Developed by head of IT, Mark Ryan, the facility not only produces an instant online illustration but also offers brokers the ability to covert the illustration to a PDF letter which is automatically emailed to the broker for recordkeeping purposes and forwarding to the client.
The service was designed in a matter of weeks in response to feedback from brokers.
Commenting on the service, managing director David Whittaker said:
“When we launched just under a year ago we made a commitment to provide brokers not only with great products but great service too – and that’s not easy from a standing start. However, we do take care to listen to the needs of brokers and we try to exceed their expectations whenever possible. The buy to let mortgage illustration facility will help brokers respond to their client’s information requests in more efficient and timely manner.”
During development the service was tested by a number of brokers. Paul Sexton of Page & Page Andover Ltd said:
“It’s very quick and easy to use. All the necessary facts and figures the client needs are presented cleanly and clearly; it even includes all my contact details. The automatic email function helps me keep track of the quotes I have done and I particularly like the fact that I can forward it directly to my clients without having to make any amendments. It’s a real time-saver.”
