Case Studies & Testimonials
Just Mortgage Packaging
"As a Mortgage Packager we wanted a system that would bring structure and control to our business but at the same time have the flexibility to be designed and configured to meet our own individual company requirements. CasePRO brings that control but also allows us to dictate how we want it to work for us, which means we can still be the company we want to be rather than the company our software system forces us to be. CasePRO instantly made us proactive on individual cases, it has improved our service and decreased our "days to offer" figures. Backed up with a high quality training and support programme we are certainly glad we placed our trust with CasePRO."
Stewart Roger
Director
Just Mortgage Packaging
Close Premium Finance
"I wanted to contact you directly and say thank you for the great work your team have put into the development of our HIP funding solution. Your team have shown great flexibility and insight with the development of this new business venture and I am very pleased to say we have gone live today without any issues! Please pass on my thanks to the team."
"We were able to quickly develop a workflow process that exactly matched our business requirements, using in-house technical resources."
"CasePRO's solution-oriented approach means that when the market demands or the industry requires we can respond effectively and quickly."
""We have to maintain control in order to manage the risk and CasePRO allows us to do this."
Gavin Worall
Commercial Development Manager
Close Premium Finance
Network Data Limited
Network Data offer a Network Solution to support intermediaries in the mortgage and insurance market, and use CasePRO to drive their mortgage and secured loans packaging operations.
"Having researched many alternative solutions, we chose CasePRO for its proven reliability, its flexibility for customisation, and its compatibility with our point-of-sale mortgageLink sourcing system. It provides Network Data with a fast-path route to the development of mortgage packaging software for roll-out to its Appointed Principals later this year."
Richard Griffiths
Managing Director
Network Data
Moneysupermarket.com
"CasePRO has a unique approach that is personable and customer-focused. They put our business needs first and met all deadlines and targets precisely."
"...the software is flexible and easy to use so it can be adapted quickly to our changing business needs and costs are kept down because training requirements are minimal."
Louise Cuming
Head of Mortgage Services
Moneysupermarket.com
Secured Loan Services
"CasePRO has enabled our processing team to better manage their files which has contributed to a 20% increase in completion volumes over the last 12 months."
Jemma Errigo
CasePRO Administrator
Secured Loan Services
NM Finance
"At any one time a typical adviser is now handling over 80 cases which is almost a 100% improvement."
"CasePRO has vastly increased efficiency and customer turn around times. It has also allowed our advisers to spend more time advising and less time worrying about compliance."
Zac Mace
Operations Director
NM Finance
Smarter-Loan
"When we started using CasePRO we loaded all the leads into it as they were generated from the call centre and then used CasePRO to process the cases, change status codes and add case notes. The CAM's got used to it quickly, the managers loved it and very early on the reporting that replaced our excel spreadsheets gave us some great insights into the business.
We built new screens to make the credit searches more efficient and created workflows for our Quality Team and Value Added Teams who have doubled productivity as a result."
Graeme Gillespie
Channel Director
Smarter-Loan
