HSBC offers its clients mortgage and mortgage appointments via Zoom


As Scotland withdraws from confinement and more non-essential stores opened, social distancing measures are still in place for face-to-face dates at banks and building societies.

But HSBC UK has devised a solution that takes advantage of the boom in videoconferencing and offers clients appointments for mortgage loans via Zoom.

Which means customers can get a mortgage without leaving their current home.

This will help those looking to remortgage with HSBC UK, or start a purchase request for a new property.

Customers can now get a mortgage without leaving their current home

The move means people can have face to face mortgage advice, using technology they may be familiar with coronavirus containment.

Any necessary supporting documents can also be electronically uploaded to the system by the customer, meaning they can take out a mortgage without having to leave the comfort of their home.

Limited hours of operation due to the coronavirus pandemic mean HSBC branches in the United Kingdom were unable to make a face-to-face appointment for mortgage advice.

The bank has offered mortgage appointments to clients by video in the past, but it was at branches.

Michelle Andrews, Head of Home Buyers at HSBC UK, said: “HSBC UK was one of the first providers to offer mortgage appointment by video, with this technology accessible only by appointment in our branches.

“This change meant that clients had better access to mortgage advice with more appointments available and more flexibility with appointment times, and clients would not be hampered by the availability of physically available mortgage advisors in a location. local branch.

“We have learned from our experience providing virtual mortgage appointments in our branch.

“The introduction of Focus on mortgage appointments goes even further and offers a solution to deal with the current situation.

“This will help us to work with our clients and continue to support them during this difficult time. For some it will mean they can buy their first property, for others it will mean being able to grow with a family that is growing. growing up or having decided to live with an extended family or elderly relatives.

Ms Andrews added: “We are able to meet all of our regulatory requirements to provide tailored advice remotely.

“All videos will have audio recording and we are using software that most people use at home and are familiar with. We believe this brings you as close as possible to a face-to-face meeting, without being in the same room. “

Learn more about the HSBC UK website here.

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