Hampshire Trust Bank launches new broker portal
Jul 27, 2021 ~2 minute read

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Hampshire Trust Bank (HTB) has launched its new broker portal allowing brokers to submit, upload and track applications online.

The new portal, PUMA for Intermediaries, has been launched following a successful pilot and will be used for all new applications.

Lisa Crane, operations director at HTB, said:

“Following a hugely successful trial with a number of our introducers, I’m pleased to be able to invite all our brokers to register to use the portal: we have emailed all our brokers with details together with an activation link”.

PUMA for Intermediaries allows brokers to submit new applications, upload documents and track cases online. This elimination of paperwork means improvements in efficiency and turnaround times.

Once a case has been uploaded on the portal, there’s no need for a further application – users receive automated updates and cases can be tracked in real time”.

PUMA for Intermediaries has been created from scratch internally within HTB during the pandemic – nothing stops us in our drive to improve the service we provide to our brokers.

I would like to give a shout out and a huge thank you to all the developers, analysts and testers who have worked tirelessly from their bedrooms and kitchen tables to get us to this point”.

Phil Jay, director at Complete FS – a brokerage invited to trial the new portal said:

“We’ve been very impressed with the new portal; how easy it was to set up and use, the quality of the support and documentation and the way it has enabled us to streamline doing business with HTB.

There are no more lengthy email chains or need for multiple applications – once the case is registered, it’s all systems go and we receive updates at each stage of progression”.

Marcus Dussard, pictured, sales director at HTB added:

“The HTB way of doing business is very much about a personalised approach: it’s how we’ve earned our reputation for being a truly specialist and award-winning lender.

So, whilst the new portal is, of course, a great facilitator to even better turnaround and service, I want our brokers to know the full team: BDMs; Lending Managers, Lending Assessors, Underwriters and Completions Officers are just as accessible as before to discuss and support each case”.

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