Everything your firm needs, in one login
Your CRM, sourcing and compliance all sit behind one login.
See it on a callPre-submission check
Case 2041, Halden Road purchase
- AffordabilityPassed
- SuitabilityPassed
- Identity and AMLPassed
- DisclosurePassed
- VulnerabilityPassed
- Product fitPassed
- FeesPassed
- DocumentsPassed
Ready for lenderCHECKED
CRM and client portal
Holds your cases, documents and fact finds, with a portal for clients.
The 100% file check
Gives you fix-lists, checks suitability letters and screens for fraud.
Same-day commission
Matches remittances automatically and pays you 95% the same day.
Practice-in-a-box
Gives you a free website, a Google profile and review requests.
AI copilots
Chase your cases, watch rate expiries and answer your phone.
Leads marketplace
Lets you buy leads one at a time, never bundled.
Promotions and compliance
Signs off promotions the same day and tracks your CPD.
Year-end pack
Builds your books and tax pack from the commission ledger.
