Intermediaries Get Automatic Help to Keep Track of Mortgage Applications

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Barclays unveils an updated IntroTrack service to ensure any broker submitting Woolwich mortgage applications automatically gets signed-up for the service, allowing them to receive email updates at each of the six key stages. This is part of our continued approach to help intermediaries deliver a great service to their clients.

Barclays unveils an updated IntroTrack service to ensure any broker submitting Woolwich mortgage applications automatically gets signed-up for the service, allowing them to receive email updates at each of the six key stages. This is part of our continued approach to help intermediaries deliver a great service to their clients.

Brokers will also receive automatic emails at the following stages of the mortgage application process:

1)     Application received.
2)     Credit score completed.
3)     Valuation survey received.
4)     Offer sent to customer.
5)     Mortgage case completed.
6)     Mortgage case not proceeding – the broker will receive an audit trail of progress at critical points of the process.

Brokers can access IntroTrack the real-time online service which now has a new look and feel to obtain a summary of all their mortgage cases helping them to reduce paperwork.

David Finlay, Barclays Intermediary Business Director, said: “We know brokers are so busy juggling existing mortgage applications on different systems in the industry. Our pro-active stance in ensuring they are automatically registered to receive these email updates means that no broker will miss out through not doing it themselves. This will make a huge difference to brokers in terms of their time, as we know from their feedback that they wanted better updates about their clients application process.

“It is vital that brokers are not waiting around for information, therefore the systems are designed with that in mind to offer a real-time update via email or at the touch of a button whenever they require it. This will really put them on the front-foot with their clients to deliver excellent service.”

We also have a guide available in order to help brokers get the best out of our IntroTrack system. This follows on from others in the series such as general advice on applying for Woolwich mortgages, specific tips on using Woolwich’s online mortgage system MAX.

Brokers will automatically receive their registration details for IntroTrack when they apply for a mortgage on behalf of their client through the MAX system http://www.woolwichintermediaries.co.uk.

Notes to Editors:

Introtrack, our case tracking system allows brokers to:
Save time - proactive update emails issues automatically from our case tracking system IntroTrack
Save effort - easier to use online tracking system giving brokers information quickly and effective.
Make money – brokers can focus more time on generating new business instead of chasing updates on existing cases.
When brokers apply for a mortgage on behalf of their client via our MAX system, the application details are logged and will appear on Introtrack as soon as they begin to get processed. Introtrack is easy to access; brokers simply use the same password as per MAX.

Barclays is a major global financial services provider engaged in retail banking (current accounts and savings accounts), credit cards, corporate banking, investment banking, wealth management and investment management services, with an extensive international presence in Europe, the Americas, Africa and Asia. With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs over 140,000 people. Barclays moves, invests and protects money and provides personal loans, life insurance, business loans and other services for over 49 million customers and clients worldwide. For further information about Barclays, please visit our website http://www.barclays.co.uk.

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Emma Austin
Barclays
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