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

  • Desktop Based (Offline system)
  • Whole of Market Sourcing
  • Twice daily product updates available
  • Compare side by side multiple re-mortgage and second charge products
  • 99.9% accuracy of mortgage product information
  • 200+ filters to find the right match between customer and product
  • Multiple sourcing by client - compare and save different scenarios
  • Integrated with Mortgage Trading exchange (mortgage submission)
  • L&G Mortgage Club Members will benefit from a price of £20.00 + VAT pmpl * ††

30 Day Free Trial

Free Product Training
 

MortgageBrain Anywhere

  • Online system
  • Whole of Market Sourcing
  • Automatic daily product updates
  • Compare side by side multiple re-mortgage and second charge products
  • 99.9% accuracy of mortgage product information
  • 200+ filters to find the right match between customer and product
  • Multiple sourcing by client - compare and save different scenarios
  • ESIS illustration and new KFI for all lenders
  • L&G Mortgage Club Members will benefit from a price of £20.00 + VAT pmpl * ††

30 Day Free Trial

Free Product Training
 

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 * ††

Free 30 Day Trial

* 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 01226 230504. (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

Introducer portal

On-line fact find

Target Q1 2020

ID Verification

Target Q3 2019

Target Q3 2019

Credit check

Target Q3 2019

Income check

Target Q3 2019

Document sign

Eligibility

Document share

Property valuation

Criteria search

Target Q3 2019

Conveyancing referral

Compliance

Mortgage sourcing

Additional Licence cost

Digital lender submission

Target Q4 2019

Target Q4 2019

Target Q3 2019

Target Q1 2020

Lender Doc share

Target Q4 2019

Target Q4 2019

Target Q1 2020

Target Q3 2019

Target Q1 2020

Bulk Proc fee submission (L&G)

Protection sourcing

Additional Licence cost

Additional Licence cost

GI sourcing

Additional Licence cost

Additional Licence cost

Target Q1 2020

L&G Mortgage Club member pricing

From £60 +VAT pmpl ∗

From £61 +VAT pmpl ∗

Discounts up to 30% ††

From £60 +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

360Lifecycle

Intelliflo

smartr365

the-key

xplan-mortgage

Supplier contact

Brod Whiting

07445 237006

John-Paul McCarthy

0203 814 2813

Robin Parker

07740 918383

Matt Surridge

07876 717912

Stephen Cowdell

07876 475436