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Charlbury Group updates field agent system

by Kevin Rose
2 May 2014
AMI, CML and IMLA issue updated industry guide
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update

The Charlbury Group has unveiled its new Field Agent System that allows lenders to distribute instructions to field agent firms and receive reports and supplier performance electronically.

The system connects lenders with their panel of field agents meaning a single integration allows them to instruct multiple firms through a secure allocation process.

The Charlbury Group says connecting via a central system supports the quick and efficient flow of instructions and returns independent management information upon which lenders can use to evaluate supplier performance.

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In addition to an updated look and feel there are functionality improvements with increased case search options to enable specific case queries to be accessed quickly. Navigation around the system has also been improved.

One of the central facets of the system is the provision of independent and aggregated management information. The new system offers lender specific Management Information reporting suites to fit individual polices and requirements and ensures that those managing the process can retain tight controls over service level agreements.

David Ford, director at The Charlbury Group, said: “It is essential that a system evolves to meet the ongoing needs of customers. Although some of the changes to the system are visual we have instigated a range of enhancements following consultation with our customers.

“Individual lenders have specific process and information needs and we have incorporated a host of these in this release.”

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  • MORTGAGES
    • Mortgage type
      • Discount mortgages
      • Fixed rates
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      • Interest-only
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      • Trackers
      • Variable rates
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    • Green Mortgages
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Company Number 11335497. Registered Office: Unit 1, E.M.P. Building, 4 Solent Road, Havant, Hampshire PO9 1JH

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