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Task/Workflow Management

Bespoke CRM Systems

  • Automated tasks throughout your process flow – as your case progresses key triggers can automate set tasks against an application to ensure the correct follow-up measures are made to keep the application moving forward.
  • Manual tasks set by the individual for either application level or personal appointments to ensure nothing is forgotten.
  • Individual CRM hub containing a todays tasks area for quick access to a real time to do list ensuring all cases are being progressed as expected.
  • Management task overview to see individuals’ tasks lists or the company as a whole. This allows for management of individual user’s caseloads and re management in the event of absence.
  • End to end product workflows – predetermined stages for your mortgages.
  • Role based workflow for sales, underwriting, packaging and administration.
  • Full notes functionality.

Get ready for a new kind of customer success.

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