Stonebridge unveils updates for Revolution platform

Stonebridge has announced the completion of more updates and developments to its wholly-owned trading platform, Revolution.

The mortgage and insurance network revealed that Revolution users will be able to access new improvements as a result of the network’s continual planned investment into the platform.
The new features include a summary page allowing users to view a list of all case notes in one place, as well as all key Stonebridge contact details – including those of BDMs and business standards managers – clearly displayed on the Revolution home page.

Stonebridge also indicated that a new field has been added to record the name of the agent who has submitted any mortgage, life or GI policy, while ’system generated’ and ‘user generated’ templates are now accessible and can be amended to suit branding.
Touchpoint’s menu system, the marketing function within Revolution, has also been amended to make the user journey smoother, Stonebridge added.
Revolution director, Tim Merrey, commented: “In our latest set of updates we have continued to listen to adviser feedback and  have been able to develop a range of amends and improvements requested by our users.
“This focus on securing marginal gains for our users does not stop and the team is already working on the next phase and ensuring that the investment we have placed in Revolution delivers real benefits for all.
“If the lockdown has taught us anything, it’s the value of having ultra-high-quality technology that can be fully relied upon, and can be utilised to ensure business continues whatever happens, and wherever advisers are working.”

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