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Stonebridge improves personalisation and factfind function of Revolution platform

Jessica Bird

August 7, 2020

stonebridge revolution

Mortgage and insurance network Stonebridge has further developed its wholly-owned trading platform, Revolution, with a focus on its Introducer Portal and additional enhancements to factfind.

Users of Revolution who utilise the Introducer Portal will see added functionality enabling them to select their own themes and logos, providing a personalised portal in keeping with their brand.

Stonebridge also added a number of upgrades throughout July, including: ensuring debt consolidation is allocated to the correct client mortgage, preventing duplication; enhancing the Terms of Business (ToB) functionality, allowing users to ensure the communication only goes to the selected client; adding official registered company details of the user to the client portal footer; and a full redesign of the ‘Quotes and Policy’ page layout.

The Revolution technical team has also completed a number of further improvements to the factfind element of the system including: portfolio property export – users are now able to export a list of client properties into Excel, and also see associated mortgage details alongside the property; the ability to enter credit card limits; default entries of ‘£0’ for ‘other income’ and ‘employed/self-employed income’ on the factfind interface, eliminating having to enter the same value multiple times.

The Revolution team has also continued with its 11-stage restyling project for Revolution improving user navigation and ensuring the platform works more responsively on iPads and tablet devices.

Tim Merrey, director of Revolution, said: “There are various parts of the Revolution system which we know are vitally important to our member firms, and the Introducer Portal is undoubtedly one of them.

“Ensuring that users are able to portray their correct brand visuals to their introducer contacts means they are able to present the right image to these valued introducers.

“We’ve also been able to respond to member firm requests for changes within the system, particularly those that can ensure administration is kept to a bare minimum.

“Our Revolution development team are able to do this, as well as ensure our structured changes are completed, because we have all the resources we need, given the ongoing investment that Stonebridge is making into the system.”


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