As I’ve been meeting with some of our partners, it’s been great to hear the difference Introducer eWay is already making.
We’ve promised that the new portal will get our industry working together better than ever before – and this month’s spotlight is about just one of the features that I will believe will make the key difference.
Whenever I talk to any of our partners, it is very clear that the most important thing is transparency. They want to know exactly what is happening with their client’s case, where it is in the process, what steps are being taken to progress it and how we’re moving it forwards. It’s no secret that many firms are bad at keeping their partners in the loop with this sort of detail – but this is where we are different, and how Introducer eWay helps.
The Activity Log
Those of you who are familiar with our client eWay portal will know that clients can see all of the actions taken to progress their case. From emails sent to calls made, documents provided to enquiries raised, clients can see everything actioned by all of the parties working on their behalf.
With Introducer eWay, our partners now see exactly the same thing.
As you can see, for every case that is recommended to us, our partners can see all of the actions taken to progress your client’s case, when the action was taken and how the action was made. From the example above, you can see that the last thing that happened was that contact was made with the client and with the recommender.
This is updated every time an action is taken and the user will be able to see the exact time it was updated, so the information seen here should be the very latest on what is happening with the case.
Here is another example:
This one is really a testament to the level of transparency that Introducer eWay gives. You can see the forms that are in progress, when they were started and when they were completed, as well as who is working on it.
By providing transparency, our partners have more control, as well as the tools to help clients if necessary. Having this level of detail should also help case progression and make conversations between you and the conveyancer ‘smarter’. Calls can focus more on moving the case forwards rather than just on updates on the status of cases.
So how does being kept in the loop at all times sound? If you want to know more and get a demonstration, visit our Introducer eWay page.