Platform launches clicktrack - new online case tracking system
makes life easier for intermediaries
Platform, the intermediary lender of Britannia has today (27
July) launched Clicktrack - a new online case
tracking system.
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."
Ben Thompson, Director of Mortgages, Legal & General and a
member of Platform’s Customer Advisory Group said: “The development
of Clicktrack has involved the ideas, advice and feedback of
customers since inception which makes it an online tool of real use
to brokers. Platform’s aim is to become an intermediary specialist
and the launch of Clicktrack confirms its intentions to put the
customer at the heart of everything it does. I am in no doubt that
customers will benefit from Clicktrack’s intuitive and flexible
functionality.”
Clicktrack is the latest addition to Platform’s award winning
suite of online functionality which includes clickKFI,
clickdecision and clickapplication.
Back to
press releases >