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Crystal Specialist Finance

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Crystal Specialist Finance

Crystal Specialist Finance (CSF) is at the forefront of specialist finance solutions. With a strong reputation for innovation to property finance, CSF has taken a major step by integrating Eco Approach’s AI-powered tools into their customers journey.

This partnership benefits CSF’s direct customers and makes life easier for brokers by streamlining post-application customer engagement.

Smart finance, complex cases

Crystal Specialist Finance (CSF) is a trusted finance packager, offering tailored solutions for intermediaries across Bridging, Buy-To-Let, Commercial, Development Finance, and more.

Based in the West Midlands, CSF simplifies complex financial cases for brokers nationwide, securing competitive deals through an extensive lender panel.

Brokers can engage via the CrystalHUB platform or consult directly with expert mortgage advisors. With a reputation for speed, efficiency, and a solutions-driven approach, CSF finds opportunities where others see obstacles, making it a top choice for intermediaries.

About
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Enhancing customer engagement and sustainability

CSF recognises the importance of energy efficiency and sustainability in property finance. By integrating Eco Approach  into its customer journey, CSF helps direct customers understand their property’s energy efficiency potential while streamlining broker workflows.

Customers engaging with CSF can now receive targeted insights on property sustainability improvements, making it easier to understand the benefits and take action.

Testimonial

“MEES is yet another challenge facing landlords and we want to support them by being fully compliant without the hassle. Most brokers are time-poor during the mortgage process, which is where we can add value. We believe Eco Approach’s platform is the most advanced and comprehensive on the market, it’s a bonus Luke and his team are great to work with.”

Mark Hutchings
​​​​​ Ancillaries Director​
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Crystal Specialist Finance

For brokers, this integration greatly reduces admin. CSF  supports customers identify property upgrades and makes following up easier.

By embedding Eco Approach’s insights into its ancillary services, CSF enhances the customer experience, whether via online engagement, direct communication, or expert follow-ups.

Instead of manually following up with clients on improvements, brokers can now use CSF’s proactive approach.

The integration of Eco Approach’s GreenVal tool ensures  customers are guided seamlessly through their energy efficiency journey, receiving personalised retrofit recommendations, direct supplier quotes, and even DIY options—all within an easy-to-use digital platform.

How it works: driving engagement and impact

CSF is leveraging Eco Approach’s data-driven platform in multiple way and with our cutting edge tools they are well-positioned to lead the way in specialist finance and have a real impact on property sustainability.

For more information on CSF’s services, visit Crystal Specialist Finance.

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  • Portfolio insights for brokers: Using Eco Approach’s PortfolioAudit tool, CSF spots customers whose properties have the potential to improve energy efficiency. This allows brokers to offer added value by proactively discussing energy-efficient upgrades at case completion.
 
  • Proactive customer outreach: CSF follows up with customers post-application, so they remain engaged with their energy efficiency options. By integrating this into its ancillary services, CSF makes it easier for brokers to provide long-term support without extra workload. This ensures a smooth process and increases customer satisfaction.
 
  • Integrated supplier network: Customers can access quotes from national, accredited suppliers, making it easier to plan and execute upgrades.
 
  • Enhanced communications and support: By incorporating energy efficiency discussions into their customer engagement strategy, CSF strengthens its role as a trusted financial partner.
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