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CD-Rom will speed mortgage business

Standard Life Bank is producing a CD-Rom designed to contain all the information that mortgage introducers need to conduct business.

The CD-Rom includes client information checklists in a portable document format, allowing documents to be printed out and completed while the client is present.

It contains client presentations which the broker can use in a client&#39s home on a laptop computer without having to link up to the internet.

There are links from the CD-Rom to the bank&#39s website, aimed at allowing introducers to apply for and service business online.

These links supply the latest product and pricing updates from the bank 24 hours a day, seven days a week. The CD-Rom is intended to let introducers complete business as fast as possible to maximise their income.

Sales and marketing director David Macmillan say: “For the mortgage introducer, time is money. Our CD-Rom presents a window of Standard Life Bank products and services to the mortgage introducer.

“Information remains at their fingertips, whether they are in the office or out on the road.

“With links to our website and with all the information required to write business available on the CD-Rom, the mortgage introducer is able to make a greater number of mortgage applications, saving them time and increasing their revenue.”


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