Mortgages

We have a deep connection with mortgage brokers and can navigate lenders through the marketplace via our partnership with The Adviser and Mortgage Business.

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Our major research initiatives

Momentum Intelligence’s primary focus is offering lenders and broker groups detailed insights into the attitudes, perceptions and priorities of Australian mortgage brokers. We offer four annual competitive analysis reports that look at the state of the lending and recruitment market in the third-party distribution channel.

Third-Party Lending Reports

The Third-Party Lending reports are designed to give lenders visibility on the perceptions of their business in direct comparison to those within their competitive set, from the eyes of the broker. The reports are divided between three competitive sets; major banks, non-major banks and non-bank lenders.

Our clients use these reports as diagnostic competitive analysis tools to help reveal or reinforce their perceptions of the marketplace coupled with their internal statistics to guide their strategic direction.

The questionnaire for this research is conducted in partnership with The Adviser over February and March each year via The Adviser’s annual lender survey with the results available from May. This questionnaire surveys active loan writers and mortgage broker across Australia to uncover their perceptions towards lenders in four key areas; product, support, technology and commission.

The results are analysed by our market research professionals to produce three comprehensive reports that provide granular detail into the performance of each and every lender as well as evaluating the importance of each attribute to provide a predictive analysis of the marketplace.

If you’re interested in finding out more or purchasing a copy of the most recent report, follow the relevant link below.

If you have any questions or you’re interested in accessing a bespoke report focusing on a specific category or group of lenders, please contact us directly and a consultant will be in touch shortly.

Broker Group of Choice Reports

The Broker Group of Choice reports are designed to give broker groups and aggregators visibility on the perceptions of mortgage brokers towards Australia’s leading broker groups and aggregators.

Our clients use this report to analyse their position in the recruitment market to ensure they are able to continue to satisfy their existing brokers and guide their strategy in a direction that will encourage brokers to join their group.

The questionnaire for this research is conducted annually in partnership with The Adviser in August each year via The Adviser’s Aggregator Sentiment survey with the results available from October. The questionnaire surveys mortgage brokers across Australia on their attitudes towards their current aggregator over a number of key performance areas and their priorities if they were to switch groups.

The results of the questionnaire are analysed by our market research professionals to produce the Broker Group of Choice report that provide granular detail into the performance of Australia’s leading broker groups and aggregators, detailed profiles of brokers likely to switch and the state of the recruitment market.

If you’re interested in finding out more or purchasing a copy of the most recent report, follow the relevant link below. Alternatively, if you have any questions, please complete the contact us form below and a consultant will be in touch shortly.

Bespoke research engagements

Beyond our major research initiatives, Momentum Intelligence offers bespoke solutions for clients looking to undertake research with Momentum Media’s audiences. Momentum Intelligence’s end-to-end research offering is a turnkey research program that will help you better understand your customers, clients and stakeholders. The program is designed to give you full access to our experienced team through survey creation and consultation through to designing and managing the media campaign to analysis by our market research professionals.

Our team’s deep understanding of our audiences, respondent behaviour and research methodologies will be employed throughout the project to maximise survey engagement through effective media campaigns and a succinct self-administered questionnaire to deliver robust and reputable market research report that can be used to develop strategic roadmaps, guide market campaigns or generate research-based content.

If you would like to hear more about our bespoke research offering, please complete the contact form and a consultant will be in touch shortly.

Our benchmark rankings

In addition to providing our clients with leading market intelligence, Momentum Intelligence contributes to the industry’s measurement of excellence powering The Adviser’s benchmark rankings. These rankings include The Adviser’s Top 25 Brokerages, The Adviser’s 30 Under 30, The Adviser’s Elite Business Writers and The Adviser’s Commercial Business Writers rankings.

For more information on these rankings please visit www.theadviser.com.au/rankings or check out our insights page. If you’re interested in finding out more, please complete the contact us form below and a consultant will be in touch shortly.