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Stonebridge launches DA support service Genus – exclusive

  • 26/07/2016
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Stonebridge launches DA support service Genus – exclusive
Stonebridge Group, the mortgage and insurance network, has launched Stonebridge Genus, its mortgage club for directly authorised (DA) advisers.

The service is already being used by over 100 individual DA users.

DA s will be able to ‘pick and mix’ the Genus products and services they require from a menu, which offers access to life and general insurance panels, choice of mortgage club, conveyancing, will writing and surveying.

On top of this DAs can choose support services from Genus covering marketing, branding and brand design, business development, human resources and web templates.

Members can also access technology including its point-of-sale system, Revolution, which offers lead generation and sales progression through to business processing and customer retention.

Genus does not charge subscription fees to use the club.

Other benefits include paid-for membership to the Association of Mortgage Intermediaries (AMI) and discounts on CeMAP training, qualification resources and learning tools.

Richard Adams, managing director of Stonebridge Group and Stonebridge Genus, said the post-Brexit uncertainty means even firms which value their independence may want to feel part of something bigger.

“At the heart of Genus is the access we can provide in areas such as protection, GI, conveyancing, and many others.

“On top of this we’re able to offer access to the highest spec technology, with our Revolution system, as well as branding and marketing support which would otherwise come with a large price tag. This is all about DAs spotting some of the gaps in their business and utilising Genus to fill them, while at the same time benefiting from our stability, protection and efficiencies.”

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