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Products - Loan Application Web Case Tracking

 

Case Tracking for Lenders, Brokers and Intermediaries

You can grant access for your customers to a variety of functions and views of application case data currently being processed. They may:

  • be interested in knowing the value of applications pending and waiting to be completed?

  • want to know the remaining items required to complete an application and who is responsible?

  • want to know the last underwriter action and which lender is being proposed for their applicant?

Access is easy. Your broker or applicant signs in on your website (with your complete branding) using access that you grant and control.

Details for any case are available to them. You decide what you want to show, and how you want to show it, again with your complete branding.



Thoroughbred Web Solutions will allow them to see all Applicant Cases currently pending that have outstanding items, or cases that have been recently completed, including the ability to 'drill down' into any specific case and get a detailed view of the items oustanding.



The benefit is quick and easy to see: give them access to the information they need, and they won't be calling your staff for the same information.