Mortgage Brain has delivered a new, bespoke API for the Bath Building Society which provides advisers with the ability to carry out detailed criteria searches based on their client.
Advisers can source products from the Bath:
- by category ‒ which encompasses factors like whether the client is adverse or not, or the property type
- by topic ‒ for example whether they are expats or based on credit scoring
- by keyword
The search works dynamically, so search results are refined as the adviser types.
The project follows the Bath’s recent redevelopment of its borrower-facing portal, which was aimed at delivering a refined user experience. The mutual then worked closely with the Criteria Hub team ‒ Mortgage Brain’s criteria-based sourcing solution ‒ to develop a solution which would allow them to update all of the lender’s criteria on Criteria Hub, while using this information to power the borrower portal.
Ben Hutchings, mortgage sales manager at the Bath Building Society, said: “We are delighted with the results of our collaboration with Mortgage Brain. Everyone at Bath Building Society is passionate about delivering the best possible user journey for borrowers and advisers alike, and by partnering with Mortgage Brain we have been able to implement the sort of insightful technology that makes that possible.”
Neil Wyatt, sales & marketing director at Mortgage Brain, added: “Collaborative projects like this are a point of pride for the team at Mortgage Brain. We are proud we can help lenders to champion what’s important to them, using our skills and experience to develop solutions that deliver a smooth and streamlined experience to advisers and their clients.”
