The firm called the innovation “the latest step in its drive to streamline the advice process for its mortgage and protection members, with the launch of a new conveyancing solution in partnership with leading panel manager Aventria”.
Driven by application programming interface (API) integrations, the tech-focused solution provides real-time adviser and client status updates on any instruction.
The conveyancing portal allocates adviser referrals through a performance-driven algorithm, which incentivises solicitors based on their performance – rather than solely solicitor capacity – encouraging the delivery of higher service standards.
The portal enables advisers to quote, instruct and stay updated at each step of the process, as a customer’s case progresses through to completion.
Martin Schultheiss, group managing director at Sesame Bankhall Group, said: “We’re determined to help transform the mortgage process for advisers, which in turn will enable them to offer a more compelling service to their customers.
“This latest initiative is another important piece of the jigsaw.
“Aventria’s conveyancing technology will deliver the digital innovation needed to streamline this part of the mortgage process, and help us to realise our future ambitions.
“Our new conveyancing solution gives our members access to a bespoke panel of service-focused solicitors across the UK, working to high standards and offering fixed costs to the customer.”
Commenting on the new partnership, Alan Young, Chief Commercial Officer at Aventria, added: “SBG is very forward thinking in terms of the improved mortgage advice experience it’s looking to deliver, and we’re excited to be working with its members on this journey.”