Simon Horsfall explains how the latest development enhancements to the Surecase mortgage adviser portal are designed to improve workflow efficiency, and make direct communication with your mortgage clients even easier.
Now that Surecase is becoming an established part of the mortgage adviser landscape, we’re at the stage where we want to enhance the user experience further.
As new interactions have worked their way through the development stages, we’ve taken a closer look at how we can bring even greater workflow efficiencies to your daily mortgage caseload management.
The foundations of Surecase have been built on our simple belief that, as mortgage advisers, we need to be smarter with the way we spend our time. Working with colleagues in the industry we know that some of the most time consuming aspects of our job are:
• Client communications – keeping up to speed with clients at different stages in their mortgage application process
• Caseload prioritisation – identifying which mortgage application really cases need your attention the most
• Fact Finding data input – populating all those data fields based on your detailed information capture from your client
So this is where we’ve directed the latest phase of user-experience enhancements.
1. To do lists.
Every mortgage adviser needs a ‘to do’ list to stay on top of their day. Even if you take the ‘analogue’ old school approach and write lists in your notebook, a digital action list within the Surecase system can now make a big difference to your workflow efficiency.
The new ‘to do’ function has been designed to highlight the mortgage case loads that need your attention next – mainly because there’s been a new activity or progress that means they’re ready to be moved on. Or, you might also decide that, apart from the cases highlighted for your attention, that you want to select a cluster of client files to work on. Surecase now enables you to do this.
2. Chat with clients while they’re active in their files.
This is a really smart enhancement that enables you to chat directly with your client when you’re in the Surecase portal and you can see that they’re active, for instance uploading documentation. The system now notifies you that the client is ‘online’ giving you the opportunity to grab their attention while they’re using the portal.
3. Fact Find integration with Inteliflo
Because Intelliflo is such a mainstream platform within the mortgage and wider financial services industry, we know that the development of our mortgage-specific Fact Find features needs to interface with this system.
This year has seen significant investment in developing what we know from mortgage adviser networks is a real game changer – a Fact Finding feature that is tailored specifically for the questions and data fields that you need to populate from your information gathering process with your clients.
The Surecase portal is already integrated with Intelliflo but the key development this autumn will be to integrate the Fact Find feature. This is where we want to achieve significant marginal gains for mortgage advisers by speeding up the time-consuming data population process – which can be lengthy. And sometimes frustrating.
At the moment, this is the one area where Surecase doesn’t automatically data-fill Fact Finding information. Once we’ve cracked this key point of integration we believe Surecase will deliver even more workflow efficiencies, particularly when combined with the other refinements that we’ve recently introduced.
“Ultimately, we want to get to the stage where Surecase becomes a truly seamless part of our everyday mortgage processes. We know from user feedback that it’s already helping mortgage advisers save valuable time, but now we’re really working on these latest modifications to make Surecase a genuine market leader in terms of user experience and simplicity”. Simon Horsfall.
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