Keep every application moving
Loan Broking
Bring borrower details, lender coordination, document collection, sanction progress, and commissions into one connected case workflow.
Built for: Loan brokers, DSAs, and lending intermediaries
Each lender update starts a search through emails, documents, and an out-of-date tracking sheet.
Your team can see what is pending, who owns the next step, and how every case is progressing toward disbursement.
See the journey, step by step
A clear view of how work moves forward, with the right context available at every handover.
A connected customer journey
An example workflow. Your team can tailor stages to its process.
Everything inside the Loan Broking module
Everything your team needs to keep this workflow organised, connected, and moving forward.
Borrowers & applications
- Manage borrower profiles and loan applications
- Track required documents and pending information
- Assign case owners and schedule follow-ups
Lenders & disbursement
- Coordinate applications across banks and lenders
- Track review, sanction, and disbursement milestones
- Surface delayed cases and outstanding actions
Commissions & reporting
- Track commissions and payout status
- Link case activity to financial records
- Review the pipeline by lender, stage, or team member
Explore other modules
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