Stonebridge updates Revolution trading platform

Mortgage and insurance network Stonebridge has completed a further series of updates and developments to its trading platform, Revolution.

The new features come as a result of user feedback and include: a summary page allowing users to view a list of all case notes; all key Stonebridge contact details  clearly displayed on the home page; a field has been added to record the name of the agent who has submitted any mortgage, life or general insurance (GI) policy; and ‘system generated’ and ‘user generated’ letter templates are 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 sees increase in AR numbers

The Revolution technical team have also completed a significant number of enhancements to the factfind element of the system including: allowing users to detail the rental income on the address page of the factfind and automatically adding this to factfind budget data; allowing permitted users to remove factfinds no longer required; adding a mandatory field to the early repayment charge (ERC) area of the address page, to clearly show the reason for a  client’s decision; and adding a postcode finder when filling out the ‘Employer/Accountant’ address.

This month also sees the completion of phase six of an 11-stage restyling project for Revolution; the last phase was completed in early June.

This ongoing project is underpinned by the overall aims of improving user navigation and ensuring the platform works more responsively on iPads and tablet devices.

The latest phase has also updated the look and feel of all pages within the Contact Information area, Tasks, Reports, Login, and Search.

The Revolution development team has also announced the pipeline tasks and amendments that will be completed as part of the next phase.

These include: further restyling; a new adviser dashboard; an equity release factfind; and the ability to export property portfolio data.

Tim Merrey, director of Revolution, said: “There continues to be a significant level of investment into Revolution, and as a result, we continue to be able to hit our multi-phase development milestones.

“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 month, we focused on enhancing the factfind element of the system with a range of new options that will make life easier for all that use them.

“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.

“Revolution absolutely does that, and we will continue to listen to feedback about what is required next and where we can continue to support our firms.”