Challenge

• Provide staff and brokers with tools to manage early stages of loan applications
• Security and FSA compliance was critical
• Integration with loan management systems was important to reduce duplication and speed up application turnaround
• Provide a secure view for all brokers into state of applications and value

Approach

• Requirements gathering, analysis and feasibility phase
• Prototype to evaluate features, needs, usability and training issues
• Develop custom authentication & workflow functionality
• Meet FSA and Principality Security and Quality Criteria
• Working with client’s IT department to tailor system interfaces

Results

I chose Fusionworkshop for our Casetracker because they were a fast moving and energetic organisation with a track record of developing secure, scalable and intuitive user interfaces for deployment over the web. Their CV was impressive. The site reference visits I did were all really positive and all the feedback I’d received about the people who worked there was positive too. I wasn’t disappointed.

The team, led by the MD Chris Short were enthusiastic, energetic, professional and very patient. It was and continues to be a pleasure to work with Fusionworkshop. The quality of development was excellent. We had a few teething issues to begin with but these were just that, teething issues. The system is currently being used by 15 staff internally and 25 wholesale brokers externally.

Training has been simple to administer and take up has been extremely positive. Since going live, we’ve had very few support tickets, which is testament to the joint testing that was undertaken. We’re looking forward to working with Fusionworkshop on further initiatives in the future.