Networks

What UK mortgage networks are doing with AI

AI tools, partnerships, in-house apps and what network leaders are saying about AI, for each UK mortgage and protection network and mortgage club. Every item is dated and linked to its source. See also the technology and AI tools each network offers.

Each network profile has a Covers label: Mortgage and protection, or Mortgage and IFA for networks that also support investment and pension advice, based on how each network describes itself. Networks that do both: The Openwork Partnership, Quilter Financial Planning, Rosemount, New Leaf and Julian Harris.

15 networks profiled8 mortgage clubs13 with public AI newsUpdated 15 Oct 2026
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Showing 15 networks and 8 clubs

Featured network

Network and club AI and tech news

Other network news (4)
  • Stonebridge and HLP among fastest-growing mortgage networks as consolidation looms

    Mortgage Strategy · 8 Oct 2026 · Stonebridge; HLPartnership

    Network Consulting's Q3 data shows net AR firm growth of 43 at Stonebridge and 34 at HLPartnership in 2026. BetterHome Group, which owns HLP, has agreed to acquire Stonebridge's parent, subject to regulatory approval.

  • Top networks report diverging performance in Q3

    Mortgage Solutions · 8 Oct 2026 · PRIMIS; The Openwork Partnership; Stonebridge; HLPartnership

    The Q3 league table shows Primis at 1,010 AR firms and Openwork at 529, both lower in 2026, while Stonebridge rose to 750 and HLPartnership to 580.

  • Lendco joins Primis bridging panel

    The Intermediary · 5 Oct 2026 · PRIMIS Mortgage Network

    Lendco has joined the Primis bridging panel and will provide engagement, education and training for the network's advisers. Primis is part of LSL Financial Services.

  • Openwork adds Uinsure to general insurance panel

    Mortgage Soup · 30 Sep 2026 · The Openwork Partnership

    Openwork has appointed Uinsure to its GI panel alongside Paymentshield, following a review of its general insurance proposition.

Network profiles

AI and tech first, then size and model. Figures are as published by each network or in trade press. Listed in no particular order; listing is not an endorsement. Networks can send corrections to mortgageai@agentmail.to.

The Openwork Partnership

Covers: Mortgage and IFA (source)

AI and tech

  • Leadership New COO Paul Titterton joins in November with a remit to make data and technology enablers of growth. 13 Oct 2026 · source
  • Tech Moving from its proprietary system to Seccl (investment platform) and Plannr (adviser back office) as part of a technology transformation. Oct 2026 · source

No public AI news found yet.

Size and model

Appointed representative (AR) network covering mortgage, protection and wealth advice.

Adviser network and advice business. Its website describes it as one of the largest networks in the UK and says its figures include The Openwork Partnership, Owl Financial and 2plan.

  • 4,939 advisers in the network (data as of September 2026, includes Owl Financial and 2plan) (source)
  • 800 firms nationally (as stated on the website, September 2026) (source)
  • 529 AR firms in Network Consulting's Q3 2026 league table, down 26 in 2026 (source)

www.theopenworkpartnership.com

PRIMIS Mortgage Network

Covers: Mortgage and protection (source)

AI and tech

  • AI Hosted a webinar on AI in the mortgage industry for members (18 May 2026). May 2026 · source
  • Tech Mortgage Brain began a phased rollout of its next-generation adviser platform (Sourcing, Criteria, Affordability and Submissions Brain, with CRM Brain to follow) to around 2,500 Primis advisers. Richard Howells of LSL said the group has been "investing heavily" in adviser technology. 4 Mar 2026 · source

Size and model

Mortgage and protection AR network, part of LSL Financial Services.

Mortgage and protection network owned by LSL. Its website states an aim to support full holistic advice and offers adviser services, recruitment and training.

  • Almost 3,000 advisers (website statement) (source)
  • 1,010 AR firms in Network Consulting's Q3 2026 league table, down 41 in 2026 (source)

www.primis.co.uk · X: @PRIMISNetwork

Stonebridge

Covers: Mortgage and protection (source)

AI and tech

  • In-house Launched My Mortgage Partner, a free firm-branded customer app that syncs with its in-house Revolution adviser system, with document upload, messaging and remortgage alerts. 1 Oct 2026 · source

No public AI news found yet.

Size and model

Mortgage and protection AR network. Parent Mortgage Support Services has agreed to be acquired by BetterHome Group, subject to FCA approval.

Independent mortgage and protection network supporting adviser firms since 1988, with its own adviser software. Its website describes a pay as you earn charging model.

  • 750 AR firms in Network Consulting's Q3 2026 league table, up 43 in 2026 (source)
  • Over 200 employees (website statement) (source)
  • More than 1,400 advisers (X profile bio) (source)

stonebridgegroup.co.uk · X: @Stonebridge_Grp

Sesame Network (Sesame Bankhall Group)

Covers: Mortgage and protection (source)

AI and tech

  • AI Partnership with JammJar to add AI-led case insight to OneView. 3 Sep 2026 · source
  • In-house Launched OneView, an in-house adviser and principal platform. Apr 2026 · source

Size and model

Mortgage, protection and GI AR network within Sesame Bankhall Group (SBG), which also runs Bankhall and PMS.

Long-established adviser network that is part of SBG. Group services include Bankhall (support for directly authorised firms) and PMS (mortgage club).

  • 760 advisers and 260 firms after adding 181 advisers in H1 2026 (source)

www.sesame.co.uk · X: @WeAreSesame

Mortgage Advice Bureau (MAB)

Covers: Mortgage and protection (source)

AI and tech

  • Leadership Appointed a group chief data and information officer whose remit includes technology, data and AI. 24 Sep 2026 · source
  • AI Interim results say MAB is developing platform, data and AI capabilities across the adviser journey, including automated data capture and document processing. 22 Sep 2026 · source

Size and model

AR network (partner firms) plus invested businesses; listed on the London Stock Exchange Main Market.

Property finance group whose partner firms operate as appointed representatives. MAB supports them with its own technology, lead generation, training and compliance supervision.

  • 1,512 advisers in the AR network and 2,194 mainstream advisers in total at 30 June 2026 (source)

www.mortgageadvicebureau.com

HLPartnership (HLP)

Covers: Mortgage and protection (source)

AI and tech

  • In-house Upgraded its in-house CRM to cut admin on limited company buy to let cases, using Companies House data and a Twenty7tec integration. Feb 2026 · source

No public AI news found yet.

Size and model

Mortgage and protection AR network, owned by BetterHome Group.

Mortgage, protection, GI and later life lending network with over 20 years of history. Offers its own technology, compliance, marketing and business development support.

  • Over 1,000 advisers (website statement) (source)
  • 580 AR firms in Network Consulting's Q3 2026 league table, up 34 in 2026 (source)

www.hlpartnership.co.uk · X: @HLPartnership

New Leaf Distribution

Covers: Mortgage and IFA (source)

AI and tech

  • Partnership Renewed its Twenty7tec technology partnership for a further three years. 9 Oct 2026 · source

No public AI news found yet.

Size and model

Privately owned, family-led independent AR network covering insurance, mortgages, investments and pensions.

Network operating for around 25 years, offering full permissions and in-house paraplanning support for IFAs.

newleafdistribution.co.uk

Rosemount Financial Solutions (IFA)

Covers: Mortgage and IFA (source)

AI and tech

No public AI news found yet.

Size and model

AR network covering mortgage, protection and investment advice.

Network with mortgage, protection and investment advisers across the UK, with an online adviser portal.

  • Added 12 advisers in Q2 2026 (source)

rosemountfs-ifa.co.uk · X: @RosemountIfa

Quilter Mortgage and Protection Network (Quilter Financial Planning)

Covers: Mortgage and IFA (source)

AI and tech

  • AI Deployed Aveni Assist to all advisers across its network, including AR firms, to record, transcribe and summarise client meetings. Steve Gazard, chief distribution officer: "Increasing the use of digital tools, and AI in particular, is becoming essential to strengthening how advisers work with clients." 24 Mar 2026 · source

Size and model

Mortgage and protection network within Quilter Financial Planning (the business previously known as Intrinsic).

Network for mortgage and protection advisers within Quilter, with options to expand into other advice areas.

www.quilter.com · X: @Quilter

The Right Mortgage & Protection Network

Covers: Mortgage and protection (source)

AI and tech

No public AI news found yet.

Size and model

AR network with five propositions: mortgage and protection, protection specialists, PMI, later life lending and an academy.

Network established in 2015, offering whole of market access and a bespoke version of the Score CRM.

  • 900+ advisers (website statement) (source)

therightnetwork.co.uk

Mortgage Intelligence (OneDome)

Covers: Mortgage and protection (source)

AI and tech

  • Leadership OneDome founder and CEO Babek Ismayil: "The future of mortgage advice is AI-enabled, not AI-replaced." 19 May 2026 · source

Size and model

Mortgage and insurance AR network, acquired by OneDome from Connells Group in November 2025 (with Mortgage Next and Life and Easy).

Network founded in 1996, now part of OneDome, a housing and fintech business.

  • Combined OneDome group has over 550 advisers (at acquisition, November 2025) (source)

www.experiencemi.co.uk

Connect for Intermediaries (Connect Network)

Covers: Mortgage and protection (source)

AI and tech

  • AI Rolled out Curvestone AI compliance checks to its 350 AR firms. CEO Liz Syms: a full file check "taking a human typically 2-3 hours" has been brought "down to minutes", with every case reviewed rather than a sample. 12 Oct 2026 · source
  • In-house Its IT team uses AI to speed up member support and help staff find documents faster, led by CEO Liz Syms's vision for AI that supports people. 4 May 2026 · source

Size and model

Mortgage and protection AR network covering mainstream and specialist lending.

Network for mortgage and protection advisers offering compliance guidance, lender access, training, systems, case placement and packaging routes.

  • 350 AR firms (October 2026) (source)
  • Recorded a material net reduction in AR firms during 2026 (Network Consulting Q3 2026) (source)

connectbrokers.co.uk · X: @connectbrokers

TMG Mortgage Network (The Money Group)

Covers: Mortgage and protection (source)

AI and tech

No public AI news found yet.

Size and model

Mortgage AR network.

Network founded in 2021 supporting advisers and AR firms with compliance, systems, training, lender and provider relationships and business development.

  • Founded in 2021 (source)
  • Named by Network Consulting as showing notable positive momentum in Q3 2026 (source)

themoney-group.co.uk

JLM Mortgage Network

Covers: Mortgage and protection (source)

AI and tech

No public AI news found yet.

Size and model

Mortgage AR network; advisers can join employed, self-employed or as an AR firm.

Network offering compliance and PI cover, whole of market lender access, marketing support and referrals to specialists across the wider JLM group.

  • Shortlisted for Best Network (fewer than 300 firms) at the Mortgage Strategy Awards 2026 (source)

jlmnetwork.co.uk

Julian Harris Adviser Network

Covers: Mortgage and IFA (source)

AI and tech

  • Partnership Renewed Iress Xplan Mortgage and The Exchange for three years and added the Client Portal and advice modules. Aug 2024 · source

No public AI news found yet.

Size and model

Family-run independent network for IFAs, mortgage and protection advisers, from sole traders to multi-adviser AR firms.

Independent network operating for 35 years, offering compliance, technology, training and an academy for new advisers, with no monthly fee for mortgage advisers.

  • Around 100 advisers covered by its Iress sourcing contract (August 2024) (source)

www.julianharris.net

Mortgage clubs

Clubs serve directly authorised firms with lender access and support; they are not networks. AI and tech first, then size and model. Listed in no particular order; listing is not an endorsement.

TMA Club (The Mortgage Alliance)

AI and tech

  • AI Ran AI in the mortgage industry webinars for members on 18 May and 21 September 2026, and an 'AI: Threat or Opportunity?' breakout at its 2026 conference. 18 Sep 2026 · source
  • Partnership Joined the pilot of MQube's Origo loans origination platform with Monmouthshire Building Society. 20 Aug 2026 · source

Size and model

Mortgage club for directly authorised (DA) firms, owned by LSL, the group behind PRIMIS (so effectively Primis's club arm).

Club giving DA firms lender panel access, procuration fees, and business consultancy covering software, AI, growth and succession.

  • Relaunched by LSL as its club for DA firms (source)

www.tmaclub.com · X: @TMAClub

Paradigm Mortgage Services

AI and tech

  • In-house Runs an AI hub for members with guidance on the FCA's position, partner tools and resources. Oct 2026 · source
  • AI Launched a free AI readiness scorecard for member firms with the Yardstick Agency, after its first national AI survey. 25 Nov 2025 · source

Size and model

Mortgage and protection club for DA firms.

Club offering lender and provider access, compliance support and a technology hub for member firms.

www.paradigm.co.uk

PMS Mortgage Club (Sesame Bankhall Group)

AI and tech

  • Leadership Director Claire Cherrington said smaller firms are less engaged with AI; PMS runs webinars to help them find tasks to automate and is reviewing its CRM strategy. 21 Jul 2026 · source
  • In-house SBG's in-house OneView platform, now adding JammJar AI case insight, is planned to launch into PMS and Bankhall later in 2026. 3 Jul 2026 · source

Size and model

Mortgage club for DA firms within Sesame Bankhall Group (the Sesame club).

One of the UK's largest mortgage clubs, running for 30 years alongside Bankhall compliance services.

  • Over 2,000 member firms and more than 8,000 advisers (July 2026) (source)
  • More than 100,000 mortgage completions in H1 2026, up 23% year on year (source)

www.sbg.co.uk · X: @PMSMortgageClub

Genus (Stonebridge)

AI and tech

No public AI news found yet.

Size and model

Stonebridge's brand supporting directly authorised mortgage and protection firms (club-style DA proposition).

Run by Mortgage Support Services, the parent of Stonebridge and the Revolution adviser system.

mssl.co.uk

Legal & General Mortgage Club

AI and tech

  • Partnership Partnered with Keychain, an AI-powered client onboarding platform that automates document chasing and initial file checks, at a discounted rate for members. Director Clare Beardmore: it gives advisers "a more efficient way to onboard clients". 31 Mar 2026 · source

Size and model

Mortgage club for DA firms and networks, part of Legal & General.

Club offering lender panel access and procuration fees, with partner technology for members.

www.legalandgeneral.com

Simplybiz Mortgages

AI and tech

  • AI AI file checks became part of Simplybiz's core services propositions from August 2026. Aug 2026 · source

Size and model

Mortgage club and support services for DA mortgage firms, part of Simplybiz.

Offers lender access, compliance support, sourcing tools including Mortgage Brain, and a members' events programme.

www.simplybiz.co.uk

Brightstar Group

AI and tech

  • Leadership CEO Rob Jupp warned of AI fraud risks at its Specialist Lending Expo, and said just under 5% of its leads now come through AI, up from virtually none six months earlier. 14 Oct 2026 · source
  • Partnership Extended One Mortgage System as its primary CRM and workflow technology partner. 7 Jul 2026 · source
  • AI Said it will invest heavily in AI and that an AI Lead joins in 2026 to support its Data Lead. 21 Jan 2026 · source

Size and model

Specialist mortgage distributor and club for advisers placing specialist cases.

Specialist lending distribution business approaching its 15th anniversary, using One Mortgage System as its main technology partner.

  • Turnover of £11,633,133 in 2025, up 17.5% (source)

thebrightstargroup.co.uk

Air (Air Club, later life lending)

AI and tech

  • Leadership CEO Will Hale at the Air Evolve Summit: "I don't believe AI means replacing advisers" and those who embed AI "may well gain a sustainable competitive advantage". 15 Oct 2026 · source
  • AI Held the Air Evolve Summit in Coventry on 6 October 2026, focused on AI and technology for advisers. Oct 2026 · source

Size and model

Later life lending club and platform for equity release and later life mortgage advisers.

Offers sourcing tools, the Air Academy, marketing support and training for later life lending specialists.

airlaterlife.co.uk