Central to our proposition as the UK’s leading mortgage network, our mortgage broker software platform, Revolution, is 100% owned by us and is maintained by an extensive in-house development team. This alone sets us apart from other networks and is why we believe we are uniquely positioned to help mortgage and protection firms achieve their business objectives. Let’s look at the role that technology plays in the support we provide to our network members.
To date, we have invested in excess of £1 million in our mortgage broker technology and are continuing to invest in further enhancements to further streamline the experiences of our members and their clients.
Our cutting-edge platform has been designed to support every aspect of our member’s businesses, providing seamless integration for mortgage, protection and GI sourcing, lead management, and the ability to generate custom reports.
Benefit from integrated compliance features
One of the primary reasons that many brokers become part of a network is to ease their compliance burden. Revolution is integrated with a number of compliance features, including suitability letters, file checks, CPD, one-to-ones, and compliance reports.
Access an advanced client portal
To help member firms and their clients exchange information seamlessly and securely, we have developed and invested significantly in our Client Portal solution. This client-facing platform allows our members to offer a digital first experience to their clients. As part of our development, we have ensured that clients can complete fact finding tasks efficiently, obtain timely sales progression updates, and share documents with ease.
Monitor key elements of business performance
From keeping track of your lead generation efforts to monitoring the progression of sales and customer retention, Revolution can generate a range of reports that help our members monitor key facets of their business.
The ability to pull this data and create visual reports instantly allows our members to determine whether their strategies are driving desired business performance and whether a fresh approach may yield even better results.
Technology that adapts
With a range of different tools to explore, Revolution can adapt to a firm’s needs and, importantly, grow with them. So, not only can our technology support day-to-day operations, but it can also help develop robust strategies to drive performance and maximise the opportunities that are available.
Training and support are always available
To ensure that each of our network members is getting the most from our Revolution platform, we provide easy access to training and support in a number of different ways. As well as maintaining telephone support and online help, we have also developed training videos and offer group training opportunities, which enable and encourage collaboration.
What do Stonebridge members think about Revolution
You don’t have to rely on our word alone because we’ve asked some of our network members to explain how they use the Revolution platform and which particular features they use most frequently.
Revolution supports referrals and growth opportunities
Nicola Burrell, has been part of the Stonebridge network for six years, over which time she has seen the platform get better and better as a result of our continuous investment and constantly launch new features. Nicola highlights the additional enhancements that have enabled her to refer to a variety of different people, to generate different reports, and to see the growth opportunities that could be explored.
Revolution supports fact finding
Tom Andrews, has noted that Revolution has everything in one easy to access location. Not only does Tom and his team use Revolution to source mortgages and insurance products, they also use it as a fact finding tool for client data, to support social media strategies, and access MI reports.
Revolution supports day to day operations
Another network member who uses Revolution on a daily basis is Rebecca Shuttle. The main benefit Rebecca feels Revolution gives her is how it supports her in the day-today running of her firm. Rebecca has highlighted that the company MI reports are particularly beneficial to her as a business owner, as are the tools that support diary management and day-to-day tasks.
Revolution supports brokers to maximise time with clients
Andrew Brown notes that Revolution has helped his team spend more time with their clients . For Andrew, Client Portal and the questionnaire that clients can fill in helps to save each adviser at least 20 minutes during an initial consultation, which is time better spent providing clients with expert mortgage advice.
Revolution is a transformative hub of data
Matt Clarke, a long-standing member of the network, states that Revolution’s ability to generate so many different reports enables him to see how every different part of his business is performing, from the moment a client engages with his firm to when a customer needs a review or returns, their entire journey is already there.
Revolution supports broker performance and development
Jon Stones, who has been with Stonebridge for over a decade, is another network member using Revolution on a daily basis to enhance his firm. Jon and his team use all the reporting functions available, including producing stats for each adviser, helping them to clearly visualise their overall performance, discuss any areas for development, and to keep track of their commissions.
Become Part of The Stonebridge Mortgage Network
Becoming part of the Stonebridge network will provide you with access to our market leading technology platform, as well as a range of support and development opportunities that can help you to achieve your business goals. Please contact us today to learn more about how Stonebridge is different from other networks by filling in our simple form and one of our friendly team will get back to you.
