Set up the business
Add your branches, team members, lenders, loan types, and connectors. Define ownership and access before bringing enquiries into the workspace.
A clearer journey.
From enquiry to payout.
See how your people, files, and business finances connect through the platform.
Capture and organise enquiries
Add individual enquiries or import a spreadsheet. Record the requirement, source, owner, and next follow-up.
Collect papers and review
Collect the documents needed for the loan type. Use the enquiry review workspace before moving ready enquiries into cases.
Move the case through its stages
Track the lender, loan value, owner, and stage. Loan-specific checklists and ageing visibility help the team see the next operational step.
Review disbursement entries
Employee entries and uploaded documents can wait for approval. Approved disbursements feed the commission invoice and payout workflows.
Close the loop on the money
Review lender invoices, partner payouts, staff incentives, payroll, and expenses. Record actual payment status and review reports.
This is an overview of connected work, not one mandatory sequence for every loan. Lender decisions and actual payments remain outside the software’s record-keeping workflow.
Walk through your actual workflow.
Bring your workflow to the conversation. Explore the platform with your own team and branch requirements in mind.
Book a demo ↗Explore the product →