The whole client, in view
Client 360 gathers household, preferences, repeat files and every conversation on one timeline.
The broker workspace
Every client, one workspace.
Leads, pipeline, tasks and messages live around the client rather than scattered across tabs. You open one place in the morning and the day is already arranged.
What you get
The practice, arranged around the client.
A pipeline that matches reality
Leads arrive attributed, convert cleanly into files and move through stages your whole team can see.
Work that arranges itself
Rules turn events into tasks, spread them across the team and age them visibly. Nothing relies on someone remembering.
Messages on the file
Client email lands on the file's timeline, not in a personal inbox, so anyone authorised can pick up the thread.
A client's decade, one record
From first enquiry to the next loan.
A lead arrives with its story
Source, referrer and first questions are attached from the start.
Conversion opens the file
One action turns an enquiry into a client and a loan file, linked and deduplicated.
The queue arranges the day
Due work, ageing work and supervision items are already sorted when you sit down.
The record keeps watch
Years on, the same file flags when the client's rate stops being right.
Licensed work stays licensed
Acting on a file requires the right role, assignment and current lender accreditation. The workspace enforces it.
Reassignment leaves a trail
Balancing work across the team is recorded, not silent.
Merges need a human
Duplicate clients merge only with human approval, and every merge is reversible.