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Primary servicing

Free up your time by handing over all of the time-consuming administrative tasks required within primary servicing.

Other core services

With our expertise and experience, we can perform all of the day-to-day administrative tasks required within primary servicing – whatever size your loan or portfolio. And the best thing of all, is that we’re totally flexible to your needs. We can service all types of loan, mortgage or collection accounts and manage almost any size of portfolio, and our systems can be tailored to meet your exact needs in a cost-effective way.

Through managing this side of your business, our experienced team are dedicated to providing the best possible experience for your customers while reducing your costs and increasing portfolio profitability. Once you’ve signed up to our services, you will have an industry-qualified account manager appointed to oversee the processing of your portfolio, and who will always be on hand to help with any query. This account manager will implement your policy decisions while remaining accountable to, and auditable by, you.

Our primary servicing options include:

  • Managing all customer communications – whether these are queries, customer detail changes, communication suites and more, with full audit trails maintained
  • Set-up loans and portfolio migration
  • Account maintenance – including statements, redemptions, insurance, tenancies and so on 
  • Interest rate changes
  • Payment processing
  • Early arrears management
  • Detailed reporting suite including regulatory requirements, KPIs and SLAs
  • Title deeds and Land Registry management
  • New lending and loan modifications – including conversions, extensions, the transfer of equity, porting, further advances and so on, as well as associated FCA Part IV Permissions for mortgages
  • Regular client reviews/meetings
  • Operating a full electronic imaging database
  • Regulatory compliance including customer complaints
  • Provision of either white labelled, bureau or legal title holding servicing