Paragon launches second phase of Intermediary Portal

Paragon has launched the second phase of its Intermediary Portal, adding new features that allow brokers to manage customers’ applications more effectively.

The latest additions include the introduction of an alerts service to keep brokers informed as their application moves through the process. Paragon revealed brokers can choose to receive alerts via either text or email, how often they receive alerts as well as what they’d like to receive updates for.

The bank said it will also now be easier to upload a client’s property schedule via the Portal to support the underwriting process, and that intermediaries can upload the schedule via Paragon’s template or add it manually through the eTech property schedule template.

The Intermediary Portal, which Paragon launched in October 2019, provides enhanced product search with new pre-application mortgage illustrations, and added real-time case tracking. It also allows intermediaries to view all their buy-to-let applications in one place, upload and manage documents, and share cases with team members.

Paragon director of mortgage sales, Moray Hulme, said: “We have been pleased with how intermediaries have embraced the new Portal since launching last year and we’re always looking to make improvements. We always listen to feedback and this feature was one our brokers were consistently asking for.

“It’s important our intermediaries are able to search, apply and track cases in once place, in real-time, quickly and easily, from any device. The features we’ve added to the new intermediary portal are all designed to make that process even slicker.”

Paragon suggested it will continue to evolve its Portal and add new features based on feedback from brokers.

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