HSBC launches Mortgage Portal for brokers
Media enquiries:
Jacqui Coleman
E-mail: jacqui.coleman@hsbc.com.au
Lillian Birchall
E-mail: lillian.birchall@hsbc.com.au
Christine Artin, Head of Channels, HSBC Australia, said: “We are committed to providing the best tools to enhance the experience for brokers and customers. With more Australians using a broker to secure their home loans, it’s never been more important to help brokers achieve more in less time, and at HSBC we are here to help them.”
The new Mortgage Portal provides many automated benefits, such as:
Automated pricing tool
Brokers get access to instant pricing decisions for new and existing loans with an ability to escalate if needed. Instant pricing that is approved is sent straight to origination systems using application programming interface (API) technology.
Enhanced access to product information
The new platform provides easy access to important information regarding policies, procedures, products, calculators, and turnaround times all within a simplified layout along with enhanced search functionality.
Better portfolio management
With Mortgage Portal, brokers have a clear view of all applications and settled loans.
Brokers can access a high-level overview of all active applications including information on loan and security information, rates, and status tracking.
For settled loans, brokers can easily check details on products, interest rates, repayment amounts, frequency, and loan terms and can raise new pricing requests.
“The feedback from brokers who have piloted Mortgage Portal over the last few months have been extremely positive. They have called out how easy it is to find detailed client information and do pricing all within the same part of the platform,” Artin added.
HSBC currently partners with aggregator groups Lendi Group, Mortgage Choice, Astute and AFG.
HSBC Australia
In Australia, the HSBC Group offers an extensive range of financial services through a network of 33 branches and offices. These services include retail and commercial banking, trade finance, treasury and financial markets, payments and cash management and securities custody. Principal HSBC Group members operating in Australia include HSBC Bank Australia Limited (ABN 48 006 434 162 AFSL/Australian Credit Licence 232595) and The Hongkong and Shanghai Banking Corporation Limited (ABN 65 117 925 970 and AFSL 301737).
HSBC Holdings plc
HSBC Holdings plc, the parent company of HSBC, is headquartered in London. HSBC serves customers worldwide from offices in 60 countries and territories. With assets of US$3,099bn at 30 September 2024, HSBC is one of the world’s largest banking and financial services organisations.