Lender implements two significant changes to its cloud-based platform
In a bid to streamline the submission process for advisers, specialist buy-to-let lender Keystone Property Finance has introduced key enhancements to its broker portal.
The lender has implemented two significant changes to its cloud-based platform, aiming to simplify the end-to-end journey for brokers.
The primary modification restricts the ability to clone cases solely at the full application stage, eliminating the need for brokers to re-enter information when submitting multiple applications for the same client with Keystone. Additionally, this measure reduces the number of credit searches conducted against the client, mitigating the impact on their credit rating.
The second enhancement involves the portal providing page-by-page feedback on any missing information during the application process, ensuring a smoother and quicker progression of cases by addressing gaps in information promptly.
We’ve been working hard in the background to not only give our broker portal a fresh new look but to also make some key enhancements to help speed up your case submissions, you can now:
— Keystone Property Finance (@KeystonePF) January 9, 2024
✨ Clone cases at FMA
✨ Receive page by page submission feedback https://t.co/2QGEI8r1qG pic.twitter.com/gaNdqG4xRH
Having undergone successful trials with a select group of intermediaries over the past month, Keystone said it is now prepared to roll out these new features to the broader market.
The lender’s bespoke cloud-based portal, developed in-house upon its return to the market in 2018, enables brokers to manage and maintain all client cases in one centralised location, accessible 24/7.
“We’re a firm believer that technology should help brokers, rather than hinder them,” Elise Coole (pictured), managing director at Keystone Property Finance, said. “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.”
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