The system has been enhanced to now incorporate a tracking system giving access to underwriter’s notes through to completion of the mortgage.
All brokers using the system for Decision in Principles have always had the facility to convert this to a pre-populated Generic Application form and this enhancement will take them to the next level.
The notes, which can be viewed 24 hours a day – 7 days a week, are clearly date and time stamped so brokers can see exactly when and how often the application has been worked on and by whom. All necessary documents such as declarations, offer, valuation report and Direct Debit Mandate are attached by way of PDF to the client just as a Decision in Principle Response is.
Rob Jupp, managing director of PTP, said: “We believe this system shows true transparency in our underwriting procedure and we would encourage every broker that uses us to make full use of the facility. We have invested heavily in the system, and will continue doing so, it has been designed by our brokers for brokers. Technology only works if it saves time and money for our brokers. This system will enable our brokers to view their clients without the need to make a telephone call to our office. This is only the third stage in an ongoing development plan and we have many more enhancements in the pipeline.”
