Technology Survey: please complete and you could win £100 of Amazon vouchers!

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?

Less than 6 months

6 months to 1 year

1-2 years

2 years+

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

Every 6 months

Every 12 months

Every 1-2 years

2 years+

Never

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

Very likely

Fairly likely

Maybe

Not at all

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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?

Daily

Weekly

Monthly

Occasionally

Never

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

Affordability calculations

Cost

Functionality

Criteria functionality

Whole of market coverage

Built in CRM

Prepopulation of forms

Ability to compare remortgages and second charges

Customer document storage

Application forms

Other (please specify)

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Yes

Some sectors (please specify)

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

Yes

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Very likely

Likely

Neither likely nor unlikely

Unlikely

Very unlikely

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

Yes

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* 19. Do you use an online conveyancing platform?

Yes

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

Yes

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

Yes

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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).

Yes

Comments:

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

Directly Authorised

Appointed Representative

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

Yes

Not applicable

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

Yes

Not applicable

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

Extremely important

Very important

Somewhat important

Not so important

Not at all important

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

Question Title

* 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.

Name

Email Address