Stonebridge has launched the My Mortgage Partner app, designed to enhance the digital connection between appointed representative (AR) firms and their clients. This innovative tool aims to assist advisers in supporting borrowers throughout their mortgage journey and beyond, while also identifying future opportunities in mortgages, protection, and general insurance.
What Features Does the My Mortgage Partner App Offer?
The My Mortgage Partner app provides a range of functionalities to streamline the mortgage process. Users can upload necessary documents directly through the app, facilitating smoother communication with their advisers. Additionally, the app allows clients to message their advisers, track key milestones in their mortgage journey, and access valuable financial education resources.
How Does the App Support Clients After Mortgage Completion?
Once the mortgage is completed, the app continues to play a vital role in maintaining the client-adviser relationship. It displays essential details about the customer’s mortgage and counts down to the end of their current deal. Furthermore, it provides information on their protection and general insurance policies. As the end of a scheme approaches, the app automatically triggers remortgage alerts, prompting advisers to reconnect with clients at the optimal time.
What This Means for Borrowers and Advisers
For borrowers, the My Mortgage Partner app offers a user-friendly platform to manage their mortgage and stay informed about important dates and policies. This proactive approach helps borrowers prepare for future financial decisions, such as remortgaging or exploring insurance options. For advisers, the app enhances their ability to support clients throughout the mortgage lifecycle, ensuring they remain top-of-mind even after the mortgage has been secured. This could lead to increased engagement and opportunities for future business.
Frequently Asked Questions
How can I access the My Mortgage Partner app?
The My Mortgage Partner app is available for free to all Stonebridge members, who can provide access to their clients.
What should I do if I have issues using the app?
If you encounter any issues with the My Mortgage Partner app, it’s best to reach out to your adviser for assistance or consult the app’s support features for guidance.
