The new document generation (Doc Gen) software means that after a proposal has been approved brokers can generate individual deal documents or a suite of documentation at the push of a button, rather than entering details manually, reducing the possibility of making an error.
Doc Gen provides brokers with easy access to proposal documentation and enables them to edit and resubmit proposals for approval. In addition, introducers can view and confirm they have met any underwriting conditions, helping to streamline the process by answering any queries and ensure faster pay out.
Vincenzo Scalzone, Head of Broker, Asset Finance, Hampshire Trust Bank, said:
“We launched our web portal less than 12 months ago and have focused on introducing Doc Gen so quickly, within such a tight timeframe, because we understand how important it is to brokers. This is a significant enhancement to our web portal and will help our introducers to quickly and simply generate necessary deal documentation, ensuring they have more time to focus on growing their business. This capability cannot be underestimated.”
Our web portal works together with our app, meaning that whether brokers are working on a desktop computer or are out of the office on a mobile they can always calculate commission and customer payments.
“In addition to the calculating capability that is also provided by our app, the web portal offers a host of extra features that are designed to streamline the application process, more are in the pipeline.”
Read more about our Asset Finance division.