Access all your data
Case Management
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.
Built for progress
Less admin. More progress.
Increase your productivity and gain a personal, professional advantage over your competitors.
Live Chat
Securely engage in real-time conversations with your clients, eliminating the chaos of multiple channels. By storing all messages alongside the case file and providing instant notifications, you ensure timely responses, effortless compliance, and improved operational efficiency.
Client Portal
Simply tick a few boxes to request all relevant documents from your clients. Your client uploads the documents you need directly to Surecase using a secure process.
Electronic Signatures
Our most recently developed feature, e-signatures are now the fastest and most secure way of securing authorisation at each key stage in the progression of each application.
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.
Accelerate workflows
Document Management
Effortlessly share documents with your team to ensure smooth case progression from application to completion. Accelerate workflows with our smart document reuse facility. Enjoy unlimited document uploads for you and your clients.
Define your organisation
Organisation Management
Define your organisation and create users for different roles. Account holders manage the organisation and define who can do and see what. Advisers create and work through cases.
Backoffice Integrations
We are fully aware of the advantages systems such as Intelliflo Office (IO) offer to organisations, however, we are also aware of the time taken, especially for mortgage advisers to add clients and cases to IO.
Fact Find
The first Fact Find designed specifically for mortgage advisers, tailored to streamline your process. With this feature, you only need to fill in the fields that are relevant to each specific client, ensuring no unnecessary data is entered or duplicated.
Management Information
Surecase’s new Analytics feature provides business owners with a powerful tool to gain real-time insights into performance, monitor business trends, and forecast future activity.
Sourcing
Our integrations with Twenty7tec and Mortgage Brain lets advisers search, compare, and source products directly within the platform.
No switching systems, no duplicate data entry – just a faster, smoother workflow that saves valuable time.
Features
Built for complete control.
A fully connected set of tools to manage notifications, client risk, and internal workflows—helping you deliver better advice with less effort.
complete control
Notifications
Stay perfectly informed without feeling overwhelmed thanks to our highly configurable Notifications system. We understand that every adviser works differently, which is why you have complete control over what alerts you receive and how you receive them, protecting your headspace from unnecessary distractions.
powered by commentis
Vulnerability Assessments
Navigate your Duty of Care with complete confidence using our integrated Vulnerability Assessments. Powered by Comentis, this essential tool allows you to seamlessly direct clients to complete a secure questionnaire via email, ensuring you meet the highest standards of client protection without adding to your admin load.
perfectly organised
Tasks
Keep your day perfectly organised and your mind clear with our intuitive Tasks feature. Designed to manage your internal workload effortlessly, you can create specific tasks directly against a case, assigning clear due dates and responsibilities so nothing ever slips through the cracks.
dedicated digital assistant
AI Document Analysis
Keep your headspace protected and let our intelligent platform handle the heavy lifting. Surecase’s built-in AI acts as your dedicated digital assistant, working silently in the background to ensure every piece of client paperwork is accurate. It is document analysis designed to make your day completely effortless, giving you the confidence that your case files are robust and secure from the moment they are uploaded.
As soon as a client uploads their documents, the AI instantly reviews them for validity. If a file doesn’t match what was requested, or if there are discrepancies – such as an incorrect name on a bank statement or ID – the system immediately flags it for your attention. This proactive safety net catches errors early, preventing frustrating delays further down the line and eliminating the need for you to manually scrutinise every single page.
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.
