MortgageStream has launched a range of analysis tools to enable brokers to easily identify additional business opportunities.
The new GAP Analysis tool enables brokers to identify clients that have not been sold supporting products, such as life insurance, mortgage payment protection insurance (MPPI), and contents insurance. MortgageStream says the new tool will help brokers comply with Treating Customers Fairly (TCF) regulations, as they allow the broker to better advice on all aspects of buying a home, including additional insurance products. The tool will also prevent brokers’ clients from being poached by lenders and other advisers who might look to fill the gaps in their insurance coverage. Paul Holden, sa...
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