Interactive loan scenarios, secure document collection, and customizable fact finds built around the way you already work.
What you get
Create a secure upload checklist, share the link, and get notified when documents land. No accounts for clients, no chasing attachments over email.
Enter your client's loan details in 30 seconds, share a link, and let them explore what-if repayment scenarios on their own time. They see the interest savings, and you skip the back-and-forth.
Set up the sections and fields you need, send your client a link, and get their financial details back in a structured format. No PDFs, no re-keying, no chasing.
$520K
$47,230
7 steps
Why brokers use this
Create a scenario, document portal, or fact find in under a minute
Clients access everything through a link. No accounts, no app downloads
Documents and client data encrypted with AES-256
Customise what clients see and collect. Your terms, their convenience
Create a document portal, loan scenario, or fact find. No account required, no commitment. Just try the one that solves your biggest headache.