Your lenders, your brand, your documents, your book. Built for high performing, busy brokers who write some private business and need a better way, from the paddock to the boardroom.
A client calls while you are between meetings or out of the office. Speak the scenario and the form fills itself, marked field by field for you to check. Prefer to type? Guided intake chats and a fast form are right there too.
Add your own lenders with their appetite, usual fees and rate cards. Matching shows who fits with plain-English reasons, and each one shows an indicative rate for the deal in front of you. Handoff-capable lenders are flagged when you would rather refer and keep a referral fee.
Terms requests go out in a tap, and each lender gets a pre-filled response page with a live ELS and funds-to-complete table. They can return up to three options with their own fee lines. Everything lands back in the app as offers, compared automatically.
Five branded PDF report types in your colours, logo and disclaimer, made on the phone. A client portal link for deal terms and outstanding documents. Fact finds your clients complete on their phone, prefilling their next application.
Embed a branded enquiry form on your site in each of your trading names. Enquiries land as intakes and hot-lead alerts, with the client already created and deduped by email.
Confirm commission on every settled deal and watch it move from expected to invoiced to paid. The book card keeps your totals in sight, and refinance-out reminders start three months before each loan ends. Because the next deal is already in this one.
With HomeSec you push the lead the moment it lands and check status without leaving the deal. Send the lead immediately, get terms faster, settle faster. More lender APIs join over time.
Client calls with an urgent scenario. You speak it into the app in the car park.
Panel matched. Four lenders emailed, each with their own response link.
Two lenders have replied through the link. Offers are already compared.
You star the proposed offer and send the client a branded comparison PDF.
Deal settles. Commission confirmed, the book updates, runway reminders set.
No subscription, no per-deal fees, no commission split. Download, set your brand, run a real deal today.