HomeLoan Partnership last week launched a new client relationship management system with the aim to improve the mortgage experience of its customers.
The client portal featured in the new CRM system will allow customers to manage and plan their finances online and will also get them access to their brokers. This will strengthen the relationship between them, as the new platform offers case tracking and Skype integration.
All data and documents will be securely stored and transmitted through the portal, with both clients and brokers having access to them. The online data base will reduce the time for processing additional requests from lenders and insurance providers as there will be no wait for the post.
“As a growing network which anticipates lending to increase by 30% in 2015, we pride ourselves on giving member advisers outstanding technology solutions to improve efficiencies and the overall customer experience. The launch of this bespoke system, developed in collaboration with 360Dotnet, embraces the latest online platforms across multiple devices and empowers our members to truly engage with their clients,” HLP’s chief executive officer Chris Tanner commented.
In 2014, HLP’s annual mortgage completions surged by 160% on the year to £1.5 billion (according to the company’s own calculations), compared to market growth estimated to be in the region of 42% (based on figures of the Council of Mortgage Lenders).
HLP is anticipating completions to grow to £2 billion in 2015.
