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Automated and slick. Just what I would hope for in 2026. Expectations thoroughly exceeded.
Portal is fairly straightforward but my messages via the portal weren’t always answered and there doesnt appear to be an email address. Instruction re forwarding funds were sent by our solicitor and although received by Optima, they did not confirm receipt back to our solicitor as requested or update the portal with the information causing confusion and delay.Phone teams were helpful and answered calls quickly.
Awful experience from start to finish. Getting through on the phone is nearly impossible. You're funnelled into an overflow line that can't help with anything, and being transferred to an adviser means waiting hours with no answer.A remortgage that started in March still wasn't completed by 31st May. Entirely down to their inaccessibility and lack of follow-through. Avoid.
The online portal is easy navigating around it. You can find most things there.The only downside is getting on the phone to speak to someone as a customer is hardwork. But as a mortgage broker, the phone service is better. My only recommendation to the Solicitors is to please request all documents ( in details) to the customer at the initial stage rather tnan droppingit like breadcrumbs. It just prolong things.But Overall, yes will recommend and definitely use again