A structured path from first enquiry to active case management.
Customer submits a short form and receives a unique enquiry reference.
An assigned team member verifies the situation and determines the correct next step.
Qualified customers complete detailed loan information, documents and required authorisations.
Each lender becomes a separate sub-case with its own timeline, communications and tasks.
Any lender proposal is recorded and presented to the client for an informed decision.
Payment evidence and closure documents are tracked before the case is marked complete.