Surecase, the adviser-built CRM platform (formerly known as Binder), has unveiled its new brand, reflecting its next phase of growth with expanded integrations and a continued focus on helping mortgage advisers streamline workflows and increase productivity.
Developed by Simon Horsfall, with over 15 years in the Mortgage & Insurance industry, alongside tech entrepreneur Dan Rathbone, Surecase has evolved over the past five years in direct response to constant industry challenges, from fragmented systems to admin-heavy processes.
Simon Horsfall, founder and director of Surecase, explains the challenges that led to the platform's development, “Preparing a file prior to submitting business was often frustrating. Documents were coming in from multiple channels like email, post and WhatsApp, which created huge inefficiencies when collating information and managing client communication. It made remote working difficult and slowed down case progression across teams.
After Covid, with more advisers working remotely and managing multiple cases at once, there was a clear need for a platform that could be accessed anywhere, on any device, giving both advisers and clients full visibility on what’s needed and what’s ready to proceed. Surecase brings everything into one place, streamlining the process, reducing unnecessary admin and creating a simpler, more effective way of working.”
Already established in the market as Binder, the rebrand represents a strategic step forward, building on a proven track record while positioning the business for future expansion to make the mortgage process as simple as possible for advisors.
Surecase has been designed to bring case management, client communication and document handling into one connected environment, with key tools accessible at the press of a button. By reducing data duplication and centralising communication, the platform allows advisers to spend less time on admin and more time delivering for clients.
It also integrates with leading third-party systems, including Mortgage Brain, Twenty7tec, Intelliflo Office and Comentis, with further integrations planned.
The platform combines essential CRM functionality with features designed to differentiate it in a crowded adviser tech market. The core capabilities of Surecase include:
- Case management with full client history, providing a complete, searchable view of all cases
- Document management with unlimited uploads and smart reuse tools to reduce duplication
- Secure client portal for efficient document collection
- Electronic signatures to accelerate approvals
- Organisation controls for roles, permissions and workflow management
- Sourcing integration to support product recommendations
- Management information (MI) to improve oversight of pipeline and performance
- Vulnerability assessments to support compliance and client care
Alongside these, Surecase introduces a number of standout features designed to improve day-to-day adviser workflows, including:
- Live chat, enabling real-time, compliant communication stored at case level
- Mortgage-specific fact find to simplify and standardise data capture
- Integration with Intelliflo Office, creating a more connected and efficient tech stack
Recognising that switching systems can be a barrier, Surecase continues to prioritise ease of use, structured onboarding and ongoing support. The focus is on helping firms enhance how they operate without disrupting existing processes.
Simon Horsfall, founder and director of Surecase, says, “Surecase has been built off the back of years of real adviser experience. This isn’t about starting from scratch; it’s about evolving something that’s already working and taking it to the next level.
We’ve always focused on bringing everything into one place and making it easier for advisers to manage cases, communicate with clients and stay on top of compliance. The rebrand gives us the platform to grow further, invest in new integrations and continue improving how advisers work day to day.
Ultimately, it’s about helping advisers free up time, reduce admin and focus on delivering the best possible outcomes for their clients.”
