From the first introducer invite through to commission payment — and everything in between. One platform, complete control.
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Digital introducer agreements New
Send your introducer agreement alongside the invite — they sign digitally, upload ID, and you review and approve. No printing, no scanning, no chasing.
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Agreement template management
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E-signature with IP & timestamp
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ID document upload & review
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Waive agreement for trusted partners
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Client document portal New
Invite clients to upload their mortgage documents directly through a secure portal. Track what's been submitted, review and approve — all in one place.
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Secure client invite link
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Configurable document checklists
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Broker approve / reject per document
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Progress visible across the platform
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Lead inbox with instant alerts
Every lead submitted by your introducers lands directly in your inbox — with client details, notes, and contact information ready to act on.
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Real-time email notifications
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One-click approve or reject
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Rejection reasons sent automatically
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Introducer hierarchy management
Build your network with company, manager, and adviser tiers. Each level sees exactly what they need — nothing more, nothing less.
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Three-tier introducer structure
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Team performance dashboards
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Scoped commission splits
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Commission tracking & payments
Track every penny from pipeline through to paid. Introducers see their expected and confirmed commissions in real time — no more chasing for updates.
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Per-introducer commission splits
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Pipeline → paid status flow
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RAG traffic light deal stages
Create your own named deal stages with red, amber, or green status. Introducers get a real-time progress view on every deal they referred — keeping them engaged without you lifting a finger.
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Custom stage names per company
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Read-only view for introducers
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Automatic email on stage change
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Analytics & performance reporting
See which introducers are performing, which leads are converting, and where your commission is coming from — all in one place, filtered by date range.
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Broker and introducer analytics
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Top introducer leaderboard
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Automated email notifications
Every key event triggers a beautifully branded email — lead received, approved, rejected, deal created, stage updated, document approved. Fully customisable.
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Editable subject & body copy
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No technical setup required
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Client lookup support tool New
When a broker calls about a client issue, search by name, email, phone, or deal reference and instantly see everything — which company, which broker, deal status, documents, and commission.
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Platform-wide client search
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Full deal & document history
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Support triage in seconds