Enjoy discounted access to Mortgage Metrics and help your customers secure the best possible rate
Still manually monitoring your pre-completion rates to ensure your customers are getting the best possible deal?
There is another way. Introducing Mortgage Metrics.
Who or what is Mortgage Metrics?
It’s a new mortgage rate alert system that tracks thousands of rates on Product Transfers, Remortgage and Purchase, from 20 mainstream lenders.
Tell Mortgage Metrics about your active case, and it’ll alert you to any rate reductions from that lender between application and completion.
Saving you precious time and energy – and your customers potentially huge sums over the lifetime of their mortgage.
Not only that, but it’s also a fantastic tool for proving easily and compliantly that you’re fulfilling your obligations to your customers.
25% off Pro plan as a PMS member
Subscribe to Mortgage Metrics’ Basic plan and, as a PMS member, you’ll enjoy a free upgrade to their Pro plan – giving you alerts on unlimited cases for just £15 per user, per month.
Simply sign up and when you receive your welcome email from Mortgage Metrics, reply stating you’re a PMS member (including your FCA number!) and they’ll apply your free upgrade – equivalent to a 25% saving.
Sign up today
Free, no-obligation trial
Want to see how it works before you sign up?
Take advantage of a Mortgage Metrics’ 7-day free trial, and you’ll instantly be able to track 25 of your active cases.
Try it now
Getting started
To set your first alert, click the ‘New alert’ button. You’ll be asked to enter a few basic details about the mortgage (but no personal customer data). Click the ‘Find product’ button.
Select the product that you’ve already secured for your customer from the returned list. Enter a case reference (perhaps their name) and click ‘Create alert’. The alert is now set and will appear on your dashboard.
Repeat the process to create more alerts for other cases. The list of cases on your dashboard will grow.
When a new lower rate is available for any of the cases on your dashboard, you’ll receive an email from Mortgage Metrics; you’ll also see the respective case highlighted in green.
Click into the case to see the new lower rate that’s available, along with the associated estimated monthly saving.
Secure the new rate for your customer with the relevant lender however you’d do that normally, then update the alert in Mortgage Metrics by selecting the product with the new highlighted rate (see above screenshot); it’ll then display as updated on your dashboard.
The process starts all over again and you’ll be alerted if there are any further rate reductions before completion.