Case management, client portal, document collection and e-signatures — purpose built for mortgage brokers, surveyors, solicitors and IFAs.
Most firms are still running cases across email threads, WhatsApp messages and shared spreadsheets.
Clients miss emails. Documents arrive in the wrong format. Your team wastes hours chasing the same information repeatedly.
Without a client portal, every progress update becomes a phone call or email. Your team answers the same questions all day.
Waiting for wet signatures adds days or weeks to every case. Lost documents and missed deadlines damage client relationships.
One platform covering the full case lifecycle — from first instruction to completion.
Clients track their case, upload documents and sign — all in one place.
Visual kanban board with stages tailored to your vertical and workflow.
Automated checklists, upload reminders and one-click approve or reject.
Upload any PDF, place signature fields, send to client. Signed copy stored automatically.
Two-way messaging between advisor and client. All communications logged.
Every action logged automatically. FCA and RICS compliant record keeping.
No passwords to remember. Clients access their portal via a secure email link.
Pipeline by stage, advisor workload and vertical breakdown — all in one dashboard.
Your brand colour and logo on the client portal. Looks like your product.
No long onboarding. No implementation project. Just log in and start working.
Add your team, set your pipeline stages and configure your verticals. Takes less than 10 minutes.
Create a case, fill in the relevant fields for your vertical, and link your client.
Client gets a secure email link. They upload documents, read messages and sign — from any device.
Explore a fully loaded demo environment — no sign up required.
Click any view below to access it instantly.
Manage your team, oversee all cases, view pipeline reports and customise your stages. The firm owner view.
Enter as Firm AdminManage cases, review and approve client documents, send messages and send documents for signing.
Enter as AdvisorExperience exactly what your clients see — their application progress, document checklist and signing.
Enter as ClientDemo company: Demo Mortgages Ltd — Clarke mortgage case, 14 Maple Drive, Bristol
Get in touch and we'll walk you through the platform with your own data and workflow.
Contact Us