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By 8th April 2020June 5th, 2023No Comments

We’re pleased to announce that we have launched a new support hub within our exclusive customer relationship management (CRM) system, Toolbox. This hub is dedicated to helping brokers during the COVID-19 crisis. Our award-winning CRM platform has been updated to include the support hub within it. This will help to ensure that all advisers within the network can continue to deliver a high level of service to customers, during the ongoing crisis whilst working remotely.

The newly created support hub includes real-time information on both lender and market updates. This includes the latest product rate and criteria changes and information on how to digest the most recent government guidelines, regarding COVID-19. The hub is available to PRIMIS brokers 24/7. It is updated accordingly by our team of in-house experts as the current situation progresses, ensuring it houses the most relevant and up-to-date information for users.

In addition, Toolbox is providing members with a simple and intuitive user interface. It allows them to communicate with clients and manage their existing cases easily and efficiently – all whilst working from home.

“During the COVID-19 crisis, it is imperative that brokers have the necessary tools and support in place to help them manage their business, staff and clients from their homes. 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.”

Vikki Jefferies, Proposition Director

PRIMIS advisers will also be able to continue accessing award-winning mortgage criteria search system, Knowledge Bank, allowing them to search over 102,000 different criteria from over 200 lenders for clients. This will enable them to establish exactly which lenders are most suitable for their clients’ specific requirements during the current period.

This is testament to PRIMIS’ ongoing commitment to providing its brokers with the latest technology to strengthen their business.

Having complete ownership of Toolbox, as well as access to a wealth of inhouse 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. Over the coming weeks and months, we will also review the new support hub on a continual basisin addition to our Toolbox system to ensure that both are at the best possible standard to help our brokers boost their business – reinforcing our commitment to championing advisers and the service they provide to customers.”

Vikki Jefferies, Proposition Director