Criteria Hub update extends search and filtering options

Criteria Hub update extends search and filtering options

Mortgage Brain’s criteria-based sourcing solution, Criteria Hub, has been developed to offer advisers more options including six tailored searches at a time.

 

 

Mortgage Brain has already started planning the integration of Criteria Hub into its point-of-sale, CRM and compliance system, The Key.

Mortgage Brain bought Criteria Hub in March and told Mortgage Solutions it had substantial software integration plans with wire frame development plans underway.

 

Search changes

Mortgage advisers using Criteria Hub can select up to six specific search criteria at any one time as part of the enhanced capability, alongside the single searches already available.

Search criteria can also be highlighted as deal breakers for each case, for example, in the case of balcony or deck access.

Mark Lofthouse, CEO of Mortgage Brain (pictured), said: “Having the ability to identify specific lending criteria as critical from the outset, particularly ones that will affect client applications in part or full, allows advisers to offer the best possible advice solution to their clients.

“The extended multi-search functionality, with its ‘critical criteria’ selection option, will enable advisers to obtain and identify the most suitable Lenders in the shortest possible time and dramatically improving the overall customer journey.”

A video tutorial is available on the Criteria Hub dashboard offering a guide to the new features and functionalities.

Over 3,000 advisers are actively using Criteria Hub including Countrywide, John Charcol, Mortgage Force, Online Mortgage Advisor, Openwork, Tenet, TMA, and numerous smaller firms.

Criteria Hub will remain available to any adviser in the market as a standalone system or it can be bought as part of a package.

The criteria-based sourcing system has already agreed deals with Countrywide and Openwork for its advisers to access the platform.

The platform is also being used by lenders to research and gain insight into the market, enabling them to design and fine tune products to better meet the needs of customers.

Mortgage Brain Holdings Limited, formed in 1986, is jointly owned by Barclays, Lloyds Banking Group, Nationwide, Royal Bank of Scotland, Santander and Virgin Money.

 

Mortgage Brain is the parent company of AE3 Media, which owns Mortgage Solutions.

Victoria is group editor, Mortgage Solutions and Your Mortgage at AE3 Media.

Previous titles include editor of What Mortgage and Credit Today and a stint freelancing for various titles, including The Guardian, Which? and Money.co.uk

SOURCE: mortgagesolutions

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