Available for Android and Apple devices, it also allows advisers instant access to case summaries and historical case data stretching back up to 12 months.
Pure Retirement has launched an adviser-facing mobile app, providing notifications of any changes in the application status.
Available for Android and Apple devices, it also allows advisers instant access to case summaries and historical case data stretching back up to 12 months.
Paul Carter, chief executive, said the company is focused on “evolving technologies in line with the moving market, easing the process for both advisers and their customers to find the solution that best meets their needs”.
Simon Hayton, Pure’s head of change, added: “We’re constantly adapting our online services 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, providing dedicated support for advisers and customers alike.”
Pure Retirement claimed the app is an easy-to-use and intuitive platform with which to review cases, as well as offering a clear indication of the next stages of application and what, if any, input is needed from the adviser or client.
With the touch of a button, advisers can call up client details and contact them directly from the app, as well as access Pure’s marketing toolkit and news updates.
This follows its refinements to case tracking facilities and an enhanced online application process.
The case tracker provides an at-a-glance overview of all cases, with nine stages of detail, from KFI through to completion. It also includes a new improved search function and shows estimated and actual property values, loan amounts and commission.
Pure’s online application process saves content every step of the way and removes the need for customer signatures.
Underwriting criteria is built seamlessly into the online process, but all submissions are still reviewed by underwriters.
