Brokers have been asking lots of great questions about the Customer Portal and so we have captured them all in this one place.
This is the email branded as the broker that you will send to your clients inviting them to update their loan information, automatically by consenting to open banking or manually.
This is where we will maintain your Clients Loan Information to keep it live and up to date. If your clients consent to open banking then this data will be updated live but if they are not comfortable they can update their loan data manually.
The Customer Portal will mean that instead of relying on the lender to provide updated loan information for each of your clients, we can access this data live with Open Banking or by requesting that your clients provide this information manually.
Unfortunately it’s not a feature that you can opt out of because we need updated client loan data in order to process reprices. If your clients are uncomfortable consenting to Open Banking, then they can update the loan information manually.