Castle Trust updates broker portal

Michael Lloyd

September 26, 2019


Castle Trust has updated its broker portal adding a full online case management, secure messages and automatic certification of uploaded documents.

The new upgraded case manager area provides brokers with everything they need to manage all of the business they write with Castle Trust, with instant access to the status of their cases available 24/7.

Barry Searle, managing director of mortgages at Castle Trust, said: “These technological enhancements to our broker portal represent a huge step forward in the experience we are able to offer brokers who work with Castle Trust.

“We offer bespoke loans to match client requirements, and so we understood that we couldn’t settle for an out-of-the-box technology solution.

“Instead, we worked with a dedicated team of in-house developers to ensure that our technology takes the same tailored approach as our lending.

“I’m delighted with the outcome, and I’m confident that brokers will be blown away with the experience when they next work with Castle Trust.”

There is an up-to-date listing of any outstanding information and a secure messaging platform which enables brokers and underwriters to communicate directly.

This system enables brokers to keep all of their case correspondence in one place, making it easier to manage and all messages are time and date stamped and grouped in conversations.

In addition to this, there is no longer any requirement for brokers to certify documents that are uploaded onto the portal, as these will be automatically verified using the broker’s unique login details.

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