Technology for Mortgage Intermediaries survey

Thank you for agreeing to complete this survey.  Responses will be used to form a special report, which will give a detailed picture of the technological solutions available to mortgage intermediaries.

The report is designed to assist advisers in selecting software solutions for mortgage sourcing, criteria and affordability research, CRM, conveyancing and other areas.

This will be the second edition of the Technology for Mortgage Intermediaries report and will include comparative analysis, as well as looking at the issues of data ownership and portability.

Your responses will remain confidential and no individual will be identified.

All respondents will be entered into a prize draw and the winner will receive £100 in Amazon vouchers.

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* 1. How long have you used your current primary sourcing system?

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* 2. How often do you review your sourcing system requirements?

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* 3. How likely are you to switch your sourcing system over the next 12 months?

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* 4. How many sourcing systems do you use?

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* 5. How often do you use an alternative sourcing system?

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* 6. What are the top two most important factors when reviewing a sourcing system?

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* 7. How important is the ability to compare mortgage criteria?

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* 8. How important is it to compare mortgage criteria within a sourcing system?

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* 9. How important is the ability to compare lender affordability calculations?

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* 10. How important is it to compare lender affordability calculations within a sourcing system?

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* 11. How important is it to source protection within a sourcing system?

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* 12. How important is it for your system to offer integrated sourcing for bridging loans/second charges/equity release?

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* 13. Can your current system source bridging loans/second charges/equity release?

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* 14. Can your current system compare remortgages to second charges?

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* 15. How important is it to compare remortgages to second charges within a sourcing system?

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* 16. How important is the idea of a truly 'end-to-end' mortgage platform?

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* 17. Do you think any single system will be able to effectively source all types of specialist lending product?

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* 18. Do you use a dedicated CRM system for mortgage brokers/financial advisers?

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* 19. Do you use an online conveyancing platform?

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* 20. Do you use an online anti-money laundering platform?

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* 21. Are you aware of your systems' policies towards data retention and ownership?

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* 22. Have you tried to transfer data from one system to another? (e.g. when migrating to a new CRM system). 

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* 23. Are you Directly Authorised or an Appointed Representative?

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* 24. Would you use a different sourcing system if your network allowed it?

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* 25. Have you ever switched network because of the sourcing technology you were required to use?

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* 26. How important is it to be able to access a sourcing platform on a mobile phone?

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* 27. Any further comments about your experiences with mortgage intermediary-focused technology?

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* 28. Thank you for taking part. Please provide your work email to verify you are a mortgage intermediary and to be entered into the prize draw for £100 worth of Amazon vouchers. Your data will not be shared and your answers will be treated in strict confidence.

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