Mortgage Broking
Taking a mortgage client from enquiry to completion
03 August 2026
A mortgage case moves through a lot of real steps - enquiry, contract, document collection, identity and credit checks, a lender submission, solicitor instruction, and finally completion - and keeping every one visible is what makes the journey feel smooth to the client.
Capturing leads directly from your own website and lead marketplaces means every enquiry lands as a real case, ready to work, rather than a message to copy across by hand.
A secure link lets a client upload their documents directly, removing the back-and-forth of chasing attachments over email, while identity and proof of address checks can be sent straight from the case itself.
Case tracking then follows the client through every stage - enquiry, contract, onboarding, decision in principle, solicitor instruction, offer, and completion - always visible at a glance for the broker managing it.
A solicitor panel, maintained directly within the platform, means the right conveyancing firm is ready to instruct the moment a case reaches that stage, and credit and compliance checks run right alongside the rest of the case.
Frequently asked questions
How do clients send us their documents?
A secure upload link sent from the case itself lets the client upload documents directly, with everything landing straight on their file.
Can we track our own solicitor panel?
Yes - your own panel of conveyancing firms lives directly in the platform, ready to instruct the moment a case is ready for them.
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