OnPoint Financial & When You Move: a customer-centric collaboration
Whether it’s slow progress, manual processes or chasing conveyancers, most people would agree that buying a home can be one of the most stressful experiences of anyone’s life. OnPoint Financial and When You Move understand these frustrations and have been committed to creating platforms and services that improve the client experience.
In order to take this commitment to the next level, OnPoint Financial and When You Move has recently announced a partnership that will transform communication between clients, mortgage brokers, and conveyancers.
After seeing incredible success with their protection insurance policies, OnPoint Financial has launched a new service providing customers with exclusive mortgage offerings. Compared to traditional mortgage brokers, OnPoint Financial’s services will be centered around taking the stress away from their clients during the process. To do this, they will be using the When You Move conveyancing management platform as their sole platform to source and refer approved conveyancers, and manage case progress for an exceptional mortgage experience.
The idea behind this collaboration stemmed from each company’s customer-centric product offerings and parallel ambitions for the future.
“What’s great about this collaboration is our shared desire to change the way customers experience buying a home. We know that the current process is outdated, slow, and isn’t built around the customer’s needs. With the help of When You Move’s technology, we’re changing that.”
“Everything we do at OnPoint Financial, from our personal protection insurance to our mortgages, is centered around our clients. We provide a service different to anyone else, and we know the high level of standards that our customers expect. We’re excited to be collaborating with When You Move to create a much more transparent and streamlined mortgage experience for our customers.”
– Martin Lightbowne, CEO at OnPoint Financial
Both companies saw how manual processes, fractured systems and a lack of communication have had a detrimental impact on the home moving process. They felt clients were often left in the dark about one of the most important life decisions they’ll ever make. By implementing When You Move’s technology into their offering, OnPoint Financial are able to bring archaic processes up to date and offer a more efficient, transparent and personalised service to clients.
OnPoint Financial pride themselves on their commitment to giving their customer “simple, straightforward advice that just makes sense.” Unlike their competitors, they have a holistic approach in dealing with their customers, and ensure the entire process is tailored around the client. This customer-first approach means they guarantee 2 customer updates a week from the point of instruction. When You Move will support this SLA even further, giving real-time updates through notifications on the platform and the app.
When You Move uses a combination of innovative technology and approved, high-quality conveyancers, to bring excellence to conveyancing. This means that from one platform, with a consumer app, OnPoint Financial can access trusted, vetted conveyancers, manage progress and receive updates, for a service that reflects their reputation.
The long-term goal of this partnership is to truly redefine the customer experience during the home buying process, by improving communication and transparency. OnPoint Financial has ambitious growth plans for the future, and with When You Move’s technology they will have the referral ecosystem in place to achieve their goals.
“OnPoint is an ambitious, forward-thinking company, and this partnership shows this to the world. We’re bringing transparency and efficiency to the property transaction process, and giving OnPoint the technology to truly deliver on their promises.”
– Dan Rodgers, Chief Revenue Officer at When You Move
This is just the beginning of OnPoint Financial and When You Move’s collaboration, as they set out to improve the entire mortgage experience for everyone involved. We’ll be back later in the year to update you on their journey and share our insights on how this joint venture is transforming the industry.