Enterprise Finance has upgraded its recently-launched Apex broker portal, with the addition of ‘milestone’ case tracking.
Apex has been live since January, providing a single platform for sourcing, referral and case tracking for Enterprise’s broker partners.
The master broker says that Apex was designed upfront to comply with European Mortgage Credit Directive (MCD) processes. The portal retains MCD-relevant features like auto-recorded search logs that can be exported.
The latest upgrade features a ‘milestone’ case tracking system. This means brokers can now view the outstanding steps each case requires as well as reading bespoke progress notes on each case.
Harry Landy, sales director at Enterprise Finance said: “In a competitive marketplace it is hugely important for brokers to meet the needs of both their clients and regulators by sourcing, tracking and referring cases with ease and precision. Enterprise Finance’s updated Apex portal is a platform that has been designed with this firmly in mind, and provides brokers with a refreshingly easy-to-use interface without compromising on accuracy. Our latest upgrade keeps Apex at the leading edge.”
“The Mortgage Credit Directive means more brokers have to consider second charge mortgages on more occasions. Using the Apex portal makes finding alternative finance solutions and complying with the regulations as easy as possible at every step. Brokers can therefore significantly reduce the work needed to meet the Directive’s obligations whilst delivering great outcomes for customers.”
