Paragon has introduced the second phase of its intermediary portal, adding new features to enable brokers to manage customers’ applications more effectively.
Additions to the portal’s functionality include the introduction of an alerts service to keep brokers informed as their application moves through the process.
Brokers can choose to receive alerts via either text or email, how often they receive alerts and exactly what updates they receive.
In addition, it is now easier to upload a client’s property schedule via the Portal to support the underwriting process. Intermediaries can upload the schedule via Paragon’s template or add it manually through the eTech property schedule template.
The intermediary portal launched in October 2019 and provides enhanced product search, with new pre-application mortgage illustrations, and added real-time case tracking. Intermediaries can also view all their Paragon buy-to-let applications in one place, upload and manage documents, and share cases with team members.
Paragon says it will continue to evolve the portal and add new features based on feedback from brokers.
Moray Hulme, director of mortgage sales at Paragon, said: “We have been pleased with how intermediaries have embraced the new Portal since launching last year and we’re always looking to make improvements. We always listen to feedback and this feature was one our brokers were consistently asking for.
“It’s important our intermediaries are able to search, apply and track cases in once place, in real-time, quickly and easily, from any device. The features we’ve added to the new intermediary portal are all designed to make that process even slicker.”
