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CasePRO™ Resources »

Customer Care

After six months customers are invited to join the Customer Care Plan.

What is the Customer Care Plan?

After your first six months, each year will we give you eight hours of free dedicated CasePRO™ time. There are several ways you can use your allocation.

Each month we will provide you with a breakdown of how you have used your customer care hours and also some suggestions on how you can get the most out of this time.

What does it include?

CaseProTM Tidy Up

Let us do a review of any aspect of your CasePRO™ system that you think may need improving. This could include:  

  • A review of organisational processes and suggestions for adapting CasePRO™ to help improve these.
  • An analysis of how you use the standard letters, emails, SMS functions and the benefits of using these.
  • Evaluation of how you collect and use data and the best way to set up your data capture screens with validation.
  • How to manage your CasePRO™ database and how much data you are holding.
  • If you’re business is going through a period of growth or change, we can make suggestions working with your CasePRO™ system administrator to help with changes.

Education & Training

If you are thinking of launching CasePRO™ into a new business area or want to improve the existing system. Let us know which area of CasePRO™ you want to learn more about and we can set up a webinar for up to 3 people at a time. Or we can create a short educational video to talk you through it.

Supporting Documents

Alternatively we could put together a brief training document for you on any area of CasePRO™ you like tailored specifically for your organisation.

Training & Re-Training

Use your customer care hours to train new staff or retrain existing staff. We will discuss your training needs with you to create a tailor made, remote access training session.


Want to see CasePRO in action?

See CasePRO for yourself

Your paperless office guide

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Download the CasePro Brochure

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What Our Customers Say

Smarter Loanobject shadow

"When we started using CasePRO™ we loaded all the leads into it as they were generated from the call centre and then used CasePRO™ to process the cases, change status codes and add case notes. The CAM's got used to it quickly, the managers loved it and very early on the reporting that replaced our excel spreadsheets gave us some great insights into the business.

We built new screens to make the credit searches more efficient and created workflows for our Quality Team and Value Added Teams who have doubled productivity as a consequence.”

Smarter Loan


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