Document sharing, made simple
Teamwork, simplified. Effortlessly share documents with your team to ensure smooth case progression from application to completion.
The advisor built CRM
The single, secure system for every mortgage case, client, and document.
Access every detail you need to advise your clients, effortlessly and securely, on any device, anywhere.
Features
Discover how Surecase can transform your workflow.
Explore the seamless and intuitive tools that reclaim your time, guarantee compliance, and build a foundation for growth. All in one secure place.
Seamless backoffice integrations
Integrate, don’t juggle. Our built-in integrations, like Intelliflo and sourcing, make data flow seamless. Less manual entry, more time advising.
Real-time secure conversations
Engage in real-time, secure conversations with your clients, keeping every message safely stored alongside their case file for instant access and perfect compliance.
Pricing
Simple plans. Powerful results.
Transparent pricing with no hidden fees, no complicated tiers, and no long-term contracts.
Standard Plan
£70
pm
- Case Management
- Document Management
- Unlimited Clients, Cases & Documents
- Live Chat
- Client Portal
- Fact Find
- Electronic Signatures
- Sourcing*
Enterprise Plan
For large firms, networks, and large practices.
The Enterprise Plan provides the scalable security, robust compliance tools, and advanced operational oversight.
Features
Management at every level.
All we require is 30-45 minutes of your time on a video call and we will show you all the core features of Surecase and how it can improve your advice process.
Case management
All your data in searchable form accessible on every device, anywhere you go.
All your clients and all their mortgage and insurance cases, past and present, stored in a searchable form accessible on desktop, tablet and mobile devices, wherever you are.
Document management
Accelerate workflows with our smart document reuse facility.
All your clients’ personal and case-related documents stored securely in one place, providing a seamless environment for working on your cases.
Insights, Guidance and Updates
Spotlight
Practical insights and product updates all designed to help you work smarter, save time, and deliver better outcomes for your clients.
Need a hand?
Frequently asked questions.
For all frequently asked questions please have a look at our FAQs page.
Book a demo.
Schedule a quick, no-obligation walkthrough to see how Surecase reclaims your time, headspace, and focus.
