service icon

eTech software for
Panel Managers

intro image

Our desktop software supports Panel Managers delivering powerful, fully integrated and configurable practice management tools. Panel Managers benefit from improved operational control and efficiency, better capacity and resource management, quality assurance with improved SLA controls and better identification and management of risk exposure.

  • feature icon Effective workflow and data management with instant transmission and retrieval of data to and from back office desktop Hubs and field based mobile Apps.
  • feature icon Improved operational efficiency and regulatory compliance, with better capacity and Surveyor resource management and allocation.
  • feature icon Improved service quality and traceability with better contract and Service Level Agreement management, audit and Post Valuation Query management.
  • feature icon Automatic and secure storage of data for 15 years, supporting audit trails, regulatory compliance and stronger defensible claims.

The Lending & Surveying Journey - How it works

Our software enables Panel Managers to work together with multiple companies through the Lending & Surveying Journey.

step icon

Buy or remortgage a property

step icon

Decision in principle received from lender

Prospective borrower approaches the lender directly (branch, telephone or web or indirectly via a mortgage intermediary).

step icon

Underwriting

The lender requests a property valuation to be undertaken. The customer may request a more detailed Homebuyer survey.

step icon

Property valuation - appointment arranged

Panel Managers and Surveying Firms manage field based resources and allocate property valuation appointments based on skills, location and availability to RICS qualified surveyors using Survey Hub. Instructions, notes and documentation sent directly to Surveyors iPad.

https://www.etech.net/products/smart-survey-app/ https://www.etech.net/products/survey-hub/
step icon

Property valuation - survey undertaken

Surveyor receives appointment instructions from Survey Hub onto the iPad. The appointment is made using Survey Hub’s booking and scheduling software and conducts a residential Mortgage Valuation Report and RICS HomeBuyer Report (if required) using SMART Survey’s fully mapped and intelligent lender valuation forms with integrated comparable data.

https://www.etech.net/products/smart-survey-app/ https://www.etech.net/products/survey-hub/
step icon

Property valuation - report completed

All data, photographic and sketch evidence is constructed into a consistent electronic report, formatted in accordance with the Lender requirements through SMART Survey. Surveyor reviews the report on-site and signs-off, sending it directly back to Survey Hub.

https://www.etech.net/products/smart-survey-app/ https://www.etech.net/products/survey-hub/
step icon

Property valuation - report evaluated

All electronic documentation is stored in Survey Hub with easy access for auditing and PVQs. Panel Managers and Surveying Firms provide property risk oversight and management throughout the process. The report is submitted to the Lender. Lender reviews and evaluates the valuation and associated risks.

https://www.etech.net/products/survey-hub/
step icon

Conveyancing

Solicitor completes a series of checks ensuring the borrower’s identity and provenance is proven and the property is legally transferred to the new owner or the title deeds are suitably updated.

step icon

Completion

Funds are transferred to complete the sale of the property and purchase or remortgage transaction.

product icon

Survey Hub

product icon

SMART Survey App

product icon

ECO Hub

product icon

Property Hub

product icon

ECO Portal

product icon

Technical Monitoring Portal

product icon

Property Assessment App

product icon

Installer App

product icon

Floor Plan App

product icon

Legionella Risk Assessment App

product icon

Pre Assessment Survey

product icon

EPC Survey

product icon

Risk Assessment Survey

product icon

Technical Survey

All our Lending & Surveying products

product icon

Survey Hub

Our web based desktop software supports Panel Managers delivering powerful, fully integrated and configurable practice management tools.

See more
product icon

SMART Survey App

Our mobile software enables RICS Chartered Surveyors to carry out residential Mortgage Valuation Reports and RICS HomeBuyer Reports.

See more

Are you interested in any of our products?

Get in touch

Our innovation is your Lending & Surveying solution

eTech specialise in developing mobile surveying and business process software, managing property risk for the Lending and Surveying market, helping surveyors, panel managers and lenders work seamlessly through the survey and valuation process. Using the latest technology our joined up systems offer flexible working models and our software is proven to mitigate risk, streamline operations and enhance productivity.

We work with the UK’s residential surveying and panel management firms supporting mortgage lenders in gathering better data to make improved credit decisions and deploying field based resources more efficiently. We have a dedicated team of people with market expertise and IT knowhow, who work collaboratively with these clients.

Our clients