Macquarie Bank has launched a new online broker portal it says will consolidate all client and account information in a single location.
The Macquarie Access platform, which replaces the bank's existing MortgageNet portal, will allow brokers to access client information including contact details, accounts and a "recent clients" list the bank said will save brokers time searching through data. The platform will also allow access to the bank's offerings such as online valuation ordering, application status tracking, technical news and updates and client sites for mortgage, cash, Wrap or insurance clients.
Macquarie Adviser Services head of mortgages product James Casey said the platform would be accessible through smartphones and tablets, and integrate mobile features to allow brokers to work in the field. The mobile version of the portal will allow brokers to access client information and call, SMS or email clients directly, and will also link clients' addresses to Google Maps.
"We hope that Macquarie Access will help brokers to work more efficiently by being able to access important information for their clients at any time. Brokers have the ability to check the status of their applications through Online Status Tracking, and when settled they have access to loan account information for their clients. We also believe it will help to support client engagement, by enabling brokers to communicate the latest product and service news to their clients, all of which will be available at the click of a button," Casey said.
St. George tips broker iPad app
Macquarie launches broker consulting service