Castle Trust makes major enhancements to broker portal
Sep 26, 2019 ~2 minute read

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Castle Trust has launched major enhancements to its broker portal, including 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 hours a day, seven days a week. A key feature of this area is an up-to-date listing of any outstanding information required to advance an application, so that brokers can clearly see at a glance how their case is progressing.

Another feature of the enhanced portal is the secure messaging platform, which enables direct communications between brokers and the underwriting team. 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, just like on a smartphone. 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.

Barry Searle, pictured, Managing Director of Mortgages at Castle Trust, says:

“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.”

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