The smarter
broker platform
AI-powered suitability reports, built-in FCA compliance, messaging, and full CRM — designed by practitioners, priced for everyone.
30–60 min per lender search
Brokers waste hours toggling between sourcing tools, lender criteria PDFs and spreadsheets.
Fragmented compliance docs
Fact-finds in one app, ID checks in another, suitability reports in Word. Audit trails fall through the cracks.
Enterprise tools out of reach
The networks have polished CRMs. Independent brokerages get spreadsheets and goodwill.
Five modules
One workflow
Everything a modern brokerage needs to run a clean, compliant, and ridiculously fast advice process.
Pipeline CRM
Drag-and-drop kanban across all five stages, with SLA timers.
Smart Fact-Find
Adaptive forms that pre-fill from open banking and credit data.
Lender Research
Live criteria across 90+ UK lenders, ranked in seconds.
Compliance Vault
Encrypted document store with full audit trail and e-sign.
AI Report Generation
Suitability letters drafted automatically from case notes.
Per adviser, per month.
No setup fees. No per-case charges. Cancel any time.
Starter
Solo brokers, new DAs
- Core CRM & Pipeline
- Compliance Engine
- All 8 Calculators
- Basic Integrations
Professional
Small firms (2–10 users)
- Everything in Starter
- Messages & Notifications
- AI Report Generation
- Client Portal
- Advanced Reporting
Enterprise
Networks, large DAs
- Everything in Pro
- Full AI Intelligence Suite
- Lender API Submissions
- Custom Domain