The network has launched a support hub within its customer relationship management (CRM) system, Toolbox, dedicated to helping its AR firms during the COVID-19 crisis.
PRIMIS Mortgage Network has launched a support hub within its customer relationship management (CRM) system, Toolbox, dedicated to helping its AR firms during the COVID-19 crisis.
The CRM platform has been updated to include the support hub within it, to ensure all advisers within the network are able to continue to deliver a high level of service to customers during the ongoing crisis whilst working remotely.
The hub will include real time information on both lender and market updates, including the latest product rate and criteria changes and information on how to digest the most recent government guidelines regarding COVID-19.
It will be available to PRIMIS brokers 24/7 and updated accordingly by the network’s team of in-house experts as the current situation progresses to ensure it houses the most relevant and up-to-date information for users.
Furthermore, Toolbox will provide members of the network with a simple and intuitive user interface allowing them to communicate with clients and manage their existing cases easily and efficiently – all whilst working from home.
Vikki Jefferies, proposition director at PRIMIS, said: “During the COVID-19 crisis, it is imperative that brokers have the necessary tools and support in place to help them manage their business, staff and clients from their homes.
"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.”
