The world around us is constantly changing, and technology plays a huge part – especially in the experience of the customer. We speak to hundreds of brokers every week, so we understand how tough it is to keep up with the ever-evolving technology and offer your customers a professional modern service they deserve.
Customers now want – and expect – to interact how, when and where they want to, and we all need to evolve and adapt to fulfil their expectations. Not only do we need to keep our existing customers happy, but we need to ensure that our businesses continue to grow. After all, it’s worth remembering that one happy customer could potentially endorse a business to five, six, seven potential new customers!
At Mortgage Brain, our teams have been building solutions for many years to enable you to satisfy the modern customers’ needs – but how do we do it, and what exactly do we do?
Investing in your solutions
To ensure that we offer the latest generation systems, 40% of our revenue is invested back into our developing our systems so that we can continue to deliver new products and services regularly and enhance our existing ones.
The Key Client Portal is a good example of a new product that we were able to launch due to our continued investment. It was developed in tandem with adviser feedback and with customer experience in mind to ensure that not only do your customers benefit from great service from you as you use our systems, but that we can support you and you receive a best service from us.
A fully integrated end-to-end process
Our systems are fully integrated – are yours? Not everyone realises that we are the only technology software company that offers mortgage Advisers an end-to-end mortgage process with single data entry, from lead generation all the way through to mortgage submission.
All our Mortgage Brain sourcing customers have the opportunity to be listed on our UKMortgages website, app and Amazon Echo Skill for free. UKMortgages is our lead generation suite that started with an app in 2012 offering consumers the chance to find their nearest adviser by postal address, as well as taking advantage of our B2C offerings such as website creation and adding plug-ins to help with generating those all-important leads. We also offer The Key as a back office system, complete with its own secure Client Portal, which integrates with both of our sourcing systems MortgageBrain Classic and MortgageBrain Anywhere. Our free mortgage application system, MTE, then completes the mortgage process, allowing you to submit your mortgage applications to 9 of the top lenders and get responses in under a minute.
Going above and beyond that, many brokers also use ConveyancingBrain – a free system that enables you recommend to your customers a customer-rated solicitor who your chosen lender accepts, and completes the whole property-buying process. ConveyancingBrain features a fantastic case tracking facility available to your customers 24/7, allowing them to stay up to date with their case anywhere anytime – just what any modern consumer wants.
Satisfying the customer
Now that you know about all the systems at your disposal, it’s important to understand how you can use them efficiently to really satisfy your customers’ needs and wants. The Key’s Client Portal is an excellent example of this, offering an online fact find, encrypted messaging, document exchange, case updates and 24/7 access for your clients.
Here is a clear testament to the benefits of the Client Portal, from a real customer:
“There’s no doubt that using the Portal significantly speeded up my mortgage application. Having completed the mortgage questions in advance the advice felt more considered and the exchange of documents & messages with my adviser made me feel much closer to the process.” Iain M, customer
Your customers will also want to know that they’re working with someone professional and reputable, so using the branding functionality will enable you to match the Client Portal to your company branding, creating a professional look and feel and will give not only an excellent first – and lasting – impression.
Using the Client Portal can save you up to an hour per case – and, when the average broker is completing six cases per week, that’s almost a whole day you’re saving!
We’re here for you
The help we offer doesn’t simply stop at our systems. Our customer service team are on hand to answer any queries you have with 97% of your calls answered first time. We also have a help and training centre, which provides guides, videos and webinars for each of our systems – all free of charge.
Our partner integrations help you enrich your offering to your clients and ultimately make your business more profitable. ConveyancingBrain, iPipeline, IRESS, Royal London and PaymentShield each offer an extra string to your broker bow – try them today if you haven’t already.
And, don’t forget, our annual Mortgage Vision events always have a host of fantastic speakers, legislation updates and market insight to help you get the most out of our systems and hear from the experts.
It’s competitive out there, but with the right tools and up to date knowledge you can meet customers’ expectations, be more efficient and, overall, offer a customer experience that you can be proud of.