Enterprise Finance upgrades broker portal

Enterprise Finance has upgraded its recently-launched Apex broker portal with an enhanced ‘milestone’ case tracking system.

Related topics:  Specialist Lending
Rozi Jones
15th August 2016
Social media business tech
"In a competitive marketplace it is hugely important for brokers to meet the needs of both their clients and regulators by sourcing, tracking and referring cases with ease and precision."

This means brokers can now view the outstanding steps each case requires, and the Enterprise team will now provide brokers with bespoke progress notes on each case.

As well as second charge loans, brokers can also use Apex for applications and case tracking of bridging and commercial mortgages.

Harry Landy, sales director at Enterprise Finance, said: “In a competitive marketplace it is hugely important for brokers to meet the needs of both their clients and regulators by sourcing, tracking and referring cases with ease and precision. Enterprise Finance’s updated Apex portal is a platform that has been designed with this firmly in mind, and provides brokers with a refreshingly easy-to-use interface without compromising on accuracy.”

“The Mortgage Credit Directive means more brokers have to consider second charge mortgages on more occasions. Using the Apex portal makes finding alternative finance solutions and complying with the regulations as easy as possible at every step. Brokers can therefore significantly reduce the work needed to meet the Directive’s obligations whilst delivering great outcomes for customers.”

More like this
CLOSE
Subscribe
to our newsletter

Join a community of over 30,000 intermediaries and keep up-to-date with industry news and upcoming events via our newsletter.