Automate survey allocation, tracking, and quality assurance so chartered surveyors can focus on delivering accurate, RICS-compliant reports.
Managing survey instructions across multiple fee earners, lender panels, and referral sources with spreadsheets and email leads to missed SLAs, duplicated work, and inconsistent quality. Without a single source of truth, practices struggle to scale.
Survey instructions arrive via email, portals, and phone — making it easy to miss deadlines or duplicate allocations.
Matching the right surveyor to each instruction based on location, qualification, and capacity is time-consuming and error-prone.
Without standardised templates and automated checks, report quality varies across fee earners, risking RICS compliance.
Practice managers lack real-time insight into pipeline volume, surveyor utilisation, and SLA performance.
Purpose-built capabilities — not generic templates you have to work around.
Capture survey instructions from lender panels, referral partners, and direct clients into a single queue with automatic deduplication.
Auto-assign instructions to the most suitable surveyor based on postcode, RICS competency level, current workload, and panel membership.
Enforce RICS Red Book and HomeBuyer Report templates with mandatory fields, validation rules, and photographic evidence requirements.
Automatically calculate lender SLA deadlines and escalate when surveys risk breaching turnaround targets.
Monitor surveyor utilisation, average turnaround time, rejection rates, and revenue per instruction in real time.
Survey instructions are captured automatically from lender portals, emails, or the client portal and logged with property details.
The system matches the instruction to an available surveyor based on location, panel membership, and competency, then sends a mobile notification.
The surveyor completes the inspection using a mobile form, uploads photographs, and the system populates the standardised report template.
A senior surveyor reviews the report against RICS compliance checks, approves it, and the system submits the final report to the instructing party.
Try these tools to assess and improve your operations.
Yes. SwiftCase connects to major lender and AMC portals via API or secure email parsing, so instructions flow directly into your workflow without re-keying.
Absolutely. You can configure report templates for any RICS format, including Red Book valuations, HomeBuyer Reports, and Building Surveys, with mandatory field validation.
The platform uses configurable rules based on postcode coverage, RICS competency levels, panel membership, and real-time workload to automatically allocate instructions to the best-fit surveyor.
Yes. Dashboards break down turnaround time, rejection rate, and SLA compliance by lender panel, giving you the data needed for panel reviews.
See how SwiftCase helps chartered surveyors automate instruction management, hit lender SLAs, and scale their practice without adding headcount.
