Tech Hub
We know how much difference the right technology can make to the speed and accuracy that you can deliver to your customers. So we have worked with some of the Technology providers in the Mortgage Market to offer beneficial rates and facilities to our Legal & General Mortgage Club members.
In the following tabs we have detailed the features offered by the systems and outlined negotiated rates for our Club Members.
Sourcing Systems
Mortgage sourcing at your fingertips
As a valued member of Legal & General Mortgage Club, we give you access to leading mortgage sourcing systems. This allows you to source all of our Mortgage Club exclusives, as well as accessing lenders' core product ranges.
We've negotiated rates for Iress (Trigold / Xplan Mortgage), MortgageBrain (Classic / Anywhere) and Twenty7Tec (MortgageSource) so you can choose the sourcing system that best suits you.
For more information or to find out about joining L&G Mortgage Club, please speak to our Mortgage Support Services team on 01226 230504. (Lines are open between 9am and 5.30pm, Call charges may vary. Calls will be recorded and monitored for training purposes)
Iress (Xplan Mortgage)
- Powerful, accurate whole of market mortgage and protection sourcing online
- Data powered by Trigold
- Protection sourcing powered by The Exchange
- Full range of client engagement toll to assist recommendations and sale
- Multi-device, multi-browser
- Hosting, back-up and upgrades managed by Iress
- L&G Mortgage Club Members will benefit from a price of £20.00 + VAT pmpl * ††
Iress (Trigold)
- Powerful, accurate whole of market mortgage sourcing
- Access both intermediary and direct products
- Everything you need to complete mortgage cases
- Full compliance suite
- Additional features for loans, insurance and conveyancing
- Simple, intuitive
- Free online training
- L&G Mortgage Club Members will benefit from a price of £20.00 + VAT pmpl * ††
MortgageBrain Classic - Product Sourcing
- Desktop Based (Offline system)
- Whole of Market Sourcing with 200+ filters to source the right product match
- 99.9% accuracy of product information
- Unmatched and/or withdrawn products displayed alongside reasons why
- Compare multiple soucing scenarios with multiple tabs
- Meets latest FCA requirements for compliance and transparency
- Integrated with Criteria Hub for product and criteria sourcing in one jourmney
- L&G Mortgage Club Members will benefit from a price of £20.00 + VAT pmpl * ††
MortgageBrain Anywhere - Product Sourcing
- Online system - optimised for use on mobile devices
- Whole of Market Sourcing with 200+ filters to source the right product match
- Automatic daily product updates with 99.9% accuracy of product information
- Unmatched and/or withdrawn products displayed alongside reasons why
- Compare multiple soucing scenarios with multiple tabs
- Meets latest FCA requirements for compliance and transparency
- Integrated with Criteria Hub for product and criteria sourcing in one jourmney
- L&G Mortgage Club Members will benefit from a price of £20.00 + VAT pmpl * ††
Twenty7Tec
- Future of Mortgage Sourcing is here
- 1st and 2nd charge mortgage sourcing and comparison (including further advance) – all from a single screen
- Intelligent sourcing system (use as many or few fields as you wish)
- Criteria based sourcing system. Utilising up to 400 pieces of criteria per product
- Compare Porting & Rate Switch Products
- Bridging & Secured Loans
- Equity Release and Later Life Lending (inc RIO) – Within the same research
- BTL stress testing in line with PRA recommendations
- Cloud based technology – a single set of system requirements and spec. Working on any device, system or setup
- Real Time Product updates. No update button
- Configurable True Cost & Product Near Misses support your result list
- Bespoke lender panels, down to individual adviser level
- All Mortgage Clubs and Exclusive products supported. Bespoke panels and customisation
- Choice - Available via API, Standalone or Hand-off integrations
- Please use the button below to email your Free 30 Day Trail request
- L&G Mortgage Club Members will benefit from a price of £10.00 + VAT pmpl * ††
Qualifying criteria: to be eligible for these discounts, each licenced user of the selected mortgage sourcing system will need to complete a minimum of 4 cases per month through the Legal & General Mortgage Club payment route, assessed initially over a 3 month period and thereafter on a monthly rolling basis.
Legal & General reserves the right to terminate access to the discounted rate for the selected mortgage sourcing system if this threshold is not met.
* Price per month per licence - Price correct as at May 2019. Not available to Brokers with existing supplier contracts.
†† To benefit from the discounted prices, all payments must go through an L&G payment agreement.
For more information or to find out about joining L&G Mortgage Club, please speak to our Mortgage Support Services team on 0345 0260092. (Lines are open between 9am and 5.30pm, Call charges may vary. Calls will be recorded and monitored for training purposes)
CRM
At Legal & General Mortgage Club, we have reviewed the benefits of several CRM systems offered by our partners, so that you can choose the most suitable one for you. Our aim is to encourage a "Frictionless mortgage" process, and we believe these CRM systems will help you move closer to achieving this.
We have also negotiated a range of beneficial rates for L&G Mortgage Club members, if you would like to know more about the benefits of joining L&G Mortgage Club please contact our Mortgage Support Services Team on 01226 230504. (Lines are open between 9am and 5.30pm, Call charges may vary. Calls will be recorded and monitored for training purposes)
For more information on the Products listed, and to arrange a demonstration, please contact the supplier via the link provided.
CRM |
360 Lifecycle |
Intelligent Office |
Smartr365 |
The Key |
Xplan Mortgage |
Client portal |
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Introducer portal |
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On-line fact find |
Target Q1 2020 | ||||
ID Verification |
Target Q2 2021 |
Future release |
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Credit check |
Future Release |
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Income check |
Future Release |
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Document sign |
Future release | ||||
Eligibility |
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Document share |
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Property valuation |
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Criteria search |
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Conveyancing referral |
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Compliance |
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Mortgage sourcing |
Additional Licence cost | ||||
Digital lender submission |
Target Q1 2021 |
Target Q4 2019 |
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Target Q1 2020 |
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Lender Doc share |
Target Q1 2021 |
Target Q4 2019 |
Target Q1 2020 |
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Target Q1 2020 |
Bulk Proc fee submission (L&G) |
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Protection sourcing |
Additional Licence cost |
Third party Licence cost |
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GI sourcing |
Additional Licence cost |
Third party Licence cost |
Target Q1 2020 | ||
L&G Mortgage Club member pricing |
From £60 +VAT pmpl ∗ |
From £61 +VAT pmpl ∗ |
Discounts up to 30% †† |
From £52.50 +VAT pmpl ∗ § |
From £68 +VAT pmpl ∗ |
Disclaimers/Pricing terms |
∗ Per month per licence Not available to Brokers with existing supplier contracts. |
∗ Per month per licence Not available to Brokers with existing supplier contracts. |
†† Dependent on licence volume. |
∗ Per month per licence Not available to Brokers with existing supplier contracts. § L&G Payment agreement required. |
∗ Per month per licence Not available to Brokers with existing supplier contracts. |
Supplier website |
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Supplier contact |
0771 8073235 |
0203 814 2813 |
0208 059 0700 |
07876 717912 |
07876 475436 |