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The Charlbury Group launches Field Agent System

Robyn Hall

May 1, 2014

The system connects lenders with their panel of field agents meaning a single integration allows them to instruct multiple firms through a secure allocation process.

David Ford, director at The Charlbury Group, said: “It’s essential that a system evolves to meet the ongoing needs of customers.

“Although some of the changes to the system are visual we have instigated a range of enhancements following consultation with our customers. Individual lenders have specific process and information needs and we have incorporated a host of these in this release.”

Connecting via a central system supports the flow of instructions and returns independent management information upon which lenders can use to evaluate supplier performance.

As well as being visually enhanced other improvements include increased case search options to enable specific case queries to be accessed faster than before.

Navigation around the system has also been improved with new menu options and the system has been optimized to load search results even faster and more efficiently.

One of the central facets of the system is the provision of independent and aggregated management information.

The system offers lender specific management Information reporting suites to fit individual polices and requirements and ensures that those managing the process can retain tight controls over service level agreements.


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