Client and household records
Manage clients, applicants, contact details, adviser assignment, employment context, loan purpose, existing lending, and activity history in a mortgage-specific model.
The mortgage adviser cockpit
One workspace for the admin that slows advice teams down.
AdviserPro is being built around the everyday lifecycle of mortgage advice: client intake, document collection, application preparation, lender submissions, settlement, and long-term retention.
Document collection
Generate scenario-based checklists, collect files through secure links, classify uploads, extract key facts, and flag missing, stale, mismatched, or unreadable evidence.
Application preparation
Bring approved client facts, risk flags, serviceability snapshots, lender notes, and application narratives together before an adviser exports or submits anything.
Lender fit support
Compare candidate lenders against tenant knowledge, policy notes, and source documents so advisers can review the reasons and assumptions behind each recommendation.
Approval and settlement tracking
Track conditional approvals, lender conditions, loan splits, lawyer actions, settlement authority tasks, and next steps without losing the detail in inbox threads.
Refix and retention
Surface fixed-rate maturities, review prompts, updated document requests, and refinance opportunities before they become last-minute work.
Built for repeated daily work
The product view starts with priorities, not dashboards for dashboards' sake.
The planned AdviserPro workspace keeps advisers and assistants focused on missing documents, files ready for review, submissions needing action, upcoming settlements, and refix opportunities that deserve follow-up.
Documents
Requested
Needs review
Submission
Ready
With bank
Retention
90 days
Review due