SimplyBiz Mortgages members receive a free L&G affordability tool

SimplyBiz Mortgages has teamed up with Legal & General (L&G) to offer its more than 4,000 members the mortgage affordability research tool for free.

The tool uses the clients’ financial information, including income and expenses, to reveal credit potential while removing results from vendors who would not consider the person based on their criteria.

Richard Merrett, Head of Strategic Development at SimplyBiz Mortgages, said, “We know that the real value of an intermediary’s relationship with their client lies in the time they spend getting to know them, and we love to offer to our members can be an opportunity to achieve numerous increases in efficiency during the entire consulting process and thus save administrative time.

“SimplyBiz Mortgages is passionate about helping its members access and use new technology so that they can save money and time and better understand their customers’ needs and circumstances in order to achieve the best possible results.

“We are pleased to announce that our membership can now use L & G’s market-leading tool free of charge and look forward to further innovations and membership benefits with a special focus on digitizing the mortgage process in the coming months.”

Ali Crossley, Managing Director, Distribution, Legal & General Insurance, (LGI) added, “We want to help consultants grow their business and streamline processes so they can focus on delivering great customer results. Increasingly aiding the mortgage path, technology plays an important role in helping advisors save time while delivering a more flexible, end-to-end, bespoke solution to their clients’ needs.

“Cross-industry collaboration is therefore the key to promoting the acceptance of the available digital solutions by intermediaries. This integration with SimplyBiz Mortgages will further improve our offering as we continue to provide the advisory community with a more seamless, fully digital mortgage journey. “

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