How the Mortgages Portal Update Makes Product Transfers Simple
Written by LendInvest
At LendInvest, we’re always looking for ways to make your life as a broker easier. As more of your clients’ fixed term loans near maturity, managing product transfers can become a significant undertaking. That’s why we’ve been working behind the scenes to update our Mortgages Portal, making the Product Transfer process simpler, more visible, and ultimately, a lot less work for you.
Our goal has always been to design the Mortgages Portal with you, the broker, in mind. We understand the daily pressures you face, from a deluge of emails to the crucial need to ensure no client opportunity is missed. These latest enhancements are all about taking more of the “heavy lifting” off your shoulders, allowing you to focus on what matters most: providing the best support and securing the best deals for your clients.
So, what’s new? We’ve introduced several key features to ensure you’re always ahead of the curve when it comes to BTL Product Transfers:
Increased Visibility
Buy-to-Let product transfers are now prominently displayed within the Mortgages Portal. You’ll see “Product Transfer available” right on the “Completed” tabs of your product dashboards whenever a loan’s reversion date is within 90 days. No more guessing games – the information you need is right there, front and centre.
Proactive Notifications
We know you’re busy, so we’ll come to you. To ensure you’re always aware, we’ll send email notifications for any products approaching the end of their fixed term. These emails will include direct links to all the relevant loan information, saving you valuable time and clicks.
Product Transfers made simple.
Enhanced Client Support
What if the original broker is no longer with your firm? No problem. The Mortgages Portal now provides visibility into product transfer opportunities across your entire brokerage. This means no client is ever overlooked, ensuring continuous, optimal service throughout the lifecycle of their loan.
Significant Time Savings
Our streamlined process allows you to commence a Product Transfer in just a few clicks, offering unparalleled efficiency. And because we know you’re often on the go, the Mortgages Portal is fully optimised for mobile devices, enabling you to manage product transfers from anywhere.
Simplified Client Experience
A Decision in Principle (DiP) can now be submitted in as few as 11 clicks or a couple of minutes, making the initial steps of a product transfer incredibly straightforward for your clients.
These updates are a testament to our commitment to making mortgages as simple as possible. We believe that by making the product transfer process incredibly simpler and more transparent for both you and your clients, we can strengthen client relationships and ensure everyone receives the best possible service.
Ready to see these updates in action? Log in to the Mortgages Portal to check if you have any Product Transfers coming soon, or visit our product page on the website for more information.