By using the TMBi system, mortgage offers will now be available in PDF format for all applications submitted online and can be saved locally to the broker’s machine. Users will no longer have to contact their TMB processing centre for a faxed offer whilst they are waiting for the paper copy to arrive.
The broker or packager who keyed the case will also be able to access offers via a number of options. They will continue to receive an email when the application reaches 'full offer produced' status. The email will include a case tracking link which will provide access to the offer documents.
Offer documents can also be viewed via case tracking without an email as the offer documents will be added to the 'Case Tracking – Documents' screen. When the link to the documents is selected the broker will be offered the facility to view the PDF document in Adobe Acrobat or save them locally. Offer documents can also be accessed from the Intermediaries Online 'Manage Applications' screen via the 'Print Documents' button.
Commenting on the launch, Nigel Payne, managing director of TMB, said: “Allowing users to access offers online will cut their administrative burden significantly. They will now no longer have to chase for product updates or worry about postal delays and any offer queries will now be solved more effectively. This improvement is a practical step and one which both brokers and packagers will welcome as it allows them to offer a quicker and much more efficient service to their clients.”
