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Artwork for Mortgage Strategy Podcast

Mortgage Strategy Podcast

mortgagestrategy
Royal London
Mortgage Industry
Income Protection
Artificial Intelligence
Protection
Mortgage Advice Bureau
First-Time Buyers
Mortgage Strategy Awards
Customer Service
Specialist Lending
Super Prime Lending
Customer Engagement
Diversity and Inclusion
Customer Satisfaction
Innovation
Regulatory Changes
Equity Release
Skipton Building Society
Consumer Duty
Second Charge Mortgages

Mortgage Strategy brings you an all-new podcast featuring leading industry figures speaking to Digital Content Manager Kimberley Dondo and guest speakers.

PublishesWeeklyEpisodes70Founded5 years ago
Number of ListenersCategory
Business

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Artwork for Mortgage Strategy Podcast

Latest Episodes

In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Amelia Holmes, Senior Marketing Executive at Sort Group and a member of the MS NextGen Class of 2026.

The MS NextGen programme is Mortgage Strategy’s flagship 12-month talent ... more

In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Carly Bown, Senior Credit Risk Analyst at Together and a member of the MS NextGen Class of 2026.

The MS NextGen programme is Mortgage Strategy’s flagship 12-month talent accel... more

In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Evie Beaumont, Financial Adviser at Lincolnshire Independent Financial Advisers and a member of the MS NextGen Class of 2026.

The MS NextGen programme is Mortgage Strategy’s f... more

In the launch episode of MS NextGen Podcast, Kimberley Dondo sits down with Joe Maskell, Mortgage and Protection Adviser at The Finance Planning Group and a member of the MS NextGen Class of 2026.

The MS NextGen programme is Mortgage Strategy’s flag... more

Mortgage advisers frequently encounter clients with complex, modern income streams. In this episode of the Money Talks podcast, host and digital content manager Kimberley Dondo sits down with Royal London’s Gregor Sked and CIExpert’s Paul Roberts to ... more

AI is transforming the mortgage industry at pace, but are brokers fully aware of the risks?

In this special Mortgage Strategy podcast, Mortgage Brain CEO Zahid Bilgrami joins James Prosser to discuss the launch of the Mortgage Brain AI Charter and t... more

In this episode Shelley Reid from Royal London discusses the rise of economic and financial abuse, explains the difference between them, and shares real-life examples showing how control over money, property, benefits and mobility can be used to coer... more

In this episode of Money Talks, Kimberley Dondo is joined by Stacey Penn (The Association of Mortgage Intermediaries) and Shelley Reid (Royal London) discuss why positioning protection conversations earlier in the mortgage journey increases uptake.

more

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Recent Guests

Amelia Holmes
Group Senior Marketing Executive at Sort Group
Sort Group
Episode: MS NextGen Ep 4: Marketing, Tech, and the Conveyancing Journey with Amelia Holmes
Carly Bown
Senior Credit Risk Analyst, part of the MS NextGen cohort
Together
Episode: MS NextGen Ep 3: Demystifying Credit Risk and Specialist Lending with Carly Bown
Evie Beaumont
Financial Advisor at Lincolnshire Independent Financial Advisers
Lincolnshire Independent Financial Advisers
Episode: MS NextGen Ep 2: Bridging mortgages and wealth planning with Evie Beaumont
Joe Maskell
Mortgage and Protection Advisor from The Finance Planning Group
The Finance Planning Group
Episode: MS NextGen Ep 1: Misconceptions, market chaos, and the reality of advising today with Joe Maskell
Paul Roberts
Propositions and Distribution Director at CIExpert
CIExpert
Episode: Money Talks: Protecting the modern worker's income
Shelley Reid
Senior Protection Technical Manager
Royal London
Episode: Money Talks – Putting Protection Viewpoint insights into action – Part 2
Will Hale
CEO Key Equity Release and Answers in Retirement (AIR)
Key Equity Release / AIR
Episode: The Home Is the Pension: Why Property Must Be in Retirement Plans
Shelly Reid
Senior Protection Technical Manager
Royal London
Episode: Money Talks – Putting Protection Viewpoint insights into action – Part 1
Stacey Penn
Head of Policy
AMI (Association of Mortgage Intermediaries)
Episode: Money Talks – Putting Protection Viewpoint insights into action – Part 1

Host

Kimberley Dondo
Host of Mortgage Strategy Podcast series

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

MS NextGen Ep 4: Marketing, Tech, and the Conveyancing Journey with Amelia Holmes
Q: How has AI impacted your workflow, and how do you balance automation with maintaining a human storytelling element?
Amelia discusses using AI for inspiration and efficiency, while stressing that authentic, human-edited content remains essential for credibility and engagement.
MS NextGen Ep 4: Marketing, Tech, and the Conveyancing Journey with Amelia Holmes
Q: What drew you to marketing in the conveyancing and mortgage tech space, and how did your career path lead you here?
Amelia explains her marketing career began in education, followed by an unplanned but welcoming entry into financial services after COVID, highlighting the adaptability of marketing skills across sectors and the importance of embracing new opportunities.
MS NextGen Ep 3: Demystifying Credit Risk and Specialist Lending with Carly Bown
Q: How do you see AI changing underwriting versus the need for human judgment?
She notes that automated underwriting can speed decisions for many cases, but specialist lenders still rely on human underwriting for nuanced scenarios where personal assessment and experience matter.
MS NextGen Ep 3: Demystifying Credit Risk and Specialist Lending with Carly Bown
Q: What was the steepest learning curve when you moved into a senior role?
She describes the need to understand a new business with different products and stakeholders, taking ownership of projects, and balancing deadlines with building credibility and trust within the organization.
MS NextGen Ep 3: Demystifying Credit Risk and Specialist Lending with Carly Bown
Q: How did you get started in credit risk and what drew you to this field?
Carly explains her maths background, a master's in financial mathematics, and how she moved from university roles into credit risk, starting at Nationwide and gradually taking on more responsibility as she learned the business and built relationships.

Audience Metrics

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Frequently Asked Questions About Mortgage Strategy Podcast

What is Mortgage Strategy Podcast about and what kind of topics does it cover?

Mortgage Strategy features in-depth conversations with senior industry professionals about mortgages, protection, retirement planning, and the evolving tech and policy landscape affecting advisers and intermediaries. Across episodes, the show often centers on practical, advisory-focused topics—how to frame protection conversations, embed protection into the mortgage journey, and navigate innovations like AI in mortgage tech—while also exploring the broader financial planning context for clients and the implications of regulatory changes. Noteworthy is the consistent emphasis on real-world applicability, data-backed insights from industry bodies, and a clear drive to help advisers close gaps in consumer understanding and outcomes. The format... more

Where can I find podcast stats for Mortgage Strategy Podcast?

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How many listeners does Mortgage Strategy Podcast get?

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What are the audience demographics for Mortgage Strategy Podcast?

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How many subscribers and views does Mortgage Strategy Podcast have?

To see how many followers or subscribers Mortgage Strategy Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Mortgage Strategy Podcast?

These podcasts share a similar audience with Mortgage Strategy Podcast:

1. The Accord Mortgages Growth Series Podcast
2. Mortgage Business Mastery
3. Systemise and Scale with Gary Das
4. This is Money Podcast
5. The Property Podcast

How many episodes of Mortgage Strategy Podcast are there?

Mortgage Strategy Podcast launched 5 years ago and published 70 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Mortgage Strategy Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Mortgage Strategy Podcast?

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What guests have appeared on Mortgage Strategy Podcast?

Recent guests on Mortgage Strategy Podcast include:

1. Amelia Holmes
2. Carly Bown
3. Evie Beaumont
4. Joe Maskell
5. Paul Roberts
6. Shelley Reid
7. Will Hale
8. Shelly Reid

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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