CasePRO Overview
- Features
CasePRO comes with a wealth of practical yet easy to use features that come as standard:
Appointment Diary
Appointment Management for remote agents/advisers.
Audit Trail
Comprehensive audit trail with a non-editable date and time stamp on all activity.
Automated Addresses*
Automatically populates accurate address details upon entering a valid postcode.
Bulk Process
A powerful CRM tool for sending bulk mail shots, email campaigns or bulk SMS text messages to clients/introducers.
Case Notes
Allows users to record and view all notes, in chronological order, relating to each case's progress.
Case Search
Quickly locates a specific case for you to work on by any search criteria you choose.
Case Tracking
A powerful Web application that allows remote agents to track the progress of their cases in real time.
Contacts
A database of regular business contacts can be maintained, eliminating any need to enter their details again in any subsequent communications.
Data Capture Screens
Data Capture Screens can be easily customised to include only the information you require to be captured in the order you want to capture it, improving the efficiency of your front line teams. Intelligence can also be added to ensure collected data is both accurate and complete from the outset. You can even have different sets of screens, known as Case Folders, tailored specifically to each of the different products you may offer.
Data Importer
Bulk import leads from external data files directly into CasePRO for subsequent processing.
Document Management
Scan documents for subsequent review, printing or emailing. No more mislaid documents or wasted storage space!
Emails can be sent automatically via a Workflow Task, manually or in bulk.
Letter Writer
Standard letters are automatically populated and printed at the click of a button and stored in a case's audit trail for subsequent review or re-printing.
Linked Cases
Create new cases for an existing client without having to re-key common data. Linked Cases also allows you to view a client's product portfolio in a single view.
Management Reporting
Say goodbye to those labour-intensive spreadsheets! With CasePRO, you maintain total control of your business using real time management information. You can even schedule reports to be emailed automatically on a given date and time to a specified email address or view reports online via Case Tracking.
My Clients View
Create multiple views of your client pipeline by individual user, team or company.
My Tasks View
View to-do list by individual user, team or company.
New Client
Adds a new applicant's details to the database while creating a new, product-specific case folder with unique case reference number.
Online Applications
New business applications can be input on your web site and imported into CasePRO automatically and in real time.
Outstanding Items
Effectively manages the requesting and receipt of documentation required by the Lender.
PDF Forms
Standard Forms such as KFI or Lender Agreements can be automatically populated and printed at the click of a button and stored in a case's audit trail for subsequent review or re-printing.
SMS Text Messaging**
CasePRO delivers direct SMS Message capability from the system on an inbound or outbound basis.
User Scripts
Help provide a consistent sales approach via your call centre staff.
Workflow
Ensures that all tasks are cases are processed accurately, consistently and within agreed service levels, giving your clients an unparalleled service and your business a much higher completions to employee ratio.
XML Interface
CasePRO's XML Interface enables the easy integration with other third party applications, such as predictive dialler systems, credit bureaus and sourcing systems, to enable the transfer of data between them, thereby eliminating any need to re-key data.
* Additional cost for the postcode database supplied by the Royal Mail.
** Additional cost for text messages
