Case Study: Mortgage Advice Bureau achieves faster, scalable onboarding, reduced attrition and increased sales with Panopto

how Panopto plays a viral role in Mortgage Advice Bureau’s award-winning Onboarding Programme, ensuring its scalability and accessibility

Mortgage Advice Bureau (MAB) is a UK consumer intermediary working with over 150 partner firms and more than 1,600 advisers, and was scaling toward a 2,000-adviser target. Its traditional onboarding—14 days of pre-course work plus a three-day residential course and assessments—was slow, resource‑intensive (a 100‑adviser intake could take ~11 weeks) and left advisers unable to work until completion. MAB needed a faster, more accessible and scalable way to onboard large numbers of advisers while maintaining regulatory standards and reducing attrition.

MAB adopted Panopto in March 2020 to deliver bite‑size, on‑demand video learning optimized for any device, with searchable ASR/OCR, reusable recorded webinars, and analytics to spot and fix unclear content. The new model reduced user attrition by 12%, increased mortgage sales by new advisers by 12% (Aug–Dec 2020 vs. prior year), improved compliance scores, and led MAB to make digital onboarding the standard going forward.

Mortgage Advice Bureau

Andy Cope

Technical Learning Consultant