La Trobe Financial has released a new broker portal that aims to “give more control to brokers”, minimise errors and speed up the settlement process.
Non-bank lender and wealth management firm La Trobe Financial has announced the release of a new broker portal, which provides brokers access to new features that enhances communication between mortgage brokers and clients.
According to the firm, the enhanced version of the portal gives brokers access to a new document library and live case tracking.
The firm has launched the live case tracking in the broker portal in a bid to ensure brokers can keep customers up to date throughout the loan application process.
The library includes the firm’s latest documents, including the new Easy Lodge Broker Support Form.
Other features in the portal include product brochures, local contacts (which includes information on where to send supporting documents or submit scenarios, instruct valuations online, which allows brokers to order upfront residential valuations), and the latest news from La Trobe Financial sent electronically.
La Trobe Financial said the tools give more control to brokers while minimising errors and speeding up the process to settlement.
Chief lending officer Cory Bannister told The Adviser: “We are continuously investing in technology and remain focused on supporting brokers.
“We continue innovating with new product lines and will continue to build on our service proposition of serving the underserved market.”
La Trobe Financial transformational manager Chris Meaker added: “The broker portal capability enables transparency to the broker network by keeping them engaged throughout each stage of the loan application process with real time updates”.
Mr Meaker further added that “superior service to our brokers is what we are known for, and in a digital age this is of paramount importance and the broker portal supports our commitment to the broker market.”
The announcement follows last month’s release of the firm’s Fast Track credit team, which offers priority processing for brokers who submit electronic loan applications and have a valuation completed upfront via the Valuation Hub.
Malavika Santhebennur is the features editor on the mortgages titles at Momentum Media.
Before joining the team in 2019, Malavika held roles with Money Management and Benchmark Media. She has been writing about financial services for the past six years.
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