"On average we are saving at least an hour per case, possibly more. The system is clear and straightforward and the general
feedback from clients is positive. It's making us look more professional and streamlined with clients and also offering a
secure service. It's refreshing to have a system that showcases advances in technology, is more efficient for us and our
clients and finally makes the mortgage journey slicker."
Alex Groom, AGA Mortgages
The client portal is a brilliant feature with documents accessible for both compliance and client purposes.
With security being a major issue in this industry, this increases credibility and professionalism of my
business. The programme has a 'clean' user interface that is pleasant and easy to use, and so improves
efficiency - a huge plus in this compliance-demanding industry.
Pauline Johnson, All Kinds of Mortgages
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
I started using the customer portal after the introduction of GDPR and the requirement to encrypt emails
containing certain information. I have branded the portal which gives the customer a sense of security and provides a sense of professionalism
for the business. My Clients can access their documents and messages through the portal on a PC, iPad & even
on the go on their smartphones. You can send them time and date stamped secure messages, and more importantly,
see when those messages have been read (which I have found very useful). Documents can remain accessible to
them throughout the process and beyond. You can see when the clients have logged in too, so you can see how
engaged in the process they are (another significant benefit in my opinion). I can't see myself ever not
using the portal for communication and document exchange.
Charlie Baker, Balanced Financial Services