PRIMIS Mortgage Network has announced the launch of a new support hub within its exclusive customer relationship management (CRM) system, Toolbox, to help its AR firms during the Covid-19 crisis.
The CRM platform has been updated to include the support hub within it, which PRIMIS suggested could ensure all advisers within the network are able to continue delivering a high level of service to customers during the ongoing crisis whilst working remotely.
The mortgage network said its newly created support hub will include real-time information on both lender and market updates – including the latest product rate and criteria changes as well as information on how to digest the most recent government guidelines regarding coronavirus.
Furthermore, PRIMIS suggested Toolbox will provide members of the network with a “simple and intuitive” user interface allowing them to communicate with clients and manage their existing cases easily and efficiently – all whilst working from home.
PRIMIS proposition director, Vikki Jefferies, commented: “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.
“With the support of the new hub, we are confident that our advisers will feel more confident in continuing to secure positive outcomes for their customers throughout the ongoing crisis.
“Having complete ownership of Toolbox, as well as access to a wealth of in-house expertise, will allow us to continually adapt and update the system to a high standard as market changes continue to come into force. This will ensure that our advisers have the most up-to-date information at their fingertips to help them succeed in the current climate.”
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