Stonebridge launches My Mortgage Partner app
Available free to Stonebridge members, the app allows customers to upload documents, message their adviser, track key milestones and access financial education from a smartphone, tablet or desktop.
Stonebridge has launched My Mortgage Partner, a new app that aims to help members stay connected with their customers from application through to remortgage.
Available free to Stonebridge members, the app allows customers to upload documents, message their adviser, track key milestones and access financial education from a smartphone, tablet or desktop.
It is branded to individual appointed representative (AR) firms and automatically syncs with Stonebridge’s wholly-owned adviser software, Revolution, once a customer has signed up.
Stonebridge said it has invested hundreds of thousands of pounds in the development of My Mortgage Partner over the last 12 months, with more than 100 member firms taking part in focus groups to help shape the proposition before launch.
Following mortgage completion, My Mortgage Partner displays details of the customer’s mortgage and counts down to the end of their current deal, as well as providing information on protection and general insurance (GI) policies.
As the end of a mortgage deal approaches, the app automatically triggers remortgage alerts, providing advisers with an opportunity to re-engage with customers.
The app also asks customers tailored questions during the fact find to support earlier protection conversations.
Rob Clifford (pictured), chief executive at Stonebridge, said: “For advisers, customer retention is not just about making contact at the end of a deal.
“It is about staying consistently visible, useful and relevant throughout the whole customer journey and for years after the initial transaction.
“My Mortgage Partner gives Stonebridge members a branded digital presence in their customers’ pockets, helping them support borrowers during the application, stay front of mind after completion and start future mortgage and protection conversations at exactly the right time.
“We have invested significantly in this because we believe technology should help advisers build stronger, more valuable customer relationships, not replace them – all with the pragmatic and valuable input from many of our member firms.
“This is another major step in our commitment to giving Stonebridge firms the tools they need to thrive and a competitive advantage.”
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