Legal & General Mortgage Club has today announced a number of improvements to SmartrCriteria, its digital user-friendly criteria search system, following feedback from advisers.
3 May 2019
SmartrCriteria offers advisers 394,000 criteria outcomes from over 95 lenders across the Residential, Buy to Let and New Build sector, to help determine the best possible outcome for their customers as quickly as possible. 3,300 members of Legal & General Mortgage Club are currently signed up to use the tool.
The system will now include lender hyperlinks on the results page to allow advisers to click through directly to the lender, making the process to complete the mortgage as straightforward as possible. Advisers will now also be able to print out lender outcomes, so that they have a physical record to discuss with their customers.
In addition to the criteria search on a specific customer, the enhanced system will also include a generic search function to enable advisers to find the lenders that deal with certain types of business. Selected key partners will also be able to access their proc fee history within ClubHub, and Legal & General Mortgage Club is working with advisers to roll this out further.
Contact either Charlotte Merlin-Jones, Amelia or Graham on 020 7440 8670, or email directly at firstname.lastname@example.org
The information contained in this press release is intended solely for journalists and should not be relied upon by private investors or any other persons to make financial decisions.
Kevin Roberts, Director, Legal & General Mortgage Club: "At Legal & General Mortgage Club we’re keen to make things as straightforward as possible for advisers, allowing them to spend more time on giving quality advice. Our recent improvements are testament to this; we’ve listened to feedback from our members and will continue to make enhancements to our proposition to ensure the best possible outcomes for advisers and ultimately the end customer."
Established in 1836, Legal & General is one of the UK's leading financial services groups and a major global investor, with over £1.2 trillion in total assets under management* of which a third is international. We also provide powerful asset origination capabilities. Together, these underpin our leading retirement and protection solutions: we are a leading international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Through inclusive capitalism, we aim to build a better society by investing in long-term assets that benefit everyone.
*at 31 Dec 2022