The traditional methods of tracking and managing the many different tasks associated with individual applications, whilst accurate, were time consuming and unwieldy in a rapidly expanding business.
When a workflow management system - Dashboard Software by Nereus Infotek Ltd - was offered, the Directors seized the opportunity and quickly implemented a company-wide roll out, with full training being given to all the teams.
Heather Crane, Processing Manager at Phoenix Mortgage Services and responsible for the Dashboard Software implementation, is very impressed with the new system. “It’s definitely made life easier, enabling any of my team to see what needs to be done on a specific application, and when. It also benefits our clients as anybody can see where we are with any deal, straight away.
The reporting function built in to Dashboard means that we can interrogate the case load, and re-direct our resources where needed. Nereus has been really good with the support that they give us. We’ve worked with them to add extra elements into the program, which has proved to be really important to us.”
Mark Piper, Director at Phoenix Mortgage Services, says “This new technology has had a positive impact on Phoenix. As a forward-thinking company, we’re quick to exploit any new developments that will aid our business, and ultimately make our Clients applications complete quicker, and Dashboard has done this for us.”
David Aylmer, Joint Managing Director at Dashboard Software, says “Dashboard Software is truly web based and allows companies such as Phoenix to run their operation from several different locations and have people on the road, with the case details being stored on a centralized database, access from anywhere to the real time information allows Phoenix staff to operate an efficient structure and gives the management access to all their reports across all areas of the business.”
