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Mortgage network launches support hub for ARs

Mortgage network launches support hub for ARs

Mortgage network Primis has launched a support hub to provide real time market updates for its appointed representatives during the coronavirus crisis.

Primis today (March 6) launched the hub on its customer relationship management (CRM) system to ensure all advisers within its network are able to continue to service their customers while working remotely during the ongoing coronavirus crisis.

The support hub will include real time information on both lender and market updates, including the latest rates, as well as a breakdown of the most recent government guidelines.

The service will be updated by the network’s team of experts as the situation progresses.

Advisers will also be provided with a user interface which will enable them to communicate with clients and manage their existing cases while working from home.

Vikki Jefferies, proposition director at Primis, said the crisis had highlighted how important it was that brokers had support in place to help them operate from home.

Ms Jefferies said: “With the market changing daily, the launch of our new support hub within Toolbox will provide all of our AR firms with access to live information on lenders and wider industry news that can assist them in their conversations with clients. 

“With the support of the new hub, we are confident that our advisers will feel more confident in continuing to secure positive outcomes for their customers throughout the ongoing crisis.”

Primis' members will also be able to access its mortgage criteria search system, Knowledge Bank, which enables them to search over 102,000 different criteria from 200 lenders. 

Ms Jefferies added: “Having complete ownership of Toolbox, as well as access to a wealth of in-house expertise, will allow us to continually adapt and update the system to a high standard as market changes continue to come into force. 

“This will ensure that our advisers have the most up-to-date information at their fingertips to help them succeed in the current climate.

"Over the coming weeks and months, we will also review the new support hub on a continual basis in addition to our Toolbox system to ensure that both are at the best possible standard to help our brokers boost their business – reinforcing our commitment to championing advisers and the service they provide to customers.”

amy.austin@ft.com

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