Included in every Mortgage Broker plan
Mortgage Case Tracking
Every case tracked from enquiry through DIP, solicitor instruction, offer, and completion.
The case lifecycle
A Mortgage Case tracks a client from initial enquiry through Decision in Principle, full application, solicitor instruction, mortgage offer, and completion - each stage visible at a glance, so nothing waits on someone remembering to chase it.
Lender and credit-check integrations
Twenty7Tec, Mortgage Brain, and Iress Lender Connect integrations are opt-in per organisation from Settings, for sourcing and submitting directly to lenders. Click2Check handles the credit-check step, run straight from the case rather than a separate portal login.
Documents and identity verification
A case reuses Documents for the case file and DocSign for the client's own paperwork, and IdCheck for identity and address verification - nothing needs re-entering across separate systems, and every document stays attached to the case it belongs to.
Tracking multiple cases at once
A broker's case list shows every active case with its current stage, so a busy pipeline of clients at different points in the process stays manageable from one screen rather than needing to check each one individually.