Mortgage Lender Benchmark

The industry’s largest broker feedback survey, giving lenders the insights they need to outperform competitors and drive more growth.

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Why lenders rely on the Benchmark

See what brokers really think, and use it to get ahead:

business

Win more business

Know exactly which lenders brokers recommend, and why. Use this insight to strengthen broker relationships and increase revenue.

brand

Improve brand perception

See how brokers really perceive your service and proposition. Identify what’s working, fix what’s not, and boost trust in your company.

tools

Optimise tools and processes

Understand market position, track trends, and identify opportunities. Use broker feedback to shape your propositions and go-to-market strategy with confidence.

Getting honest broker feedback is essential, but not always easy

That’s why we launched the Mortgage Lender Benchmark in 2018. Today, it’s the UK’s largest source of independent broker insight, used by lenders and tech providers who want an honest view of their performance. If you want to know who brokers recommend, who they avoid, and why – this is where you get it.

Twice a year, we gather unfiltered broker feedback to show lenders and providers exactly how they compare. It’s insight that helps you strengthen relationships, improve service, and win more business.

From mainstream banks to specialist and lifetime lenders – and the tech providers behind them – the Benchmark gives you a true picture of what brokers really think.

Stop guessing. Start using broker insight to drive real change.

What’s included in the Mortgage Lender Benchmark?

Six-monthly, broker-led insight that gives lenders a clear, actionable view of the market and their performance.

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Mortgage lender league tables

See who brokers recommend, and who they avoid, so you can benchmark your performance and identify opportunities to win more business.

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What matters most to intermediaries

Understand the factors that drive broker recommendations, from service to criteria clarity, and focus on what really influences intermediary decisions.

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How do brokers see the market?

Access brokers’ views on trends, house prices, affordability, and broader market pressures, helping you anticipate shifts and make smarter strategic decisions.

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Broker sentiment over time

Track changes in broker opinions and satisfaction across editions, so you can measure the impact of improvements and stay ahead of competitors.

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Technology provider in-depth analysis

See how brokers rate CRM systems, sourcing platforms, affordability tools, and criteria engines – then improve your processes to make case handling faster and smoother.

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Brand personality analysis

Understand how brokers perceive your brand, identify strengths and gaps, and shape communications that build trust.

Bubbles right

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Pure Retirement

Melanie Godley - Senior Marketing Manager, Pure Retirement

"Smart Money People’s insights have been invaluable in assessing how we measure up against our competitors and the broader industry."

Mortgage Lender Benchmark reports

Read our latest Mortgage Lender Benchmark reports, including a summary of the latest version, analysing the mortgage lending landscape via broker testimonial. See the most relevant, up-to-date findings or track developments over a given time.

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Our other solutions

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Broker insight

We regularly work with lenders to survey their brokers for insights, and compare the results with data from our Mortgage Lender Benchmark report.

Find out about broker insight
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Consumer Duty

As financial services insight specialists, we can help you meet your Consumer Duty reporting requirements.

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Broker insight capabilities

We can survey brokers for a specific lender and compare the results with data from our Mortgage Lender Benchmark report, giving you bespoke insights for your part of the industry.

Why lenders rely on the Benchmark

  • Win more business

    Know exactly which lenders brokers recommend, and why. Use this insight to strengthen broker relationships and increase revenue.

  • Improve your brand perception

    See how brokers really perceive your service and proposition. Identify what’s working, fix what’s not, and boost trust in your company.