Industry Issues
- Flexibility
More consumers are doing their own research, looking for their own deals, applying for their own financial products. You need a system that is flexible enough to cope with all types of purchase processes and that can be available 24/7.
According to industry analysts, 84% of mortgages are researched online but only 4% are actually purchased through the internet. Even though this figure is expected to increase, our clients told us that they needed a system that would be able to efficiently and effectively manage the whole purchase process, however customers arrived.
CasePRO was therefore dynamically engineered to provide complete flexibility to any business model and complete configurability to any business requirements. There are plenty of software companies claiming the same, but as our clients told us, once they had drilled down to a more detailed level concerning adapting systems to their bespoke requirements, it became obvious that what they would end up with was still very much an out-of-the-box, once-size-fits-all system with limited configurability.
That is certainly not what they have found with CasePRO.
Every client who is using CasePRO has a unique system. Every screen can be tailored to the exact requirements of an individual client, with no need for source code re-writes.
Below are summary details that outline the market leading flexibility and configurability of CasePRO:
Custom Tasks
Create standard tasks unique to your business and link these into workflows to ensure every application is processed correctly and with maximum efficiency.
Form Designer
Create standard forms from scratch quickly and easily, or scan in existing forms to create a template where variable data fields can easily be inserted.
Letter Writer
Create a suite of standard letters that can be automatically populated and printed at the click of a button, as well as being fully editable to create more personal touches.
Outstanding Items
Create your own custom suite of reference documents to more effectively manage the requesting and receipt of items required to complete every application.
Report Designer
Develop sophisticated management reports with user-friendly front ends to provide exceptional analysis and management information about any aspect of your business.
Screen Designer
Create new screens, or amend existing ones to instantly adapt to business or market changes. Every product can have its own unique suite of customised input screens.
Sourcing Engine
Create and maintain the underwriting criteria for any lender product so that new applications are auto-underwritten with the correct product details and outstanding items allocated to each application.
User Scripts
Provides for custom, data-driven scripts for staff handling new business enquiries helping to ensure that all enquiries are dealt with efficiently and compliantly.
Workflow Processes
Create Workflow Processes that ensures every business process is managed exactly how you want them to be.
