Intermediary-only lender Accord Mortgages has launched a new interactive online toolkit designed to support brokers during their discussions with clients.
The Client Hub features a guide through the typical mortgage process, mortgage calculators and information about the different types of mortgages and the benefits of various products.
The hub enables brokers to tailor the information to each individual client by simply keying in a few personal details. Information is available to support the particular needs of a range of borrowers including first-time buyers, remortgagers, self-employed and contractors.
David Robinson, national intermediary sales manager at Accord said: “We’re committed to helping brokers meet their clients’ needs, and we aim to make their job as easy as possible. We hope intermediaries will find the Client Hub a useful tool when discussing their clients’ borrowing options.
“Whilst other lenders offer brokers support with sales aids, our Client Hub is unique because it’s interactive and can be tailored to each client. The hub is very visual and includes animation, scenario illustrations and tips to make it easy for clients to understand their home borrowing options."
Brokers can gain access to the Client Hub by contacting their Business Development Manager who will provide step-by-step guidance on how to use it, the firm said. Its business development advisers will provide ongoing assistance.
Adviser view
Clive Balchin, managing director at Lancashire based James Trickett & Sons, said: “I don’t tend to use these hubs to be honest. I have been operating in the mortgage marketplace for 25 years now and I have honed my advice process over these years. The first thing we do is give clients a basic overview of the mortgage application process and conduct a factfind to get a complete overview of their circumstances. Then we use Trigold mortgage sourcing to get an idea of the mortgage deals available to that client.”
