Tools for introducers and lending networks

A clearer record for every case

A clear record of every case.

The platform records key stages of a case, from the initial referral and consent through to document collection and assessment. The aim is to make case information easier to follow, reduce repeated data entry and help firms keep an accurate record of activity.

• Client consent and a full audit trail, built in

  Each step of a case is recorded as it happens, from submission and consent to documents and assessment.

• Every debt, captured once

  Each client's debts are captured individually and worked into the application. Affordability inputs and decisions are recorded on the case file.

• Less duplicate data entry

  Direct API connections to our lenders mean quotes, DIPs and submissions go straight through.

The platform supports your processes; it does not replace your firm's own regulatory responsibilities.