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My Mortgage Partner

Designed to bring you and your
customers closer

Meet My Mortgage Partner

Built around long-term customer engagement and retention, My Mortgage Partner provides members with a digital presence in their customers’ pockets, helping them support borrowers during the mortgage journey, remain front of mind after completion, and create timely opportunities for future mortgage, protection and GI conversations.

Stay Front Of Mind.
Build Long-term Loyalty.

Built exclusively for Stonebridge members, My Mortgage Partner has been designed to help bring firms and their customers closer together with even more visibility, confidence, and connection.

Even simpler onboarding

Customers accept the Terms of Business and complete the fact find, saving time and getting things moving sooner.

Reduces the paperwork chase

An even easier way for your customers to securely share documents, reducing back-and-forth and helping their case progress more efficiently.

Supports quicker, easier conversation

Respond to customer questions, quickly send an update, and keep the conversation moving in one convenient place with secure chat functionality.

Gives effortless updates

Customers stay informed with milestone updates, giving them greater visibility and reducing their need for status-chasing.

Keeps your relationship going

Stay connected after completion, helping you support your customers protection and GI needs as well remortgaging. Helping you build long-term customer loyalty.

What our members say

My clients can now communicate with me, send documents and track their whole mortgage journey through a fantastic, easy to use app which uses my company branding.  As a brand new start-up company this incredibly enhances the customer experience and the professional image of my company. 

S
Scott
Business Principal

I'm really impressed with the My Mortgage Partner app. It's a great way for clients to securely upload their documents, and the live chat feature is a brilliant addition. Being able to communicate with clients at the touch of a button makes things so much easier for both us and our clients.

J
Joe
Business Principal

My Mortgage Partner FAQs

Everything you need to know about My Mortgage Partner

My Mortgage Partner is an app designed to help mortgage advisers stay connected with their customers throughout the mortgage journey and beyond. It gives customers one place to follow their mortgage application, share documents, communicate with their adviser and keep track of important mortgage and protection information after completion.

For advisers, it helps maintain customer relationships, encourage repeat business and create opportunities for future mortgage, protection and general insurance conversations.

My Mortgage Partner is currently available free of charge to Stonebridge member firms. It is fully integrated with our Revolution platform.

If you’re interested in using My Mortgage Partner, you can contact us to find out more about joining the network and accessing the app.

Yes. For Stonebridge member firms, My Mortgage Partner reflects a firm’s branding, helping customers maintain a connection with the business they know and trust.

This means the app provides a digital presence for your firm on your customers’ devices, rather than presenting a completely generic experience.

Yes. My Mortgage Partner is available through the Apple App Store and Google Play. A web-based version is also available.

My Mortgage Partner is included free of charge for Stonebridge member firms.

If you’re interested in My Mortgage Partner and want to understand how it could support your business, contact us to discuss the app, its features and how you could access it as part of the network’s proposition.