"We’re a firm believer that technology should help brokers, rather than hinder them. That’s why we have rolled out two significant enhancements to our broker portal."
- Elise Coole, managing director at Keystone Property Finance
Keystone Property Finance has enhanced its broker portal to make it easier and quicker for advisers to submit cases.
Advisers can now only clone cases at the full application stage. This means brokers do not have to rekey information when placing multiple applications from the same client with Keystone. It will also lower the amount of credit searches made against the client reducing the impact on their credit rating.
The second enhancement sees the portal offer page-by-page feedback regarding any missing information from an application so cases can progress smoothly and quickly.
Keystone has trialled the new features with a small group of intermediaries over the past month and is now ready to roll them out to the rest of the market.
The lender’s bespoke cloud-based portal allows brokers to manage and maintain all client cases in one place 24/7. It was built internally, from the ground up, when the lender returned to market in 2018.
Elise Coole, managing director at Keystone Property Finance, said: “We’re a firm believer that technology should help brokers, rather than hinder them. That’s why we have rolled out two significant enhancements to our broker portal.
“The ability to only clone cases at the full application stage and the introduction of prompts to point out any missing information from an application will make the end-to-end journey much better for brokers and will speed up cases.
“We’re one of the few lenders in the market with a completely bespoke system, meaning we have total flexibility about the way it operates. We’ll keep looking for ways to make the process of transacting with us as friction-free as possible.”
