Online Case Tracking

Benefit from at a glance tracking

You can see where the case is @ – what is required – and be kept in the loop

Clearer – smarter – simpler – quicker

Saves time – no need to call for case updates

 • Real-time view – data is updated daily

• Always available – online 24/7 – 365 days a year.

• Automatic alerts – direct to your inbox when key stages are complete.

• 360 degree view – log on to see the status of all cases at the same time.

• Facilitates troubleshooting – highlights areas needing attention.

• Avoids paperwork – keeps you up-to-date without needing written notes of conversations and provides audit notes from start to finish

• Better service – helps you keep clients informed at every stage of the application process.

You can add case notes, upload documents, request further information

Key milestone stages:

Lead

Appointment

Application / business submitted

Valuation – for mortgages only

Offer – for mortgages only

Completion

Payment