Lenders will now be able to see, at a glance:
- All interactions relating to a case
- All system interactions through the Method xi software system
- This includes: Notifications, emails, quotes, instruction, PVQs and all deliverables produced by Method
Existing clients can view the case history options in the Lender Portal.
Simply:
- Select “View Instruction” against any case in the instructions section
- Click “Generate Case History”, shown at the bottom of the View Instruction screen
- Method xi then collates all the information and notifies you by email when the case history is ready
- Each completed case history is available in zip format ready for download at the bottom of the View instruction screen
We're here to help!
Method xi - the cutting edge panel management software solution. Method guarantees a clear, consistent, and reliable valuation service that minimises risk to your loan book.
If you would like to see how method can help your business, get in touch via email admin@method-vm.co.uk or call us on 01642 269 306