Investigating Officer’s Statement

Jason Gentles is an independent Mortgage Broker in North Yorkshire.

Mortgage, Insurance and Financial Advisors in York

Case Details

Mortgage Tree is a dynamic, innovative company which specializes in Mortgages & Insurance. We are a York based business with over 15 years experience in the financial services industry. Our client base spans predominantly throughout Yorkshire however we do offer a nationwide service.

Our main areas of expertise are mortgages and insurance.

The Idea Buro were commissioned to give advice on how to reach potential customers for mortgages and personal financial products advice (business and personal) and the best way to reach out online, to develop a microsite with the basic business information on and dip a toe in the water with social media.

  • Client: Jason Gentles, Mortgage Tree
  • Client Requirements: Business Review, Coaching, Training, WordPress Website, Social Media, Sales & Marketing
  • Website:

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Mortgage Tree Case Notes


wordpress website for mortgage broker

Business Growth Challenges

I first met Jason Gentles when he visited my BNI chapter in Harrogate.

Jason’s client base spans predominantly throughout Yorkshire however he offers a nationwide service.

He specialises in;

House purchases
First time buyers
Buy to Lets and
Commercial mortgages

“We are ‘whole of market’ so we can compare all the mortgages available on the market to find the most suitable one for our clients. We also get “broker exclusives” which are great deals only available to Mortgage Tree.” Jason.

Jason also specialises in protection, both mortgage related and independent protection ;

Life cover
Critical illness cover
Income protection and
Buildings and contents cover

The growth challenges we identified Jason Gentles faced were:

  • Reducing reliance on reactive sales
  • Recognising the need to become more strategic
  • Communicating his ‘message’ better to the marketplace
  • Gaining deeper market penetration
  • Ensuring focus where many ideas are possible, but time and resource is limited

Website, social media development and support were provided to compliment short term coaching and training.

Case Solved

What are the learning outcomes?

  • Through working with The Idea Buro Jason was able to more fully appreciate the business as a whole, both offline and online.
  • Working with us showed how to more fully identify and manage new opportunities, be more aware of business risk and strengthen the ability to communicate effectively to an increasing number of interested individuals and business’ across a plethora of platforms.

What are the benefit to Jason

  • Increased confidence and knowledge in digital sales and marketing
  • Increased ability to effectively communicate
  • Self awareness of how and where to look for knowledge online to solve issues within the business
  • Better time management through the aid of learning helpful applications
  • Development of a marketing mindset even if you are not that way inclined.

How does the training impact on the growth of the business?

  • Reducing reliance on reactive sales
  • Recognising the need to become more strategic
  • Communicating their ‘message’ better to the marketplace
  • Gaining deeper market penetration
  • Ensuring focus where many ideas are possible, but time and resource is limited

Which can now further be addressed by:

  • Training in developing and managing their strategic approach
  • Training in what, where and how to develop management information
  • Digital sales and marketing training. The development of joined up marketing plans. Understanding existing “customers” better and exploring what new “customers” want and how current/new product/service could address those needs
  • Training in how to take a more proactive approach to the market
  • Training in developing appropriate team skills

How did we embed the training and how was it validated and evaluated?

Coaching was given 1-2-1 and feedback from Jason informed whether or not he ‘got’ certain elements. We remain at hand to answer any questions and provide further tips and support whenever Jason needs to call on us.

Give A Statement

If you have read this case and believe you have a similar situation, contact our front desk at The Idea Buro via this contact form and a qualified member of staff will be in touch within 24 hours.

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