Client referral technology is the latest launch by Personal Touch in the hope to secure more business.
The technology – ‘Virtual Introducer’ – will provide Personal Touch members with access to new customers from over 500 UK estate agents.
The technology is integrated with MoveIT which is a home moving referral tool for estate agents designed by technology solutions provider Property Software Group (PSG).
Jane Cross, chief executive of Personal Touch Financial Services, said: “We are delighted to bring this exclusive service to our advisers.
“At Personal Touch we are determined to show how effective technology systems and initiatives can actually help advisers to maximise their business opportunities and offer a high quality and efficient service to their clients.”
Exclusively to Personal Touch members, mortgage referrals are being integrated within the technology which aims to diversify portfolios.
This comes after the recently launched Virtual PA which identifies new opportunities within existing client bases.