You are here: Home - News -

Personal Touch offers advisers estate agent-driven referral software

by:
  • 10/07/2017
  • 0
Personal Touch offers advisers estate agent-driven referral software
Network Personal Touch is offering its advisers Virtual Introducer, a client referral technology tool, offering its network members leads from 500 UK estate agents.

The technology is integrated with MoveIT, a home moving referral tool for estate agents designed by technology solutions provider Property Software Group (PSG). MoveIT allows estate agents to access providers of each service a customer will need when looking to move home from conveyancers and surveyors to utility switching.

Personal Touch members are now exclusively servicing the mortgage referrals.

Jane Cross, CEO of Personal Touch Financial Services, said: “We are delighted to bring this exclusive service to our advisers. Virtual Introducer is a revolutionary tool and will ensure our brokers have access to quality leads from home buyers across the UK. Furthermore, this initiative will enable as many customers as possible to get access to world-class personalised advice.

“The debate over robo-advice and the role technology plays in financial services continues. At Personal Touch we are determined to show how effective technology systems and initiatives can actually help advisers to maximise their business opportunities and offer a high quality and efficient service to their clients. Virtual Introducer is just one of many tools we provide to our members in order to do that.”

There are 0 Comment(s)

Comments are closed.

You may also be interested in

Business Skills

In this section, we offer short ‘how to’ guides on harder to crack areas of business. From social media, to regulation or niche product areas, we cover it all.

Profiles

Our journalists interview key industry entrepreneurs, strategists and commentators for day-to-day market insight and a strategic view of where the industry is heading. We offer lessons for success and explore the opportunities for your business

Success in Practice

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Take a look at how others approached complex tasks like launching a new mortgage lender, advising on a new product area or deciding to specialise in another. Learn from others mistakes and triumphs.

Marketwatch

Each week, we ask top mortgage and property commentators with a unique perspective to examine a key news headline, market move or regulatory or political issue.

Poll

Vote in our weekly poll here. It’s your chance to tell us what you think and be heard on the top news stories of the week. Review our archive to find out what your industry really thinks and all our coverage of the results.

Top Comments

Be part of the conversation on Mortgage Solutions. We want to hear from you. We have a tool called Disqus to tell us which stories get the most comments each week. Every Friday, the team picks the most thoughtful or opinionated contributions from our readers to enjoy again. Don’t forget to share your favourite stories from the site on social media to keep the conversation going.
  • RT @robjupp: Great day yesterday for donations to @MortSleepOut. With Gift Aid, we are now close to £17,000. It would be great to get to £2…

Read previous post:
Virgin CEO Jayne-Anne Gadhia
Women in Finance Charter gains support from Post Office and Axa as signatories grow

The Women in Finance Charter has gained the support of 141 signatories since its launch in March 2016, as firms...

Close