It’s now simpler to progress all of your deals – here’s how
See simple mortgages in action in our portal.
By Alex Brownbridge, Product Team Lead
Fresh off of our new view to manage all of your product applications, our team has been hard at work adding additional features to help make your deals simple.
As a reminder, last month we added:
- Application timeline
- Live updates from us
- Product overview
- Valuation updates
- Upload documents (and even download ours).
Now we’ve continued to make this better for you and ultimately quicker for you and your clients with broker tasks.
This latest addition makes every step transparent and gives you full visibility of what is needed to progress each case.
You can watch this video, or take a closer look at a couple of screenshots here:
As you can see, all of your outstanding tasks will now be visible in each deal, and if that task is blocking progress, you will get a flag letting you know it needs to be prioritised to keep your deal moving.
Once you complete it, the timeline will automatically update to let you know we’ve received this and are progressing with the next steps.
This helps you see where you are, our team get things moving, and us all make mortgages simple for your client.