Features
Everything between first email and completion.
Seven stages, one assistant. Built around how your firm already works.
Stage 01
Email and documents
Every attachment filed, named and dated.
- Attachments from any email filed in the right case folder, named and dated
- Documents from every source saved wherever you keep them
- Expiry flags, such as proof of address going out of date
- Client emails in your own templates and wording, ready for you to approve
- Lender terms collated and summarised, ready for the client
Files organised, missing items flagged and one chase ready for your review.
Stage 02
Starting a case
The file builds itself, and stays complete.
- Fact find ready from day one
- Only the documents each case needs are requested
- Terms of business and fee agreement prepared for e-signature, sent when you approve
- Follow-ups drafted until everything needed is on file
- Every item in date, checked, labelled and filed
A populated fact find, the right document requests and a complete case file.
Stage 03
Keeping cases moving
Everyone in the loop. Nobody doing the admin.
- Case updates drafted for clients, referral partners, solicitors, valuers and your team
- Always-current case data, without anyone keeping it up to date
- Chasers drafted around the clock for your approval, and a nudge when a client goes quiet
- A review request drafted at the right moment
Updates and chasers prepared, so everyone stays in the loop without extra administration.
Stage 04
Checks and flags
The right behaviour becomes the only way forward.
- Identity, PEP and sanctions checks
- Company and property checks, including EPC
- Hard stops until each flag is cleared
- Debt consolidation and vulnerable client flags carried onto the file
Checks recorded and hard stops held until you clear each flag.
Stage 05
Sourcing and advice prep
The paperwork is ready, so you can focus on advice.
- Sourcing and affordability across lenders
- Recommendation written up and double-checked
- Fee agreement and ESIS prepared
- Lender criteria checked before you apply
Research compared, affordability checked and a recommendation prepared for your review.
Stage 06
Applications
You check, pay and submit.
- DIP and full application prepared from the file, up to the declaration
- Every guess flagged for you to check
Stage 07
Offer to completion
From offer to handover.
- Offer checked against the file, then the suitability letter
- Underwriter query replies and valuation summaries
- Completion email and handover pack
Offer checks, flagged conditions and a compliance pack ready to review.
Built around your firm. Room for more.
Clients don't pay you to type.