Finance · Live demo
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Talk to Lucy at Hearthmoor Lending Advisers
Hearthmoor Lending Advisers is made up. Lucy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
In the last two weeks before settlement, clients ring and email their adviser for updates every day. Meanwhile one missing insurance certificate or guarantee can hold up the funds on settlement day.
How it works
- Tracks every loan from unconditional approval to settlement in the firm's deal system
- Sends clients an update by text or email at each step, from loan documents issued to funds ready
- Calls when a lender condition is still outstanding within five working days of settlement
- Explains each outstanding item in plain words, like why the bank needs an insurance certificate
- Passes settlement date changes and anything at risk to the adviser and settlements coordinator the same day
What it connects to
- AgentHi Grace, it's Lucy from Hearthmoor Lending Advisers with an update on your settlement next Friday. Your signed loan documents are back with the bank, so that step's done.
- GraceGreat. Is there anything else we need to do?
- AgentOne thing. The bank needs a home insurance certificate for the new house that names them as the lender, at least five working days before settlement. Your insurer can upload it to your client portal.
- GraceI'll call them today. Could we push settlement back a week? The movers can't do Friday.
- AgentYour lawyer agrees a new date with the seller's lawyer, and Hannah handles the bank side. I've flagged it for Hannah and Mia, our settlements coordinator, and Hannah will call you this afternoon.
Illustrative conversation. Names, numbers and details are made up.
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