Survey Hub Managing Surveyor Details Training

21st May 2019

Get access to business efficiency, through tools already at your fingertips!

Effective resource management is key to your operations. Keeping surveyor information up to date and setting rule parameters in one centralised storage system, ensures that your booking teams have everything they need to operate efficiently.

This webinar is designed to provide business management and operations teams with handy tips and tricks to configure and maintain surveyor information including postcode coverage, workload capacity and supported products, whilst setting rules and restrictions in real-time using the configuration tools available within Survey Hub.

Using these features correctly will enable you to provide accurate reporting on geographical distribution of jobs vs surveyor coverage, as well as improving booking availability for clients.


This webinar will cover:

  • Setting up and maintaining surveyor coverage
  • Configuring surveyor capacity and working hours
  • Managing supported products and product capacity
  • Setting up surveyor restrictions for lenders / panel managers
  • Auto surveyor assignment and making manual assignment decisions


What are the benefits?

  • Centralised data storage
  • Intelligent surveyor selection
  • Optimised booking system


Date: Wednesday 29th May

Time: 5pm – 6pm


This webinar is FREE to attend. Simply register to book your place here.

Please note that this will be a live webinar, but we will not have time to take Q&As during the session. Should you have any questions, please email: 

Once you have registered, you will receive an email confirmation. You will then receive a link to the actual webinar session on the day before (Tuesday 28th May).

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