STAMP DUTY HOLIDAY DEADLINE

Toolbox Support hub

WHAT Is toolbox?

Toolbox is an intelligent technology solution and an award winning platform, built with advisers for advisers.

Toolbox is TMA Club’s own digital front-to-back office system designed for brokers to use in the advice process with their customers, and to operate their businesses efficiently and compliantly.

Toolbox provides Directly Authorised Brokers with Mortgage, Protection, GI and Equity Release permissions with  multiple functions within one system (click on the icons below to learn more). Here are some of the key areas of functionality used by brokers:

VIRTUAL PA
Lead generation through Virtual PA mining your data to provide sales opportunities
B&C QUOTATIONS
Provide your clients a B&C policy from our 5 providers
CASE REVIEW CHECKS
Feedback on Compliance case reviews
TRAINING MATTERS
Link through to our optional CPD Test portal
TASK ALERTS
Diary management system for advisers and admin support, which will provide efficiency in your pipeline management
BUSINESS MANAGEMENT REPORTS
Full suite of reporting information for you to be able to manage your business successfully
INTERGRATED SERVICES
Various integrated partners to provide you time-saving solutions throughout the advice process
DUE DILIGENCE
Know your customer – Use our integrated EIDV check through Experian
CLIENT PORTAL
Interactive portal for you to communicate with your clients in a safe and secure environment, saving you time and providing valuable information upfront

HOW CAN IT HELP YOUR BUSINESS?

TMA Club want to give advisers the right tools for the job, so they can focus on their customers and grow their businesses. Toolbox is designed to streamline processes and make life easier for brokers and their customers. With so much functionality in one platform, it saves using and paying for multiple systems.

WHAT MAKES toolbox unique?

AS TOOLBOX IS AN IN-HOUSE SOLUTION, IT CAN BE ADAPTED QUICKLY IN LINE WITH MARKET, LENDER AND PROVIDER CHANGES.

Intermediary feedback is gathered regularly to ensure that Toolbox delivers world class experiences for all users, in particular meeting customers’ needs.

As a purpose built technology solution, TMA have full influence of direction for enhancements whilst ensuring user experience and data security is at the core of decision making. In essence, TMA Club are not restricted by third party solution limitations – it is all our own making. Our approach means that brokers and their customers are at the centre of our technology.

Registration Process:

TMA have their own registration form for Toolbox as per the below. Once completed please return to customerservices@tmaclub.com

Register here

Contact details

If you have any questions about TMA Toolbox, please contact the team on 0330 303 0236 or email customerservices@tmaclub.com.

Toolbox Support

If you need any further support or guidance, please click here and fill out our quick webinar registration form.

Get in touch with us today.

Want to discuss our Technology options with a member of our team? Submit the call-back form.