A broker workspace, built around the case
Everything you need to submit, manage and complete bridging loans, without the spreadsheets and email chains.
Case submission
A structured form that captures the details lenders ask for: applicant and entity details, security, valuation, loan amount and term, charge position and exit strategy.
- Save drafts and return later
- Duplicate a case as a starting point
- Individuals and corporate borrowers
Pipeline dashboard
See all of your live cases at a glance, filtered by stage, owner or what is waiting on you.
- Stage tracking from enquiry to completion
- Outstanding conditions in one place
- Searchable case history
Document management
Upload and organise ID and AML evidence, valuations, title documents and exit evidence against each case.
- Document checklists per case
- Clear record of what was shared and when
- Encrypted in transit and at rest
Messaging and updates
Keep questions, conditions and updates attached to the case so nothing gets lost and everyone sees the same thing.
- Case-level conversation threads
- Notifications when action is needed
- Full audit trail
Team access
Add colleagues to your brokerage account and control who can see and edit which cases.
- Role-based permissions
- Shared pipelines for teams
- Individual sign-ins
Security by design
Broker and client data is sensitive. Access is restricted to the people who need it, and activity is logged.
- Account-level access controls
- Activity logging
- Data protection compliant processing