Mortgage software, built around the case.
A cloud platform for brokers, networks and lenders covering origination, sourcing, compliance and MI. Designed with working advisers and underwriters, and shipped every fortnight.
Every case, client and document in one place.
Capture enquiries from your website, introducers or phone, and turn them into a structured fact-find your clients can complete on their phone. Tasks, reminders and status updates move the case forward automatically.
- Mobile-first client fact-find & portal
- Kanban pipeline with SLA alerts
- Open-banking income & expenditure
- E-signature and secure document vault
From fact-find to a defensible shortlist in minutes.
Our criteria engine reads the case you already captured, so there's no re-keying. Compare residential, company BTL, commercial and bridging products side by side, and save the reasoning for your file.
- Criteria and affordability in one search
- Ltd company, HMO & multi-unit support
- Saved searches & product-expiry alerts
- Recommendation reasons written to the file
Audit-ready by default, not by Friday afternoon.
Consumer Duty outcomes, vulnerability flags and file checks are built into the workflow, not bolted on. Principals and networks get live MI across every adviser and AR firm.
- Consumer Duty outcome tracking
- Vulnerable-customer flags & notes
- Immutable, time-stamped audit trail
- File-check sampling & breach log
Embeddable tools that feed your pipeline.
Add calculators and a short fact-find to your own website with one script tag. They take your brand colours, and every enquiry arrives as a structured case.
Repayment calculator
Capital-and-interest and interest-only, residential or commercial.
Rental cover calculator
ICR-based maximum loan for buy-to-let and SPV landlords.
Quick fact-find
A short mobile form that creates a case and books a call.
Estimated monthly payment
£4,385
- Loan amount
- £637,500
- Loan to value
- 75%
- Total repayable
- £1,052,468
Live demo of the First Step repayment widget. Figures are illustrative, exclude fees and assume one rate for the full term.
Open by design.
Everything in the platform is available over a documented REST API with signed webhooks, so you can connect lenders, packagers, accounting tools and your own website.
REST API
Cases, clients, products and documents.
Webhooks
Real-time events on every status change.
Secure
OAuth 2.0, encryption at rest and in transit.
UK hosted
Data stays in UK data centres.
# Create a case from your website
POST /v1/cases
{
"type": "ltd_company_btl",
"borrower": { "company_no": "12345678" },
"property_value": 650000,
"loan_amount": 487500,
"monthly_rent": 3200
}
→ 201 Created · webhook: case.createdSee the platform with your own cases.
We'll walk through a live case from enquiry to offer, and talk through migrating from your current system.