Broker Portal improved with new automation added

Broker Portal improved with new automation added


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The Mortgage Lender has announced that its Broker Portal has undergone more improvements including new automations and streamlined enhancements to amplify mortgage brokers’ experiences when it comes to the customer application process.

The latest efficiencies include automated Income Verification on some residential products. This means that TML will no longer ask brokers to provide pay slips or proof of income for a number of their clients at the point of submitting a case, simplifying the overall process.

Other recent improvements involved Fee-free Automated Valuation Models (AVMs) made available on some residential and buy to let purchase and remortgage cases, and Vulnerable Customer Automation which allows brokers the opportunity to share any relevant vulnerable customer characteristics, with enhanced options to record their customers’ support needs.

Sara Palmer, distribution director at The Mortgage Lender, comments: “We strive to make our processes as easy as possible, and we’re pleased to announce a host of developments to our Broker Portal to ultimately provide a more efficient experience to our broker partners when it comes to customers’ mortgage applications.  T

“his means we’re able to automate admin tasks, providing more time and capacity to drill down into more complex cases which ultimately helps create a better journey for the broker and the customer.” 

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