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TFC upgrades 1APP with new case management system

by Kevin Rose
28 March 2018
LifeQuote unveils new case tracking system
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TFC Homeloans is adding upgraded features to its DIP, application and case management system 1APP.

The system currently includes features such as real time sourcing capabilities and a side by side comparison of first and second charge mortgages. TFC is now adding a case management system which it says has been developed “with brokers’ feedback in mind”.

The packager says it will shortly be making all case notes visible so brokers have a transparent view of all cases in real time. If brokers need an update they can login and see the status of their case, including the ability to see all emails on the case and the option to email the case manager.

Brokers will also soon be able to view and download all specific lender required documents and tasks; the system will generate these documents as soon as the lender has been selected.

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In addition, brokers will be able to load documents straight into specific cases with the case managers being notified to review them.

Dan Brown, CIO at TFC Homeloans, who developed the system said: “I am delighted with the new system – it empower brokers with a new level of self-service while allowing the business to further improve efficiency and quality. Brokers will now have complete real-time transparency on their cases.”

TFC is trialling all these new features with The Mortgage Lender and will be subsequently adding lender partners.

Peter Beaumont, The Mortgage Lender’s deputy chief executive, said: “The new system improves service for the customer by making it easier and quicker for intermediaries to get their cases in front of lenders. It gives real-time information about the progress of the case and provides lenders, like us, with the information we need first-time.”

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