Chase De Vere

Money Marketing IFA of the Year 2007

Project Overview

The initial relationship with Chase De Vere goes back to 1991 when they had engaged the founding members of Risk Free to provide a complete multi-user solution for their broker operation.

Overtime, Chase's system requirements have been continuously changing; Risk Free has been developing specific bespoke software solutions for Chase, including:
  • A mortgage sourcing system
  • Diary management
  • Paperless office environment
  • Marketing capabilities
  • Complete automated commission payment system

The Solution

Risk Free  has developed a high end sophisticated system, which not only saved time and money, but managed many of their processes automatically which current systems on the market were not able to provide.

The Future

Risk Free and Chase continue to develop a strong business relationship which is market focused and customer led. Chase continues to dominate the larger loan mortgage market and the future is one of continued growth for Chase.