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CasePRO™ Features »

Workflow Management Software

Workflow Managementobject shadow

Workflow Management

Use CasePRO™ to seamlessly guide you through any type key business processes from the first customer contact to the case completion. Ensure employees are following the correct procedures, completing relevant tasks, collecting documents and sending communications.

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Continual Improvementobject shadow

Continual Improvement

Use the data collected in CasePRO™ to quickly establish areas for improvement in your organisation. Identify resource and training issues and deal with them quickly.

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Time Managementobject shadow

Time Management

Set preferred deadlines for your activities to ensure all relevant work is carried out on time every time.

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Document Managementobject shadow

Document Management

Scan documents for subsequent review, printing or emailing. No more mislaid documents or wasted storage space. Manage the requesting and receipt of documents to complete each case.

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Communication

Send and receive automated emails, letters and SMS messages as part of your workflow.

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What Our Customers Say

Network Data Limitedobject shadow

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 it's 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 Principles later this year.”
 

Network Data Limited

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