothers Group. Mortgage Intelligence then became a dedicated mortgage network in the run up to Mortgage Day in 2004 while still servicing the Directly Authorised market.
In 2009 there was a change in ownership of Mortgage Intelligence which saw Mortgage Next join the Mortgage Intelligence Group under Mortgage Intelligence Holdings. The alliance allows the economies of scale and more cost effective management of the businesses. The previous owners of Mortgage Next bought Mortgage Intelligence but kept the management structure of Mortgage Intelligence to form a duel branded operation. It was emphasised that the two brands would retain their own identity and the advantage of having the two brands would be to enable the company to widen its appeal to a much greater cross section of brokers.
Ownership of Mortgage Intelligence is now interesting. European Financial Solutions (EFS) who are now the owners of Mortgage Intelligence are part of JZ International, which are the European affiliate of private investment firm The Jordan Company, based in New York.
The headquarter address is:
Mortgage Intelligence
Roddis House
12 Old Christchurch Road
Bournemouth
BH1 1LG
Mortgage Intelligence Appointed Representatives’ at the time of writing are numbered at 121 according the Financial Services Association register, putting them in the top ten mortgage networks in terms of numbers of firms.
Mortgage Intelligence permissions include
Mortgages
Pure Protection Insurance
General Insurance

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