System Features
What can the system do?
Product Search Journey
Select your product type, follow the step-by-step journey, and Input your deal information and requirements.
Based on the information, and calculations performed, Lender Hub will present you with a set of lenders whose products match, and therefore who can be drafted into Indicative Terms for the client.
You can jump back in the journey to change information, e.g. increasing LTV, to create different results and quotes for your clients.
Lender Look-up
This is designed for use prior to when you have all the project details, and rather than drafting a specific set of terms, instead, you just need an idea of which lenders will support certain broad criteria. Such as, “who will lend on a commercial property, for a bridge, in Scotland at £100k”.
Clicking on the eye icon to the left of a sub-product allows you to access more details; an Overview, Notes on the USP’s and any individual quirks of that product, Contact Details for the two primary BDMs, and downloads of the latest Documents / Product Guide.
Illustrative Terms
The primary function of Lender Hub is to allow you to draft accurate terms for you to deliver to the client as quickly and efficiently as possible.
The system also allows you to see what questions were answered during the search journey, which led to the results generated. You can also re-run the journey to select a different lender’s product and create multiple indicative terms.
You can download the indicative terms as a document, as seen in the examples:
- Example Downloaded Terms
Click to enlarge.
Documentation
Document Suite
The Lender Hub document section includes facts finds, sales journey documents, user guides and more.
Lender Documents
You can find lender’s product guides & other relevant documentation within each product information page.
Get a Free Trial of Lender Hub
We will be happy to demo the system with you, with a view to getting you access to a free trial of the system.