SUBMITTING CLIENTS ONLINE IS NOW EVEN EASIER...
In January we launched our online client submission form and since then we’ve been listening to your feedback and developing the form to ensure placing business with us is as easy and streamlined as possible.
The improvements we’ve made include:
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Save and return
If you are submitting a client to us and don’t have all the details to hand, you can save the details you have entered then return to complete and submit the application at a later date.
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Case tracking
If your client has been recommended a Debt Management Plan, a Protected Trust Deed or an Individual Voluntary Arrangement, you can track the progress of their application from when you submit the case to when the debt solution is agreed and is up and running. You can even subscribe to email updates so that when your client reaches key stages in the application process, you’ll be informed that their case status has changed.
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Client search and sort
We’ve included a new search facility so you can find your clients quickly and our sort functionality allows you to order your clients by name, address or case submission date.
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Case archive and retrieve
If you have a large number of clients, you can now archive their details to make managing your client list easier. Of course, you can retrieve any client’s details whenever you like with the click of a button.
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Keeping a record
If you have paper records in your office, you can print the details you have submitted to us to keep in your client’s file. In addition, if you keep records electronically, you can save the submitted details as a PDF and store it on your own computer.
And we haven’t stopped there...
We still have further exciting developments that we’re working on at the moment to ensure placing business with us is as easy as possible. Watch this space...
