We are equally excited about our service
What We offer
Non regulated business
We are a non regulated business only employing administration people , we have no sales functionality and are not able to give advice to any clients.
Service Support
If you want to use the service support you will be allocated a protection and a mortgage administrator both of whom you will be able to communicate through the Optibroker system.
Administration Arrangements
These administrators do not need an additional Optibroker licence so can easily support your existing administration arrangements without any hidden costs.
Administrator Authorities
OptiAdmin will ONLY have sight of the clients that you allocate to us and will only have administrator authorities within the OptiBroker system.
Obscure Questions
As we all know different life, critical illness, income protection and course mortgage providers can ask some seemly obscure questions.
Opti-Administrator
When this happens your Opti-Administrator, should you wish, can communicate through the portal with your client direct and obtain any necessary or missing information allowing us to ensure a high level of accuracy with any application whilst taking some of the heavy lifting away.
Timesheets
The service is a pay as you go basis and your administrators will produce timesheets to show the hours we work on a case by case basis.
System Audit
The hourly rate is £45.00 per hour, but you are ONLY charged for the time we work and at no other time. The system audit facility will show when your administrator is working on the case allowing you the peace of mind you are only be charged for the service you receive.
Halifax application
Why per hour and not per case – simple different cases have different complexity, its fair to say a Halifax application is different to Paragon application in terms of time and complexity.
Quick Contact
Have questions? Drop us message and we'll get back to you as soon as possible.
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