Technology firm, Property Circle, has launched a platform to help mortgage brokers, letting agents and estate agents generate and maximise lead generation from their client banks.
Marc Randall, Property Circle’s CEO, claims the firm’s growth platform will help “every broker” to engage existing customers about future opportunities to improve their mortgage situations.
He said: “Our platform is a revolutionary helpmate for brokers that interrogates their client databases 24/7, identifies new opportunities and gives them the chance to not only maximise new business but also make sure that existing clients receive an ongoing Rolls Royce personal service, a feature that will become increasingly important under the new Consumer Duty rules.
“The platform can readily integrate with brokers’ existing CRM systems and constantly reviews every client’s mortgage, provides insights into every client along with new LTV thresholds and shows potentially better products, allowing brokers to offer up immediate updates and prompts to see clients. What’s more all this information can also be delivered to clients 24/7 with their own branded app.
“Essentially, we are offering software designed specifically to take the guesswork out of managing a modern client bank by automatically delivering smarter engagement and retention tools to track down all the leads brokers need and give them the supporting evidence to engage with their clients.
“For buy-to-let clients, it reviews every buy-to-let portfolio and shows where performance could be improved. No more looking through spreadsheets, trawling through client banks, reviewing every product to see if there is an opportunity or looking for every product end date, and hoping that the lender hasn’t got there first.”