Mortgage Marketing Summit 2026
About this Event
The Financial Reporter Mortgage Marketing Summit returns for 2026, bringing together the people shaping the future of marketing across the mortgage and specialist lending industry for an afternoon of insight, inspiration and networking in the heart of London.
This year's summit is proudly hosted in partnership with Pegasus Insight, the mortgage industry's leading specialist research agency. Together, we'll explore the latest trends in broker and borrower behaviour, uncover what really drives engagement, and share practical ideas that marketing teams can take back and implement immediately.
Whether you're looking to understand how customer expectations are changing, discover what's cutting through in an increasingly crowded market, or simply connect with fellow marketers facing the same challenges, the Mortgage Marketing Summit is designed with you in mind.
Expect thought-provoking keynote presentations, expert panel discussions featuring some of the industry's leading marketers and communicators, and plenty of opportunities to network with peers in a relaxed, informal environment.
If you're responsible for growing a brand, engaging brokers or borrowers, or shaping marketing strategy within the mortgage industry, this is an afternoon you won't want to miss.
Questions? Drop us an email on [email protected] and a member of the team will get back to you as soon as possible
Agenda
🕑: 01:00 PM - 01:30 PM
Arrival
🕑: 01:30 PM - 01:40 PM
Introduction
Host: Andy Shields - Made Events
🕑: 01:40 PM - 02:10 PM
Marketing moments that decide: broker choices, journeys and retention
Host: Chris Whitmore - Pegasus Insight
Info: Drawing on continuous broker tracking data, this keynote explores the gap between where lenders think they stand with brokers and where they actually stand – from perceptions of service and criteria clarity to the messages and moments that ultimately influence who gets recommended.
We’ll then turn to borrowers, exploring how aspiring first-time buyers plan and research their journey, what holds them back, how they fund their deposit and where they seek information before speaking to a broker or lender. Using findings from research for a major specialist lender, we’ll also examine what happens when borrowers reach the end of their fixed rate: who stays, reverts or remortgages elsewhere, and the communications and experiences driving those decisions across residential and buy-to-let. Finally, we’ll consider appetite for direct online switching and how marketers can help lenders and brokers build stronger relationships at the moments that matter most.
🕑: 02:10 PM - 02:45 PM
Marketing in turmoil: staying strategic when everything changes
Host: Phil Green - Pepper Money
Info: The mortgage market can change overnight, with interest rate movements, regulation, political events and economic uncertainty all impacting customer behaviour and marketing priorities. In this practical discussion, Phil Green (Pepper Money) and Gillian McAllister (LendInvest) share their experiences of leading marketing through periods of change, exploring how to adapt campaigns, manage stakeholders, communicate with confidence and make the right decisions when the landscape is constantly shifting.
🕑: 02:45 PM - 03:00 PM
Break
🕑: 03:00 PM - 03:20 PM
Building my AI chief of staff (and how your team can build agents too)
Host: Karl Griffin - JammJar
Info: A year ago Karl Griffin was drowning in the same admin as every founder. Today an AI agent he built in a weekend runs his inbox triage, meeting prep and daily briefings and consults with him as a genuine chief of staff, even preparing materials for his team and stakeholders. In this practical 20 minute session Karl shares exactly how he built it, what it does for him day to day, what went wrong along the way, and the simple steps any marketing team can follow to build an AI team member of their own, no coding required.
🕑: 03:20 PM - 04:00 PM
Ask brokers anything: live and unfiltered
Host: Lisa Stones - Mortgage 1st
Info: What do brokers really think about lender marketing? Which communications get opened, which get ignored and what makes a lasting impression? In this interactive closing session, brokers take to the stage to answer questions submitted anonymously by the audience. Nothing is off limits as they share honest views on email marketing, events, content, social media, webinars, lender relationships and more. A unique opportunity to hear directly from the people marketers are trying to influence every day.
🕑: 04:00 PM - 05:00 PM
Networking & pizza party
Where is it happening?
Event Location & Nearby Stays:
GBP 0.00
