Enness Private Clients launches case-tracking system

Enness Private Clients has unveiled ‘Enness Introducers’, an online system for introducers using its referral system.

The system is designed to help users to track individual introduced cases and allows them to download documentation including valuation copies/case notes.

It also allows users to automatically send update emails and texts to both the introducer and the client and automatically generates payment runs.

Managers of firms/networks are able to oversee all their brokers’ introduced cases, while users can run reports for firms covering data sets such as average loan sizes and completions.

‘Enness Introducers’ is being overseen by Jaime Harris, Enness’s corporate relationship manager.

Enness Private Clients are specialists in the £500,000+ mortgage market although an increasing amount of its business is for £1 million-plus loans.

Hugh Wade-Jones, director of Enness Private Clients, said: “Following on from the launch of our referral service we can now offer our introducers access to the ‘Enness Introducers’ online system. The system has been designed to keep introducers fully in control of their client relationships and to provide up to the minute information on how a case is progressing. One of the key concerns for those introducing to a specialist like ourselves is how they will be kept in the loop and