LendInvest’s Mortgage Portal: Built for the Modern Mortgage Broker

Konnaire Scannell is Lead Product Designer at LendInvest

At LendInvest, our tech and design teams pride themselves on building as many ways as possible to offer a seamless mortgage application experience. Whether through visual changes in our Mortgages Portal, new methods of gathering information or ongoing under-the-hood improvements to reduce the time it takes, and the costs of the mortgage experience.

Here are some of the ways we continuously improve our Mortgages Portal:

Consistant Iteration

Through sessions with our design, product or tech teams, our networks, in-person sessions with our BDMs or through data we operate on a “if you tell us, we’ll listen” approach. For example, we recently saw that saving applications was taking too long. We worked in the background to reduce that time by 89%.

Smart Automations and Integrations

We’re focused on removing any and all complexities from your applications. We built – and continue to build – these through research and testing. This has resulted in efficient time savers: like Automated Valuations Models (AVMs) and desktop valuations, which often remove the need for costly and time-consuming in-person valuations. We have automatic credit-back DiP approvals for our Residential and Buy-to-Let offerings, and have greatly reduced the time it takes to get a Bridging enquiry approved, meaning brokers can progress to a full application in no time at all.

We’ve recently made updates to our Mortgages Portal to make Product Transfers incredibly quick and efficient, so brokers can prepare for when the fixed-term nears its end.

Full Overview of Progress

When midway through an enquiry, an application, or waiting for funds to be released, LendInvest will always inform clients of what came before and what’s next on their list, keeping them informed at every stage. This means less back and forth, no refreshing pages and waiting around, and full transparency.

Intuitive Features

Brokers can complete a Bridging enquiries in as little as 11 clicks. Our Mortgages Portal includes smart features like the duplication of deals across borrowers with multiple properties. The Mortgages Portal automatically sends out intelligent notifications provide a comprehensive list of outstanding tasks that might be preventing deals from progressing, delivered in the portal and by email.

At LendInvest, we believe that we are building the future of mortgage origination, and we will continue to share that journey with our brokers, intermediaries and partners. Please visit the About the Portal page for more information, resources and tutorial videos.

If you’re a broker and would like to offer direct feedback or get involved in user testing, please email: [email protected] for more information.