HomeLoan Partnership has launched a client relationship system, which it said is a state-of-the-art portal for clients.
The system is powered by Lifetime Group’s 360Dotnet software and allows advisers to track cases and talk to their clients through Skype.
Chris Tanner, chief executive of HomeLoan Partnership, said: “As a growing network which anticipates lending to increase by 30 per cent 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.”
The system, which has the same security levels as online banks, allows documents to be uploaded, stored and transmitted securely.
Documents can be transmitted to a provider by the client or broker via the portal which cuts out the need for posting them.
HomeLoan Partnership says this should mean cases will be progressed more quickly.
Clients will also have access to their own digital financial control center where they can access products and advice.
The portal is accessible from any internet enabled device, anywhere around the world.
Carlos Thibaut, managing director of Lifetime Group, said: “Innovation in the mortgage market is needed so that brokers can navigate the market with confidence and clarity.
“A powerful CRM system can help achieve this by using technology to add depth and focus to the broker/client relationship and deliver better outcomes and experience for both.”
In 2014 HomeLoan Partnership saw its annual mortgage completions increase to £1.5bn - an increase of more than 160 per cent from 2012.
The network is anticipating to see lending grow to £2bn in 2015.
Background box
HomeLoan Partnership Limited was established in 2001 as one of the UK’s first mortgage and general insurance intermediary networks.
In 2006 current chief executive Chris Tanner and David Franks & Bill Blevins of the Blevins Franks Group purchased the majority shareholding in HomeLoan Partnership and it has been under the same ownership since then.
According to Imas the network had 128 approved people as of this month.
