Pure Retirement has adapted an online case tracking tool for advisers, enabling them to view cases at a glance with nine stages of detail and an improved search function.
Pure Retirement has adapted an online case tracking tool for advisers, enabling them to view cases at a glance with nine stages of detail and an improved search function.
Estimated and actual property values can be viewed, alongside loan amount and commission. And there are simple download functions for application forms and all required data, streamlining the process for increased ease of access.
Gary Webster, independent equity release adviser of Equity Release Supermarket, said: “The new features of Pure’s case tracker have made a real difference – so simple with everything just a click away, what we need to see, where we need it, when we need it.
“They have incorporated all of our feedback so far and with more improvements on the way, we are really looking forward to seeing what comes next.”
Simon Hayton, Pure’s head of technical services, added: “We’re constantly adapting our online portal to meet the needs of our registered advisers.
“Quality of service is our number one priority, made possible with our ever-evolving technology and, most importantly, made meaningful by our people who provide a dedicated support network for advisers and customers alike.”
