From enquiry to settlement, every file on track.
Mortgage brokers and finance broking teams running applications across multiple lenders. The Financial Services blueprint follows the file from fact find to settlement and post-settlement review.
Sound familiar?
Multi-appointment journeys stall
Fact find done, then silence, because nothing nudges the client to the next appointment.
Documents chased by hand
Payslips and statements requested three times over email with no checklist.
The trail book is invisible
No view of which settled loans are due for a review or a refinance.
What installs when you pick Mortgage broking.
Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.
Pipeline stages Finance Application Pipeline
- 1New Enquiry
- 2Pre-qualification/Fact Find
- 3Application Preparation
- 4Application Submitted to Lender
- 5Conditional Approval
- 6Awaiting Valuation
- 7Formal/Unconditional Approval
- 8Loan Documentation Issued
- 9Signed Documents Returned
- 10Ready to Settle
- 11Settled
- 12Post-Settlement Review
Custom fields on top of the standard ones
| Field | Type |
|---|---|
| Loan Amount Sought | currency |
| Lender Name | text |
| Comparison Rate % | number |
| LMI Estimate | currency |
| Estimated Settlement Date | date |
| Broker Trail Fee % | number |
Records it adds extra record types beside contacts, deals and jobs
- Loan / Finance Applications
- Insurance Policies
- Investment Portfolios
- Compliance Records
- Financial Goals
- Statements of Advice (SOA)
- Trading Accounts
- Instruments
- and 4 more
Built for how mortgage broking actually works.
- Loan applications are records with their own status, not a note on a deal
- Lender, rate, comparison rate and LMI captured on the quote
- Review sequences work the trail book without anyone chasing
- Audit trails and field history on every client file
Blueprints stack. Run Mortgage broking alongside any other blueprint in the same workspace, and switch later without losing records.
Your mortgage broking workspace, live in about two minutes.
Pick the Mortgage broking blueprint during signup and start the 21-day free trial. No card needed to look around.