CaseIV / 03 — Manage
Keep the case
moving forward.
Mortgage case management software built for the work between application and completion.
CaseManage gives brokers one live view of their pipeline, client records, requirements, milestones and commission — with CaseAI helping surface what needs attention next.
✦Powered by CaseAIFrom open case to completed case.
CASEMANAGE / LIVE PIPELINE
Synced todayEvery case in motion.
OPEN CASES3258 total
PIPELINE VALUE£18,420Expected net proc fees
COMPLETED£9,84017 cases · your net
CONVERSION71%Completed vs lost
MY LIVE PIPELINE
The management layer
Less chasing.
More knowing.
CaseManage turns a collection of cases into a clear operating picture. See what is waiting, what is moving and where your team can make the next useful intervention.
One connected workspace
Every case has
somewhere to go next.
Switch between the live pipeline, client records, business reporting and commission controls without losing the thread of the case.