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PMS and Sesame launch product transfer and retention hub

  • 20/06/2019
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PMS and Sesame launch product transfer and retention hub
PMS Mortgage Club and Sesame have launched a product transfer hub for mortgage advisers.


The firms said the hub provides advisers with a host of tools including a product transfer grid, outlining timeframes and application processes for individual lenders, as well as hints and tips on how intermediaries can improve their own client engagement strategies.

The hub also includes a toolkit of downloadable materials which can help brokers keep in contact with their clients, such as templates for client letters and regular newsletters, along with email and social media activity.

Jane Benjamin (pictured), director of mortgages at Sesame and PMS, said that product transfers were a “hot topic” in the industry, and noted that over £100bn of deals were coming to the end of their terms in the months ahead, presenting a “huge refinance opportunity”.

She added: “Our new hub gives advisory firms the guidance and tools they need, all in one place. Furthermore, with the current trend of five-year fixed rates now overtaking two-year deals in terms of popularity, it’s more important than ever for advisers to get in touch and stay in touch with their clients.”

Martin Schultheiss, group managing director of Sesame Bankhall Group, said the business was “committed to championing the role of the adviser”, noting that the hub would help “future proof advisers’ businesses for the long term.”


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