Adviser CRM platform targets expansion with rebrand launch

Adviser-built CRM platform Surecase, formerly known as Binder, has unveiled its new brand, designed to reflect its next phase of growth.

Developed by Simon Horsfall alongside Dan Rathbone and launched as Binder in 2023, Surecase claims to bring case management, client communication and document handling into one connected environment, reducing data duplication and centralising communication to help simplify the mortgage process for advisers.

It also integrates with third-party systems such as Mortgage Brain, Twenty7tec, Intelliflo Office and Comentis, with further integrations planned.

The core capabilities of Surecase include case management with full client history, document management with unlimited uploads and smart reuse tools, a secure client portal, electronic signatures, organisation controls, sourcing integration to support product recommendations, management information, and vulnerability assessments.

Alongside these, its features include a live chat, a mortgage-specific fact find, and integration with Intelliflo Office.

Simon Horsfall, founder and director of Surecase, said: "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."