Insurance group aims to make loan protection easier for brokers

by Julia Corderoy02 Oct 2014
Loan protection specialist, ALI Group has teamed up with mortgage software provider, Stargate Group to make it easier for brokers to provide clients with loan protection.

The partnership allows ALI Group to integrate its online application form with Stargate’s SymmetryCRM system. It has been officially launched with Loan Market brokers but is now looking to roll out the new technology with other aggregators and brokers on the SymmetryCRM platform.

Stargate’s chief executive, Brett Spencer says this is the “future of mortgage broking”. Brokers can now launch a pre-populated loan protection application directly from SymmetryCRM, eliminating the need to enter client details, obtain signatures or send any paperwork to ALI Group.

“The integration of ALI Group’s loan protection solution into SymmetryCRM represents the future of mortgage broking – allowing brokers to use their core CRM database to offer more to their customers and better meet their needs without having to rekey copious amounts of information. By enabling brokers to offer such a vital product to their customers with just a simple click of a button helps build their business and retain their customers.”

ALI Group’s chief executive, Huy Truong says this will help to ensure loan protection becomes a central part of the broking service.

“ALI Group was built to integrate with a broker’s loan process so it was a natural evolution for us to integrate with CRM systems such that loan protection is part of the core process with customers.”

The new integration has already been getting some positive feedback from brokers, with one Loan Market broker, Yu-An Chang saying, ““Looks really good. The system is easy to use. I am very happy that I can use the online system now.”

 

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