5.03: ADDITIONAL FUNCTIONALITY

The Moving Hub lets clients track their conveyancing journey. They can receive regular notifications and follow the transaction from start to finish.

With eConveyancer, brokers have visibility of various milestones, some of which will vary depending on the case type, and they also receive email updates on any active cases they have referred. Brokers can correspond directly with the solicitors through the case tracking functionality, add notes and raise queries.

Customers can access online case tracking 24/7, which will give them visibility of milestones. If a customer is also using DigitalMove, they will have greater interaction with their case.

Figure 5.05: Case tracking

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Both platforms offer a secure online document storage facility, at no extra cost. For example, eConveyancer documentation can be uploaded to its DigitalMove solution, allowing conveyancers and clients access to a secure, centralised store.

Figure 5.06: Document storage

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The ability to integrate conveyancing cases with their own calendar applications is a useful feature for mortgage advisers and is offered by The Moving Hub.

Figure 5.07: Calendar integrations

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It is important that mortgage brokers can demonstrate accurate record keeping of conveyancing activity.

eConveyancer offers a range of auditing and compliance functionality. It also has an in-group resource, Legal-Eye, which works with eConveyancer panel firms to ensure compliance and deliver ongoing support.

Figure 5.08: Auditing/compliance

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Both conveyancing platforms allow for white-labelling of their branding.

Figure 5.09: Branding

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Conveyancing platform providers were asked what other features their solutions offer. Both platforms can instruct surveys but in addition offer a variety of different features.

For instance, eConveyancer’s DigitalMove is a digital platform that helps home movers manage their conveyancing online, through a device of their choice. It claims that cases utilising DigitalMove have reached completion as much as 20% sooner than with non-DigitalMove cases, it claims.

Figure 5.10: Other features

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This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
© 2021 Trek Publishing Limited. All rights reserved.
No part of this report may be reproduced in any form without written permission of the publisher.

technology report cover

TABLE OF CONTENTS

About this report
Executive Summary

CHAPTER 1: Sourcing Systems
1.01: Adviser Research
1.02: Pricing
1.03: Usage
1.04: Coverage
1.05: Additional functionality
1.06: Integrations
1.07: Data

CHAPTER 2: Sourcing Systems - general insurance/protection
2.01: Adviser Research
2.02: Pricing
2.03: Usage
2.04: Coverage
2.05: Additional features
2.06: Integrations
2.07: Data

CHAPTER 3: Sourcing Systems - later life
3.01: The current market
3.02: Pricing
3.03: Usage
3.04: Coverage
3.05: Additional functionality
3.06: Integrations
3.07: Data

CHAPTER 4: Affordability platforms
4.01: Adviser research
4.02: Pricing
4.03: Usage
4.04: Coverage
4.05: Additional functionality
4.06: Integrations

CHAPTER 5: Conveyancing platforms
5.01: Pricing
5.02: Usage
5.03: Additional functionality
5.04: Integrations
5.05: Data

CHAPTER 6: Criteria systems
6.01: Adviser research
6.02: Pricing
6.03: Usage
6.04: Coverage
6.05: Additional functionality
6.06: Integrations

CHAPTER 7: CRM systems
7.01: Adviser research
7.02: Pricing
7.03: Usage
7.04: Integrations
7.05: Additional functionality
7.06: Data

CHAPTER 8: marketing/retention systems
8.01: Pricing
8.02: Usage
8.03: Functionality
8.04: Data

TECHNOLOGY PROVIDER PROFILES
Sourcing systems
Iress
Mortgage Brain
Twenty7Tec
Sourcing systems - GI/protection
iPipeline
Paymentshield
Source Insurance
Uinsure
Sourcing systems - later life lending
Advise Wise
Air Sourcing
Affordability platforms
Affordability Hub
BrokerSense
MBT Affordability
Conveyancing
eConveyancer
The Moving Hub
Criteria systems
Criteria Hub
Criteria Source
Knowledge Bank
CRM systems
360 Lifecycle
eKeeper
Mortgage Magic
One Mortgage System
Smartr365
Trackerhub
Marketing/retention systems
Dashly

COMMENT
Outlook for 2021 for the mortgage advice sector
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