Platform
Origination
From first enquiry to booked loan: every deal captured, staged, and documented in a pipeline that matches how you actually work.
Demo Lender
Administrator
Deal pipeline
DEAL-1 · James Whitmore · £1,250,000
Processing
Analyzed
Credit Check
AIP
Legals
Offer
Completed
DEAL-1
Bridging · Clerkenwell refinance · LTV 59.5%
A deal moves through your stages, then books into a live loan without re-keying.
From enquiry to pipeline
Deals enter once and carry their full history with them.
Deal Capture
Deals arrive by API or quick manual entry: borrower, amount, valuation, and term captured from the start.
Pipeline Stages
Processing, Credit Check, AIP, Legals, Offer, Completed: deals advance stage by stage with full status history.
Broker Attribution
Every deal is tagged to the broker who introduced it, feeding commission tracking automatically.
Documents and conditions
The paperwork lives with the deal, not in an inbox.
Document Hub
Collect and store every file against the deal record, available to the whole team.
CP Templates
Apply reusable conditions precedent checklists per product in one step, then track each to satisfaction.
Deal Threads
Every deal gets its own discussion thread, and the conversation carries through to the booked loan.
Booking
When a deal completes, it becomes a live loan without re-keying.
Book Loan Wizard
Turn a completed deal into a live loan in one guided step: client, facility, and schedule created together.
Deal Gating
Deals can't progress or book until required screening and checks have passed.
Rejection Handling
Rejected deals archive with structured reasons, keeping your pipeline and conversion data honest.