Clickapplication, which now accounts for over 80 per cent of all Platform’s directly submitted applications, enables intermediaries to submit a full application through the company’s website by transferring data from Platform’s online pre-sale KFI and decision tools, ‘clickKFI’ and ‘clickdecision’.
The extension of this service comes a year after the launch of 'clickapplication' and is the result of discussions with Platform’s current packager partners to further enhance the service they are able to provide to their distribution.
Key features of the functionality within clickapplication:
- Ability to pass online KFIs, decisions and applications from intermediary to packager, improving data quality and reducing the need to re-key information
- Satellite packager business can be accepted
- Intermediaries can see when a case has been submitted to Platform by a packager
- Tailoring of information to allow packagers to process cases more efficiently
Chris Warner of Jigsaw Packaging, a member of Exclusive Connections, said: “We have been using Platform’s 'clickapplication' facility for a short while and are delighted with the results. Clear navigation and ease of use are major incentives as are the obvious time saving benefits. Platform has clearly taken the needs of the packagers into account during development and has launched a top class value added service.”
David Morgan, director of retail operations at TFC Homeloans, said: “From the receipt of our first ‘clickapplication’ yesterday, it took just twenty five minutes to produce an offer. At TFC we recognise that IT developments such as this are key to enabling us to offer our brokers the best possible service. We are proud to be working in partnership with Platform to help create much leaner and ‘greener’ processes.”
