Our integration with Mortgage Advice Bureau (MAB) allows users to send referral details for any owners/buyers interested in mortgage services to MAB, removing the users' need to enter these details manually.
1. Setting up
Please email setup@smeprofessional requesting the webhook for the MAB integration. Once received, please pass this on to MAB.
MAB will then provide us with seven unique IDs required to complete the setup.
2. Owner/buyer details
2.1 Required
For an owner or buyer to appear on the Correspondence > Mortgage referrals page, their Interested in mortgage services field must be set to Yes. This field is located within the 'Finance and mortgage' tab of the owner/buyer record.
When submitting a referral, the below details are mandatory and must be provided. This information can be set within the owner/buyer record:
First name
Surname
Preferred email address
Preferred telephone number
GDPR consent date
Note: If the Date of Birth has not been set, we will send a default date of 01/01/1900. A note will be passed to MAB confirming that a default date of birth has been used and that the advisor should confirm this with the owner/buyer.
2.2 Optional
The following information is optional, but agents may wish to set these before submitting as it can be passed to MAB. This information can be set within the owner/buyer record:
Applicant reason for purchase
Mortgage basis
Applicant availability to buy
Mortgage advice sought
Total gross salary
3. Submitting a new referral
Go to Correspondence > Mortgage referrals
Locate the relevant record
Within the Submit referral column, click on the cloud icon
Users can use the Mortgage referral preview pop to review key details before submission, and if any required details are missing, these will be highlighted in red (shown below)
Once all required information has been provided, click on Submit to Mortgage Advice Bureau
The cloud icon will turn green upon submission, and the Status column will change to New.
To update the owner/buyer (where there are missing details or some information needs to be amended), close the preview pop-up and click on the edit pencil icon to access the owner/buyer record. Once updated, repeat the above steps to submit the referral.
4. Referral updates
MAB will send status updates to SME Professional as the referral progresses, so users can use the Status column as a reference point (shown below). For example, when a mortgage appointment is booked, the status on SME Professional will change to 'Appointment pending'.
5. Completing a referral
Go to Correspondence > Mortgage referrals
Within the Complete column, click on the tick icon
At this point, users have the option to set the owner's/buyer's Interested in mortgage services option to No
If unticked, the current referral will be closed, and a new referral row will appear (useful should the agent need to refer the individual again)
If ticked, the current referral will be closed, and no new row for the individual will be created (this is the default option)
Users can view closed items by clicking on Complete items
If an individual has been referred previously, the Previous referral column will show the status and date of their last referral.