HomeLoan Partnership has launched a client relationship system which could encourage mass-market clients to get advice, chief executive Chris Tanner has said.
Mr Tanner said: “The launch of this bespoke system embraces the latest online platforms across multiple devices and empowers our members to truly engage with their clients.”
The system is powered by Lifetime Group’s 360Dotnet software and allows advisers to track cases and talk to their clients through Skype, and process applications more quickly. It could also encourage mass-market clients to take up advice.
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 through the portal that cuts out the need for postingto post them.
Clients will also have access to their own digital financial control centre, where they can get products and advice.
The portal is accessible from any internet enabled device, anywhere around the world.
Background box
In 2014 HomeLoan Partnership saw its yearly mortgage completions increase to £1.5bn – an increase of more than 160 per cent from 2012.
The network is anticipating to seeing lending grow to £2bn in 2015.
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.
