Platform launches online case tracking

The new system enables intermediaries to access real time information about the status of their applications, allowing them to update the end borrower in a faster and more efficient way throughout the lifecycle of the mortgage process.

Clicktrack was developed following extensive consultation with a number of key customers. From feedback received, Platform identified the need for an intuitive and flexible online solution that would satisfy the growing needs of the intermediary and subsequently involved its customers in every stage of the design process.

As well as providing updates on the status of applications, Clicktrack also identifies what information is still outstanding and allows the intermediary to print off or save key documents such as the application form, pre-offer requirements and the mortgage offer.

Intermediaries can also use the system to submit application specific queries to Platform which are automatically emailed to the relevant customer service advisor for processing. Clicktrack’s flexible functionality also gives intermediary customers the option of how they wish to receive case updates – email, SMS, telephone or fax.

David Tweedy, managing director of Platform, said: "Clicktrack is the latest addition to our award-winning "click" suite of online facilities. Although our online offering has always been quite advanced thanks to our "click" applications, it was limited to allowing customers to submit applications and gave little opportunity for them to receive feedback on how the case was progressing. We've listened to feedback from our customers and have developed Clicktrack with their needs in mind.

"What's more, the introduction of this new technology further demonstrates our commitment to the intermediary market following our successful launch in to the mainstream sector earlier this year. Now, our customers not only have a broad and flexible range of products, but also a full online service to suit their changing needs."