AIforCompanies

Platform tour · Broker Case Hub

One case, from introduction to payout.

A walk through Broker Case Hub on a fictional firm, Corvane Capital. Every screen is from the demo, with made-up clients, people and figures.

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Part 1 of 3

Open the case

An introduction becomes a case

Pick the client, or add a new one, then the loan type, property and fees. If the client is already on file it says so, so a repeat customer keeps one record.

A warning before a duplicate client is created
Joint applicants on one case
Assigned to a broker from the start

The New case window on demo data, with an existing client chosen and the loan type, broker, property and fees filled in.

Part 2 of 3

Work the case

The lender pack, ticked off

Each case carries the documents a lender asks for, grouped into identity, finances, company, property and exit. Tick what has arrived, mark what does not apply, and the bar shows how close the pack is.

Received, requested or not needed
Files kept on the case, or a Google Drive folder linked to it
Every tick shows who made it and when

A case on demo data with its document checklist open: a progress bar, and each document marked received, requested or not needed.

The chase email, written from the case

Eleven emails cover the life of a deal, from asking for documents to the thank-you on completion. Choose a case and the client’s name, the property and the documents still missing are filled in, ready to copy into your email.

Chase, final reminder and a check-in for a quiet case
Fee agreement, valuation booking and offer emails
A completion email that asks for a referral

The chase email on demo data, filled in from a case with the client’s name, the property and the list of documents not yet received.

Every case on the stages you already use

Eight stages, from first contact to completed and paid. Tick the next stage and the case moves along, stamped with who did it and when. The board shows the whole pipeline and the fees sitting in each stage.

Stages agreed with your team
One broker’s cases, or everyone’s
Fees totalled per stage

The pipeline board on demo data: one column per stage with the fees in each, and a card for every case.

Quiet cases come to the top

A case with no update for five days flags itself. It rises to Needs chasing on the overview, quietest first, turns red in the list and shows against the broker who owns it, until someone adds a note or moves it on.

Quietest first, with the days since the last update
Shown for each broker
Clears as soon as the case moves

The overview on demo data with Needs chasing open: three cases with no update in five days or more, the quietest first.

Hand over without losing the thread

Reassign a case with a note for the person taking over. The note joins the case history, so whoever picks it up sees every call, document and decision before it.

A handover note on every reassignment
Notes are permanent: they cannot be edited or deleted
Tasks between teammates, linked to the case

A case on demo data with Assignment open: a new broker chosen, a handover note written, and the earlier handovers listed below.

Part 3 of 3

Get paid and keep control

Fees and the balance on every deal

Each case shows the total fees, the deposit taken, what has been paid out against it and the balance left for the firm, worked out as you go.

Broker fee and proc fee on every case
Deposit and fee agreement tracked
One click to a PDF of the whole case

A case on demo data showing total fees, deposit collected, amount allocated and the balance due to the firm, above the case notes.

Every payout in one place

Commission, introducer fees, partner splits, valuations and overheads, each charged to a case or to overheads and assigned to a person. Move one to another case and the move is recorded on both.

Totals by type, stage and client
Pending, approved and paid
Salaries seen only by admins and the person paid

The allocations charts on demo data: payouts by stage and by type, and fees against payouts for the top clients.

Clients who come back

Every case sits under a client, so you can see who brings repeat business, what they have earned the firm over time and which of their cases is live.

Repeat customers and lifetime fees
Who introduced them
Every document and change for the client in one place

Every change on record

Each tick, note, handover, edit and payout is recorded with who made it and when. Nobody can edit or delete the record, and it exports to a spreadsheet.

Search by person, case, type or date
The history of one case or one client
Export to a spreadsheet

The audit trail on demo data: every change listed with when, who, the type, the case and what changed.

Each person sees what they should

Access is by invitation, and each person has a role: brokers work every case, admins also manage costs and reassign, and super admins invite people and can delete and restore a case.

Invite, change a role or remove someone
Removing someone keeps everything they did
Shows who has signed in, never what they looked at

The team screen on demo data: three roles explained, and each person with their role and their open and completed cases.

Every screen

What each part is for.

Overview: The whole book: open cases, fees in the pipeline, the balance due to the firm, what needs chasing, tasks and recent activity. Click any figure for the cases behind it.
Cases: Every case grouped by loan type, with its stage, latest note, fees and balance. Search, filter by broker and sort.
A case: Stages, notes, documents, fees, payouts, handovers and its own history, with a PDF of the lot in one click.
Clients: Every client with their cases, lifetime fees and who introduced them. Repeat customers marked.
Documents: Every document across every case, requested, received or uploaded. Click one to open the file or its case.
Emails: Eleven emails for the life of a deal, filled in from a case and ready to copy.
Pipeline: One column per stage, with the fees in each. Tick the next stage to move a case along.
Allocations: Every payment out of fees, by type, case and person, as a table or as charts.
Audit trail: Every change, who made it and when. Searchable, permanent and exportable.
Team: Invite people, set their role and see who has signed in. Super admins only.

Today, and on request

What it does on its own, and what we add on request.

In the demo today

Flags a case after five days without an update
Works out each case’s stage from its checklist
Works out the fees, payouts and balance on every case
Fills each email in from the case
Adds every handover note to the case history
Records every change with who made it and when
Sends tasks to teammates and shows what is new
Turns a whole case into a PDF in one click

On request

Send the chase emails on a schedule, from your own inbox
Read an uploaded ID or bank statement and tick the checklist, with a person checking
Put lender and client replies onto the right case
A Monday email to the owner: what moved, what is quiet and what is due to complete
Connect the software you already use for sourcing or accounts
Anything particular to your firm: a report, a rule, a step in the deal

None of these are in the demo. Integrations and changes are added on request: we talk them through and scope them with you, with AI where it does the job better. Bringing your current cases, clients and documents across from your spreadsheets or CRM is part of the setup, and its cost is agreed in the proposal.

See it with your own cases in mind.

Click through the demo as each role, or talk to us about how your team works a deal.

Open the demo Book a call

Demo on a fictional firm. Every client, person and figure in it is made up.