Company Founders
Dan Jones - Director
Dan has built his career within the mortgage industry helping advisers develop the skills and confidence needed to succeed. With extensive experience in adviser training, leadership, and real-world mortgage advising, Dan has supported many new brokers as they transition from qualification into active roles. His practical, supportive approach focuses on simplifying complex processes and helping advisers build strong foundations for long-term success in the industry.
Ricky Naylor - Director
Ricky brings over 18 years of experience in the mortgage industry, having worked as an adviser, business owner, and mentor to developing brokers. Passionate about improving how new advisers enter the profession, he focuses on building confidence, practical ability, and professional standards from day one. Ricky’s real-world insight helps delegates understand not just how mortgages work, but how to build a sustainable and successful advising career.
Why Mortgage Train Academy Was Created
Mortgage Train Academy wasn’t created as a business idea.
It was created as a solution to a problem we had both seen repeatedly throughout our careers in the mortgage industry.
Between us, we have spent many years working as mortgage advisers, mentoring new brokers, and managing adviser teams. During that time, we noticed a consistent pattern.
Newly qualified advisers would enter the industry full of enthusiasm after passing CeMAP — yet many struggled to take the next step.
Not because they weren’t capable.
But because they were expected to transition from exams straight into real advising without practical preparation.
We saw talented individuals lose confidence early simply because they lacked structured guidance, real-world training, and the opportunity to learn in a supportive environment.
The industry teaches people how to pass exams.
It rarely teaches them how to become advisers.
Mortgage Train Academy was built to change that.
Built by Industry Professionals — Not Training Companies
Mortgage Train Academy wasn’t designed by marketers or generic course providers.
It was built by experienced mortgage professionals who have spent years:
Advising real clients
Managing mortgage advisers
Training new brokers from day one
Building successful advisory teams
Seeing exactly why new advisers succeed — and why many struggle
We created the academy to deliver the training we believe should exist in the industry but often doesn’t.
This isn’t academic learning.
It’s practical, real-world adviser development.
Our Mission
Our mission is simple:
To turn newly qualified individuals into confident, competent mortgage advisers ready to build sustainable careers.
We believe qualification alone is not enough.
Success comes from understanding how advising actually works — conversations, compliance, case placement, client relationships, and professional confidence.
That’s exactly what our programme is built around.
What Makes Mortgage Train Academy Different
Unlike traditional mortgage training courses, Mortgage Train Academy focuses on what happens after qualification.
Our classroom-based academy combines:
✔ Practical adviser training
✔ Real client scenarios and roleplay
✔ Live system demonstrations
✔ Mortgage and protection advice skills
✔ Compliance and file quality training
✔ Sales confidence and objection handling
✔ Ongoing mentoring and support
You don’t just learn information — you learn how to operate as a professional adviser.
A Clear Pathway Into the Mortgage Industry
One of the biggest challenges facing new advisers is knowing how to start.
Through our partnership with Echo Finance, successful delegates have a clear route into a self-employed adviser role, supported by:
Access to systems and infrastructure
Ongoing mentoring
Professional guidance
The opportunity to receive free leads
This removes one of the biggest barriers new advisers face — starting alone without support or opportunity.
Our goal is simple: help you begin advising with confidence, not uncertainty.
More Than Training — A Career Starting Point
Mortgage Train Academy is more than a course.
It is a structured starting point into a professional industry with strong earning potential and long-term career opportunities.
Our aim is that when you leave the academy, you feel:
✅ Confident speaking with clients
✅ Clear on processes and compliance
✅ Ready to manage real cases
✅ Supported as you begin your journey
✅ Excited about your future career
Start Your Journey
If you’ve completed your qualification and are ready to take the next step, Mortgage Train Academy provides the structure, training, and support to help you move forward with confidence.
Your mortgage adviser career doesn’t start with qualification. It starts with preparation.
Apply now and begin your journey with Mortgage Train Academy.