Primis Mortgage Network has launched a support hub within its customer relationship management (CRM) system, Toolbox, to help its appointed representatives source updated mortgage information.
The hub will include real time lender and market updates, including product rate and criteria changes and information on government guidelines regarding the pandemic.
The existing CRM has been updated to include Toolbox making it immediately available to the Primis brokers. The hub will be reviewed in the coming weeks and months to ensure it is kept at a high standard, the network said.
Vikki Jefferies (pictured), proposition director at Primis, said: “During the Covid-19 crisis, it is imperative that brokers have the necessary tools and support in place to help them manage their business, staff and clients from their homes.
“With the market changing daily, the launch of our new support hub within Toolbox will provide all of our AR firms with access to live information on lenders and wider industry news that can assist them in their conversations with clients.”
Paradigm launches protection panel updates
Paradigm Protect – part of Paradigm Mortgage Services – has launched a Covid-19 document with details on how its panel of protection providers is dealing with the pandemic.
In the ‘Protection Matrix’ document, Paradigm Protect cover how individual providers are dealing with applications from clients with Covid-19, the product, policy and process changes made as a result of the virus.
It also gives information on how providers are dealing with claims across individual products, and the contact details and support that is available during this period.
Those providers currently in the matrix include Aegon, AIG, Aviva, Canada Life, The Exeter, Guardian, Legal & General, LV=, Royal London, Scottish Widows, Vitality and Zurich.
The document will be updated as changes happen.
Also featured on the page are Paradigm’s five ‘top tips’ for intermediaries to consider when discussing protection with clients under the current circumstances.
Paradigm Mortgage Services has also recently launched three lender matrices which feature recent criteria and product details from its panel. These can be found on its Covid-19 support page.
Mike Allison, head of protection at Paradigm, said: “We’re acutely aware this is a fast-moving situation and providers are having to establish new processes for dealing with new applications, existing customers and claims.
“As providers are making changes daily, we’ll be updating the matrix regularly to ensure it remains a useful resource for our members. It’s essential that advisers keep as up to date as possible and we believe this will help enormously in the current challenging environment.”
