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CONTENTS

  • Unique Selling Points
  • Fee Scale
  • Submit Business
  • Contact Details
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Peter Armstrong, CEO of one of the UK's largest conveyancing operations, Optima Legal, has commented,

"Our strategy has, for some time now, been to work closely with brokers and others involved in the financial services market to develop bespoke solutions that correspond directly to the range of products on offer and to the various types of customer being served. I am convinced that Personal Touch's new conveyancing platform, is a market leader in terms of simplicity, efficiency, added value and income generating opportunities offered to mortgage brokers.

In addition the advantages of the new platform to the conveyancing process will significantly improve customer service - something that can only result in new business opportunities for everyone involved."


Unique Selling Points:

Optima Legal is a specialist conveyancing firm, which, from a single site office in Newcastle Upon Tyne, carries out conveyancing transactions for mortgage brokers and their customers throughout the UK.

We use state of the art technology and processes that enable us to deal with in excess of 45,000 transactions each year.  We adhere to rigorous levels of customer service which means that our standards are among the highest in the industry and our complaint rates among the lowest.

We specialise in dealing with broker led referrals providing a wide range of services, which include:

  • Conveyancing for home movers
  • Conveyancing for remortgage customers
  • Specialist buy-to-let services
  • Premium conveyancing for high net worth customers
  • Specialist services for buyers of new-build homes
  • Equity release legal services

In addition we can offer brokers variety of specific benefits including:

  • Referral based income streams for many services
  • Ease of use with the ability to instruct on transactions quickly
  • and efficiently via toolbox and conveyancing box.
  • Online case tracking through toolbox and conveyancing box
  • Dedicated communication channels
  • Fast turnaround times

Overall we see it as crucial to treat broker as important and integral players in the process. We see you as allies in the achievement of a common goal - the completion of a mortgage or home move- and we like to involve you as a means of enhancing communication with both the lender and the customer.

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Fee Scale:

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Each Broker will receive £100.00 per referral


Contact Details:

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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.