"Launching broker case tracking is part of our ongoing plan for service excellence, to streamline and improve our service for brokers."
Once brokers login to the online tool, they can either choose to view their Principality portfolio of cases or simply enter the customer’s surname and mortgage enquiry number to pull up detailed updates on specific cases.
Brokerpoint splits the application process into five simple stages: submitted, underwriting, offered, awaiting completion and complete.
The tool will be accessible through the intermediaries section of Principality’s website for registered brokers.
Over the last 18 months, Principality has introduced a range of development to its broker arm, including adding more underwriters to its Mortgage New Business Centre and further resource to its dedicated intermediary support desk. In 2017, Principality has announced it will look to employ more Business Development Managers to ensure key brokers can have face-to-face engagement with the Society when required.
Shaun Middleton, Head of Regulatory Sales at Principality, said: “Launching broker case tracking is part of our ongoing plan for service excellence, to streamline and improve our service for brokers. The new service will be available to brokers at any time of day allowing them to get updates simply and quickly. We hope the tool will save brokers time and keep them better informed at every stage of the process.”
Philip Williams, Director of Eastside Insurance FS, added: “It’s great to see that Principality have listened to our feedback and developed a case tracking system. My clients always want to know the valuation figure and this system enables me to provide them with this information outside working hours making it even easier to work with Principality.”
