Rules for Independent Mortgage Advisers

Conditions of Broker Entry

  1. All independent mortgage adviser/broker firms in the UK can enter.
  2. Adviser/broker firms who wish to enter must have been trading on or before 31st January 2019.
  3. Firms operating in a specific geographical area can enter the Regional Mortgage Adviser Category.
  4. Firms operating nationally can enter the National Mortgage Adviser Category.

Conditions for Adviser Voting

  1. Only clients you have completed a successful mortgage application for in 2019 may vote for you.
  2. Clients may only vote once by completing the online questionnaire.
  3. Members of staff AND ex staff of an adviser/broker may not complete questionnaires for the same adviser/broker.
  4. New members of staff (who have accepted a position at the adviser/broker but not yet started) who are a client of the adviser/broker may NOT complete a questionnaire.
  5. Immediate relatives of adviser/broker staff (spouse, partner, parents or children) are not allowed to complete the questionnaire of behalf of the adviser/broker that the relative works for.

Conditions for Completing Adviser Questionnaires

  1. Questionnaires must be completed and received by 12 noon on 31st January 2020.
  2. Questionnaire are CONFIDENTIAL and therefore must be completed by the client NOT by the adviser/broker on their behalf.
  3. Clients must not be influenced by the adviser/broker while completing their questionnaire.
  4. Questionnaires may not be completed over the phone by advisers/brokers on behalf of clients.
  5. Advisers/Brokers must notify us of any questionnaires completed by clients online in adviser/broker offices (our voting system tracks IP addresses for every vote submitted).
  6. Questionnaires completed without valid contact details may be deleted.

Broker Scoring

  1. Regional Adviser firms taking part must have a minimum of 15 questionnaires completed by clients.
  2. National Adviser firms taking part must have a minimum of 50 questionnaires completed by clients.
  3. The FINAL SCORE for each adviser/broker will be calculated by taking the Average % Score and weighting this by the % Bonus achieved – determined by the total votes received.

The ESTAS Group reserve the right to disqualify any adviser/broker who does not abide by the above rules.

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