Iress to offer digital on-boarding solution from Burrow

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Burrow, a financial services software provider owned by DPR Group, provides customer-facing tools designed to engage prospects and shepherd them through the mortgage journey.

The deal with Iress will provide brokers with an online client qualification experience that uses a friendly chat-style interface to qualify the customer and deliver a mortgage report at the end of the process.

The customisable white-label service uses a combination of affordability, criteria and product sourcing within the mortgage report. It shows the available product options, reinforces adviser value and seamlessly delivers the lead into the broker’s back-office solution.

Burrow’s on-boarding tool is currently used by over 40 eKeeper customers and can be integrated into any back office solution.

The inclusion of Burrow on-boarding complements Iress’ platform by embedding a clear and engaging method for prospective and existing customers to interact with their broker.

In addition, leads generated by each customer interaction can then be nurtured in Iress’s flagship back-office solution, Xplan mortgage.

Pradeep Raman, head of the Burrow Digital Mortgage Platform, said: “The success of Burrow on-boarding continues to validate that customers need more qualified and relevant information at the start of their mortgage journey.

“More importantly, it starts the customer relationship far earlier into the process by building up trust and value of the broker.

“Having Iress endorsing our solution, we know their broker customers will see more qualified leads and overall better customer engagement.”

Dave Miller, executive general manager – commercial, at Iress, added: “With the world becoming ever more digital it’s essential that the mortgage process keeps pace.

“A digital on-boarding solution is an intrinsic part of this drive to digitisation and partnering with Burrow keeps our customers well ahead of the innovation curve.”