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Enterprise enhances broker portal
The portal, which was launched in March, has over 900 users and allows sourcing, referral and case tracking for its broker partners.
Apex’s latest feature includes a new milestone-based case tracking system, which allows brokers to view outstanding steps for each case, as well as provide bespoke progress notes.
The portal was designed with the Mortgage Credit Directive in mind and includes features such as auto-recorded search logs that can help users to stay compliant.
Harry Landy, sales director at Enterprise Finance, said: “In a competitive marketplace it is hugely important for brokers to meet the needs of both their clients and regulators by sourcing, tracking and referring cases with ease and precision.
“Enterprise Finance’s updated Apex portal is a platform that has been designed with this firmly in mind, and provides brokers with a refreshingly easy-to-use interface without compromising on accuracy.
“Our latest upgrade keeps Apex at the leading edge.
“The Mortgage Credit Directive means more brokers have to consider second charge mortgages on more occasions.
“Using the Apex portal makes finding alternative finance solutions and complying with the regulations as easy as possible at every step.
“Brokers can therefore significantly reduce the work needed to meet the directive’s obligations, while delivering great outcomes for customers.”
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